Financial Planner jobs in Surrey, BC

Application Deadline: 12/20/2024 Address: 7075 Kingsway Avenue Job Family Group: Retail Banking Sales & Service We are currently hiring Financial Planners for opportunities in our Burnaby/Tri Cities, East Vancouver, North Vancouver, Richmond, Surrey and Victoria markets. Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn...

Description : Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business development, you will: Identify your client's life...

Requisition ID: 201543 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role 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...

Overview WHO WE ARE: Headquartered in Southern California, Skechers-the Comfort Technology Company®-has spent over 30 years helping men, women, and kids everywhere look and feel good. Comfort innovation is at the core of everything we do, driving the development of stylish, high-quality products at a great value. From our diverse footwear collections to our expanding range of apparel and...

Company:Finning Canada## Number of Openings:1## Worker Type:Permanent## Position Overview:The Electrical Repair Planner is a key member of the Service Operations team, focusing on strategic customer management, repair scope development, quoting, and project management for technical repairs and rebuilds. This role will ensure that the repairs and maintenance for power generation equipment are...

Overview Position Overview: The Electrical Repair Planner is a key member of the Service Operations team, focusing on strategic customer management, repair scope development, quoting, and project management for technical repairs and rebuilds. Company: Finning Canada Number of Openings: 1 Worker Type: Permanent Position Overview: The Electrical Repair Planner is a key member of the Service...

Overview What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your energy to meet targets and your passion for holistic...

Overview We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn...

Overview We are currently seeking a Financial Planner to join our team. Responsibilities - Financial Planning and Advice: Skilled in the wealth discovery process, identifies wealth and financial planning needs and engages with existing and new or potential members to deepen relationships. Utilizes financial planning tools to develop plans and recommendations to meet members investing/financial...

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et...

Overview Position Overview: The Electrical Repair Planner is a key member of the Service Operations team, focusing on strategic customer management, repair scope development, quoting, and project management for technical repairs and rebuilds. Company: Finning Canada Number of Openings: 1 Worker Type: Permanent Position Overview: The Electrical Repair Planner is a key member of the Service...

Overview WHO WE ARE: Headquartered in Southern California, Skechers-the Comfort Technology Company®-has spent over 30 years helping men, women, and kids everywhere look and feel good. Comfort innovation is at the core of everything we do, driving the development of stylish, high-quality products at a great value. From our diverse footwear collections to our expanding range of apparel and...

Company:Finning Canada## Number of Openings:1## Worker Type:Permanent## Position Overview:The Electrical Repair Planner is a key member of the Service Operations team, focusing on strategic customer management, repair scope development, quoting, and project management for technical repairs and rebuilds. This role will ensure that the repairs and maintenance for power generation equipment are...

A leading financial institution in Richmond seeks a Senior Financial Planner to manage and grow client portfolios, delivering tailored financial plans. You will mentor a team of advisors, ensuring exceptional client service and fostering strong relationships. The ideal candidate has a postsecondary degree and required financial certifications, along with over four years of relevant experience in...

What is the opportunity? 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...

Requisition ID: 210881 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...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about...

A leading financial services provider is seeking a Financial Planner in Langley, Canada, to manage a portfolio of affluent clients. The role focuses on providing tailored financial advice and building lasting relationships through superior service. Candidates should have a Financial Planning Designation and at least 3 years of relevant experience. The position offers a full-time contract with...

Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within our Global Asset Management Division. As a...

A leading financial institution in Vancouver seeks a Financial Planner to develop relationships, offer advice, and drive investment sales. You will work flexibly with clients, execute business development plans, and leverage internal networks to provide tailored financial advice. The ideal candidate has 3 years of experience, relevant certifications, and strong client acquisition skills. Join a...