Financial Planner Jobs in Victoria
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Search Results - Financial Planner Jobs in Victoria
Raymond James Financial-Victoria
for their wealth management needs.
Certified Financial Planner, ideally with a CRPC (USA) or CPA designation
Are you looking to grow your career in the wealth advisory business?
The successful candidate will join Aspira Wealth, one of the larger teams...
appcast.io -
NATIONAL BANK OF CANADA-Victoria
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...
National Bank-Victoria
>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...
Burkett Asset Management Limited-Victoria
of professional financial planning, investment regulations, and portfolio management best practices.
• Comprehensive health and retirement benefits
• Close knit office culture
• Professional development programs, coaching and support including internal mobility...
Burkett Asset Management Limited-Victoria
management skills and the ability to manage multiple priorities.
• Demonstrated leadership with a track record of fostering collaboration and driving employee engagement.
• Deep understanding of professional financial planning, investment regulations...
Burkett Asset Management Limited-Victoria
of professional financial planning, investment regulations, and portfolio management best practices.
• Comprehensive health and retirement benefits
• Close knit office culture
• Professional development programs, coaching and support including internal mobility...
University of Victoria-Victoria
initiatives 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...
appcast.io -
Up Financial-Calgary, 727 km from Victoria
is a Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning across Canada and the US.
Up Financial was established to provide clients with independent, customized advice...
Royal Bank of Canada-Victoria
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 -
Pacifica Housing-Victoria
by contributing to strategic and financial planning while resolving critical financial issues by leading the development and implementation of financial management strategies and daily financial administration activities including providing leadership...
appcast.io -
Royal Bank of Canada-Victoria
of influence
• Digital literacy using a variety of systems and tools
Nice to have
• Fluent in other languages
• Great communication skills
• Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS...
rbc.com -
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