Financial Planner Jobs in Saanich
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Search Results - Financial Planner Jobs in Saanich
Co-operators-Saanich
have completed or are working toward one of the following professional designations: CFP, CLU, CHFC, or an accredited Financial Planning Designation.
What we offer:
• Training and development opportunities to grow your career with one of Canada’s Best...
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AutoTrader.ca-Saanich
and Family Assistance program
• Weekly virtual wellness events
• Conferences & training budget
• Regular internal training programs
Financial planning
• Let us help you invest in your future with 3% matching towards your pension and multiple forms of income...
BMO Financial-Victoria, 5 km from Saanich
spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals...
NATIONAL BANK OF CANADA-Victoria, 5 km from Saanich
Provide advice and service according to the team’s investment 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...
Royal Bank of Canada-Victoria, 5 km from Saanich
Job Summary
Job Description
What is the opportunity?
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances...
rbc.com -
National Bank-Victoria, 5 km from Saanich
>Evaluate, identify client’s financial planning needs and propose solutions Monitor and follow up on complex financial plans completed by in-house planner Your team: National Bank...
University of Victoria-Victoria, 5 km from Saanich
and financial sustainability. This position reports directly to the Dean and works closely with the faculty’s leadership team, as well as the Associate Vice-President, Academic Resource Planning.
This role is essential to ensuring the financial integrity...
Vancity-Victoria, 5 km from Saanich
Permanent role and reports directly into the Team Mgr Wealth Solutions.
We are looking for passionate professionals with 2 or more years of financial industry experience to work as a Wealth Planner. We are looking for individuals who have the desire...
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Royal Bank of Canada-Victoria, 5 km from Saanich
and maintain client relationships.
• You’re a self-starter – someone who wants to make their day their own.
• You’re driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.
How you’ll succeed...
rbc.com -
Helicopters Without Borders-Vancouver, 88 km from Saanich
in organizing corporate events, initiatives, and fundraising activities.
• Assist in transportation needs (mission equipment).
Financial & Budget Oversight
• Support budget preparation, financial tracking, and financial planning.
• Ensure compliance...
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