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- Saanich, BC
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Bank branches Offres d'emploi - Saanich, BC
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Bank branches • saanich bc
- Offre sponsorisée
Wealth Offering Manager
National BankVictoria, BC, CanadaReceptionist
Velocity Truck Centres CanadaVictoria, BC, CAN- Offre sponsorisée
Human Resources Partner Manager – Wholesales Distribution
Lock Search GroupGreater Vancouver, BC, Canada- Offre sponsorisée
Senior AVP & Market Lead BC Interior
CWBEllison, British Columbia, Canada- Offre sponsorisée
Senior Director, Legal Services
Canada Lands CompanyBC, Canada- Offre sponsorisée
Senior Project Engineer
PPM Civil ConstructorsBC, Canada- Offre sponsorisée
Customer Service Representative
BMOVictoria, British Columbia, CanadaSr Change Manager to develop training documents and a change readiness plan for a large contact center solution project from initiation to go-live for a Benefits Modernization initiative
S.i. SystemsVictoria, CA- Offre sponsorisée
Associate (On-Site)
NATIONAL BANK OF CANADASaanich, BC, CanadaBranch Manager - Construction Materials
EightSix NetworkBC- Offre sponsorisée
Accounting and Financial Officer - Intermediate Level
Mercy Ships CanadaVictoria, British Columbia, CanadaTrade Finance Professional
Euro Exim BankVictoria, Victoria, CACustomer Experience Associate - Hatley Park, Victoria, BC (26.25 hours)
ScotiabankVictoria, BCService Advisor
First Truck Centre2005 Keating Cross Road, Saanichton, BC, CanadaOutside Sales Specialist - DataCom
NedcoBritish Columbia, BC, CARegional Managers
Lordco Auto PartsBritish Columbia, Canada- Offre sponsorisée
Branch Manager
Waypointvictoria, bc, CanadaRent Bank Case Worker - Prince George, BC
Mennonite Central Committee (BC)British Columbia, CA- Offre sponsorisée
Regional Channel Manager, Reverse Mortgages
EQ Bank | Equitable Bankbritish columbia, CanadaBanking Center Relationship Banker 1
Webster BankBC LIC Main OfficeWealth Offering Manager
National BankVictoria, BC, Canada- Temps plein
Senior Wealth Offering ManagerAs a Senior Wealth Offering Manager at National Bank Financial, you will have the opportunity to showcase your ability to work in synergy with clients and colleagues.This role involves helping your investment advisory team stand out by providing exceptional customer service that has a positive, long-term impact on our clients.Your Key Responsibilities : Help clients establish their financial plan, prepare financial plans, and retirement projections.Hold meetings and facilitate presentations / seminars for current and potential clients.Work closely with a well-established, high-performing team to serve clients.Contribute to the acquisition of new assets and new clients through planning engagements and client review meetings.Provide advice and service according to the team's investment management process and the client's needs.Maintain a target time split of 20% planning, 40% business development, and 40% client advisory / service.Evaluate and identify client's financial planning needs and propose solutions.Monitor and follow up on complex financial plans completed by in-house planners.About Your Team : National Bank Financial - Wealth Management is one of Canada's leading brokerage firms, with close to 1,000 investment advisors managing over $400 billion in client assets across approximately 100 branches.Reporting to the regional manager, you will collaborate with an investment advisor to provide an exceptional client experience, leveraging partnership and collaboration as key drivers of success.Requirements : Certified Financial Planner (CFP) designation or Personal Financial Planner (PFP).Completion of the Canadian Securities Course and Conduct and Practices Handbook Course is an asset.Knowledge of taxation, retirement planning, and estate planning is an asset.Excellent knowledge of investment products, financial markets, and the economy.What We Offer : In addition to competitive compensation, you'll be eligible for a comprehensive benefits package designed to promote your wellbeing and that of your family.This includes health and wellness programs, flexible group insurance, a generous pension plan, employee share ownership plan, employee and family assistance program, preferential banking services, opportunities to get involved in community initiatives, telemedicine service, and virtual sleep clinic.We strive to create a dynamic work environment that fosters a positive employee experience, using cutting-edge collaboration tools and actively listening to employees' ideas.Our commitment to inclusivity and accessibility is central to our values, inspiring us to create a barrier-free workplace accessible to all employees.