Talent.com
Financial Services Advisor — Client Planning & Tech
Financial Services Advisor — Client Planning & TechCanadian Imperial Bank of Commerce • Nanaimo, Regional District of Nanaimo, CA
No longer accepting applications
Financial Services Advisor — Client Planning & Tech

Financial Services Advisor — Client Planning & Tech

Canadian Imperial Bank of Commerce • Nanaimo, Regional District of Nanaimo, CA
12 days ago
Job type
  • Full-time
Job description

A leading financial institution in Canada seeks a client-focused professional to engage with clients, understand their needs, and provide tailored financial solutions. The ideal candidate will have a Mutual Funds License and experience in achieving sales results. The position offers a competitive salary, incentive pay, and a strong commitment to diversity and inclusion within the workplace. You will be part of a culture valuing trust, teamwork, and accountability, helping to make a difference for clients.

#J-18808-Ljbffr

Create a job alert for this search

Financial Advisor • Nanaimo, Regional District of Nanaimo, CA

Similar jobs
Mobile Mortgage Advisor – Client Growth

Mobile Mortgage Advisor – Client Growth

TD Bank • Nanaimo
Full-time
Une grande institution financière à Nanaimo recherche un professionnel pour gérer les relations clients et vendre des produits bancaires. Avec au moins 3 ans d'expérience en vente, vous identifierez...Show more
Last updated: 12 days ago • Promoted
Workday Financials Consultant (Partner Certified) - nanaimo

Workday Financials Consultant (Partner Certified) - nanaimo

Focus on WD • nanaimo, bc, ca
Permanent +1
Must have and be able to transfer their Workday Partner (Financial) Certifications for the duration of the contract.A leading Workday Partner is seeking an experienced Workday Financials Consultant...Show more
Last updated: 1 day ago • Promoted
Investment Advisor

Investment Advisor

RBC Dominion Securities • Nanaimo
Full-time
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 t...Show more
Last updated: 2 days ago • Promoted
Investment Advisor

Investment Advisor

RBC • Nanaimo
Full-time
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 start...Show more
Last updated: 2 days ago • Promoted
Mortgage Specialist

Mortgage Specialist

BMO • Nanaimo, British Columbia, Canada
Part-time
Retail Banking Sales & Service.Join BMO - imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning poss...Show more
Last updated: 20 days ago • Promoted
Workday Financials Consultant (Partner Certified)

Workday Financials Consultant (Partner Certified)

Focus on WD • nanaimo, bc, ca
Permanent +1
Must have and be able to transfer their Workday Partner (Financial) Certifications for the duration of the contract.A leading Workday Partner is seeking an experienced Workday Financials Consultant...Show more
Last updated: 1 day ago • Promoted
Business Development Coach for Financial Advisors

Business Development Coach for Financial Advisors

Sun Life • Nanaimo
Full-time
A leading financial services firm is seeking a Business Development Consultant to recruit and coach experienced advisors. Your role focuses on supporting advisors in achieving their business outcome...Show more
Last updated: 18 hours ago • Promoted • New!
CA Financial Advisor

CA Financial Advisor

Edward Jones • Nanaimo
Full-time
Be among the first 25 applicants.Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth se...Show more
Last updated: 12 days ago • Promoted
Product Manager / Financial Planning Specialist (CFP / QAFP) - Planworth

Product Manager / Financial Planning Specialist (CFP / QAFP) - Planworth

Planworth • nanaimo, bc, ca
Full-time
Planworth makes it possible for advisors to deliver tailored financial, tax and estate planning guidance to more clients across a broader spectrum of wealth than ever before.Planworth is a B2B SaaS...Show more
Last updated: 15 days ago • Promoted
SUN LIFE FINANCIAL ADVISOR

SUN LIFE FINANCIAL ADVISOR

Sun Life Financial • Nanaimo
Full-time +1
SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations : Nanaimo, British Columbiatime type : Full timeposted on : Posted Todayjob requisition id : JR00034428You are as...Show more
Last updated: 12 days ago • Promoted
Workday Financials Consultant (Partner Certified) - Focus on WD

Workday Financials Consultant (Partner Certified) - Focus on WD

Focus on WD • nanaimo, bc, ca
Permanent +1
Must have and be able to transfer their Workday Partner (Financial) Certifications for the duration of the contract.A leading Workday Partner is seeking an experienced Workday Financials Consultant...Show more
Last updated: 1 day ago • Promoted
Product Manager / Financial Planning Specialist (CFP / QAFP)

Product Manager / Financial Planning Specialist (CFP / QAFP)

Planworth • nanaimo, bc, ca
Full-time
Planworth makes it possible for advisors to deliver tailored financial, tax and estate planning guidance to more clients across a broader spectrum of wealth than ever before.Planworth is a B2B SaaS...Show more
Last updated: 15 days ago • Promoted
Client Engagement Manager

Client Engagement Manager

CyberClan • nanaimo, bc, ca
Full-time +1
CyberClan provides enterprise security, and human response to small and midsize enterprises and channel partners through comprehensive risk assessment services, 24 / 7 / 365 managed detection and respo...Show more
Last updated: 15 days ago • Promoted
Product Manager / Financial Planning Specialist (CFP / QAFP) - nanaimo

Product Manager / Financial Planning Specialist (CFP / QAFP) - nanaimo

Planworth • nanaimo, bc, ca
Full-time
Planworth makes it possible for advisors to deliver tailored financial, tax and estate planning guidance to more clients across a broader spectrum of wealth than ever before.Planworth is a B2B SaaS...Show more
Last updated: 15 days ago • Promoted
Canadian Financial Advisor : Grow Your Practice & Impact

Canadian Financial Advisor : Grow Your Practice & Impact

Edward Jones • Nanaimo
Full-time
A leading financial services provider is seeking a Financial Advisor in Canada to partner with clients in achieving their long-term financial goals. The ideal candidate will have relevant experience...Show more
Last updated: 12 days ago • Promoted
Mobile Mortgage Advisor – Vancouver Island

Mobile Mortgage Advisor – Vancouver Island

Scotiabank • Nanaimo
Full-time
A leading financial institution seeks a Home Financing Advisor to leverage banking expertise and build strong client relationships. This commission-based role allows for flexibility and exceptional ...Show more
Last updated: 12 days ago • Promoted
Personal Banking Advisor | Client-Focused Growth

Personal Banking Advisor | Client-Focused Growth

BMO • Nanaimo
Full-time
A financial services institution in Nanaimo seeks a motivated individual to deliver exceptional service in personal banking. As a key member of the branch, you will identify customer needs and provi...Show more
Last updated: 18 hours ago • Promoted • New!
Client Engagement Manager - CyberClan

Client Engagement Manager - CyberClan

CyberClan • nanaimo, bc, ca
Full-time +1
CyberClan provides enterprise security, and human response to small and midsize enterprises and channel partners through comprehensive risk assessment services, 24 / 7 / 365 managed detection and respo...Show more
Last updated: 15 days ago • Promoted