Financial Planner jobs in Chilliwack, BC

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Wealth Planner - Abbotsford & Chilliwack

Vancity
Chilliwack

Our Story & Purpose: We’re Vancity, a member‑owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We’ve made bold commitments to become net‑zero by 2040 across all mortgages and loans, and we’re actively pursuing strategies in Indigenous banking and...

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14 hours ago

Financial Planner, Investment and Retirement Planning

Rbc
Chilliwack

Job Description As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world‑class advice and...

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14 hours ago

Associate Wealth Advisor / Financial Planner

RBC Dominion Securities
Abbotsford

Associate Wealth Advisor / Financial Planner – RBC Dominion Securities Join the Abbotsford branch to help clients thrive and communities prosper. We seek a talented, self‑directed individual with a growth‑ and goals‑oriented mindset to work with our Investment Advisor team, providing proactive advice and support to clients. Responsibilities - Collaborate with the Investment Advisor to...

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2 days ago

Campus Finance Lead & Student Financial Planner

Vancouver Career College
Abbotsford

A leading educational institution located in Abbotsford, Canada, is seeking a Financial Administrator/Student Financial Planner to join their team. In this full-time, permanent, on-site role, you will play a vital part in helping students navigate their financial options while ensuring smooth financial operations. Responsibilities include developing financial plans for students, assisting with...

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2 days ago

Financial Planner - Abbotsford - Apply

Scotiabank
Abbotsford

Requisition ID: 210882 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing...

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12 hours ago

SRI Wealth Planner — Grow Impact & Portfolio

Vancity
Chilliwack

A leading credit union in Chilliwack is seeking a Wealth Planner to join their team. You will provide financial planning and investment solutions while advocating for socially responsible investments. This position is full-time and permanent, requiring at least 2 years of financial industry experience and a mutual fund license. The starting annual salary is $75,000 plus incentives, with a...

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14 hours ago

Financial Planner, Investment and Retirement Planning

Rbc
Abbotsford

Job Description As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world‑class advice and...

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19 hours ago

Associate Wealth Advisor / Financial Planner

RBC Dominion Securities
Chilliwack

Associate Wealth Advisor / Financial Planner – RBC Dominion Securities Join the Abbotsford branch to help clients thrive and communities prosper. We seek a talented, self‑directed individual with a growth‑ and goals‑oriented mindset to work with our Investment Advisor team, providing proactive advice and support to clients. Responsibilities - Collaborate with the Investment Advisor to...

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a day ago
Hybrid

Financial Administrator / Student Financial Planner

Vancouver Career College
Abbotsford

Financial Administrator / Student Financial Planner Full‑time, permanent, on‑site position located at Vancouver Career College (VaCC) in Abbotsford, British Columbia. About Us Vancouver Career College (VaCC) is a leading private institution in British Columbia, known for its practical, hands‑on learning approach. VaCC ensures students gain the skills needed for today's job market. The...

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2 days ago

Financial Planner - Fraser Valley (Abbotsford, Chilliwack, Langley) - Apply

Scotiabank
Abbotsford

Requisition ID: 201095 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing...

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12 hours ago

Campus Finance Lead & Student Financial Planner

Vancouver Career College
Chilliwack

A leading educational institution located in Abbotsford, Canada, is seeking a Financial Administrator/Student Financial Planner to join their team. In this full-time, permanent, on-site role, you will play a vital part in helping students navigate their financial options while ensuring smooth financial operations. Responsibilities include developing financial plans for students, assisting with...

View salary & More Info
14 hours ago

Investment & Retirement Planner: Tailored Wealth Solutions

Rbc
Chilliwack

A leading financial institution is seeking an Investment and Retirement Planner in Abbotsford. This role involves creating custom investment solutions for clients, building relationships, and providing tailored financial advice. Candidates should have necessary financial planning designations and experience in client acquisition. Benefits include a flexible schedule, competitive commission...

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14 hours ago

Wealth Planner – Build Client Book, SRI Focus

Vancity
Chilliwack

A member-owned credit union in the Fraser Valley Region seeks a Wealth Planner with over 2 years of financial industry experience to support members in achieving their financial goals. This role involves providing quality financial planning and advice, recommending investment products, and building strong relationships with clients. The position offers a starting salary of $75,000 plus...

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a day ago

Investment Advisor

RBC Dominion Securities
Chilliwack

Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for your career and life to make it yours! What you do best - You...

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14 hours ago
Hybrid

Financial Administrator / Student Financial Planner

Vancouver Career College
Chilliwack

Financial Administrator / Student Financial Planner Full‑time, permanent, on‑site position located at Vancouver Career College (VaCC) in Abbotsford, British Columbia. About Us Vancouver Career College (VaCC) is a leading private institution in British Columbia, known for its practical, hands‑on learning approach. VaCC ensures students gain the skills needed for today's job market. The...

View salary & More Info
a day ago
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Investment & Retirement Planner: Tailored Wealth Solutions

Rbc
Abbotsford

A leading financial institution is seeking an Investment and Retirement Planner in Abbotsford. This role involves creating custom investment solutions for clients, building relationships, and providing tailored financial advice. Candidates should have necessary financial planning designations and experience in client acquisition. Benefits include a flexible schedule, competitive commission...

View salary & More Info
19 hours ago

Wealth Planner - Abbotsford & Chilliwack

Vancity
Chilliwack

Overview We’re Vancity, a member-owned credit union founded on inclusion and social justice. Since 1946, we’ve pursued bold commitments to challenge the status quo and remove barriers. We’re pursuing net-zero goals by 2040 across mortgages and loans, Indigenous banking, and financial resilience for our members. We’re proud to be the largest private-sector Living Wage Employer in Canada and...

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3 hours ago

Wealth Planner - Abbotsford & Chilliwack

Vancity
Abbotsford

Overview We’re Vancity, a member-owned credit union founded on inclusion and social justice. Since 1946, we’ve pursued bold commitments to challenge the status quo and remove barriers. We’re pursuing net-zero goals by 2040 across mortgages and loans, Indigenous banking, and financial resilience for our members. We’re proud to be the largest private-sector Living Wage Employer in Canada and...

View salary & More Info
2 days ago

Investment Advisor

Rbc
Chilliwack

Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for your career and life to make it yours! What...

View salary & More Info
a day ago

Wealth Planner – Build Client Book, SRI Focus

Vancity
Abbotsford

A member-owned credit union in the Fraser Valley Region seeks a Wealth Planner with over 2 years of financial industry experience to support members in achieving their financial goals. This role involves providing quality financial planning and advice, recommending investment products, and building strong relationships with clients. The position offers a starting salary of $75,000 plus...

View salary & More Info
2 days ago
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