Financial Planner Jobs in British Columbia
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Search Results - Financial Planner Jobs in British Columbia
Beyond Bilingual Inc.-Toronto
Certified Financial Planner
Permanent, Full Time
Location: (Remote - Covering the York Region)
**Must live in the Greater Toronto Area and be able to visit clients in the York Region.**
Hours: (Monday to Friday - You will set your own hours...
Nicola Wealth Management Ltd.-Vancouver
About the Team:
The Strategic Planning and Initiatives Finance team provides the organization with advanced financial analytics and insights that are used by firm leadership to make informed strategic and financial business decisions.
The team...
appcast.io -
Royal Bank of Canada-Abbotsford
Job Summary
Job Description
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...
rbc.com -
National Bank-Victoria
management process and the client’s needs Target time split: 20% planning, 40% business development, 40% client advisory/service Evaluate, identify client’s financial planning needs and propose solutions Monitor and follow up on complex financial plans...
National Bank-Montréal
A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while...
TEEMA-Abbotsford
Location: Abbotsford, BC
Type: Full-time, in-office.
On behalf of our well-established wealth management client, TEEMA is seeking a Financial Planner for their Abbotsford, BC office. With over 35 years of experience, our client has been known...
Parallel Lumber Group-Prince George
improvements.
Monitor industry trends, economic conditions, and risks, to anticipate financial challenges and opportunities.
Financial Planning & Risk Management
Oversee budgeting, forecasting, financial modeling, and cash flow management.
Conduct rigorous...
Vancity-Abbotsford
diploma: At a minimum, you have graduated high school and/or equivalent.
2. Minimum of 2 years in the AM I role.
3. Completion of Financial Planning Coursework: You have taken Fundamentals of Personal Financial Planning or Financial Planning 1 and two...
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National Bank-Montréal
departments to effectively perform required activities
Carry out a variety of administrative tasks related to the team’s business development and financial transactions
Help prepare portfolio analyses and/or financial planning
Keep up to date on financial...
1 similar jobs: Laval
Beem Credit Union-Kelowna
individual to join our Wealth Management team as an Investment Specialist. Working amongst a team of respected professionals, you will provide holistic financial and investment planning advice, develop long-term relationships, and create customized investment...
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Regent College-Surrey
as a key member of the senior leadership team, the CFO provides visionary financial leadership to support sustainable growth and operational excellence. The CFO oversees all aspects of financial management, including strategic planning, financial reporting...
Vithu Developments Ltd.-Vancouver
projects and programs
Experience and specialization
Area of work experience
• Management
Area of specialization
• Accounting
• Risk management
• Financial planning
• Financial examination...
jobbank.gc.ca -
CharityVillage-Victoria
Team, the Chief Financial Officer (CFO) provides strategic financial leadership for ONC. Reporting to the President and CEO, the CFO oversees ONC’s ~$32M annual operating budget, financial policies, financial planning and reporting, contracts and risk...
Royal Bank of Canada-Vancouver
billion in investment assets. You will work as a relationship manager within a top-tiered Chairman Counsel team, providing customized financial planning advice and wealth management strategies to High-Net-Worth (HNW) clients.
As an integral team member...
rbc.com -
Sigfusson Northern Ltd.-Winnipeg
and benefits package, along with additional perks. Financial support? Sigfusson Northern provides access to financial outlets and has educational sessions to assist our employees with financial planning and preparation.
We care about your future...
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