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Financial manager Offres d'emploi - Courtenay, BC

Dernière mise à jour : il y a 12 heures
Financial Planner - Alliston

Financial Planner - Alliston

ScotiabankAlliston, BC, CA
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fina...Voir plusDernière mise à jour : il y a plus de 30 jours
Financial Analyst, Corporate FP&A

Financial Analyst, Corporate FP&A

Accounting & FinanceBritish Columbia, Canada
40,00 $CA –54,00 $CA par heure
On behalf of our client, Zymeworks, Swim Recruiting is seeking a well-rounded Financial Planning & Analysis Consultant with deep experience using the SAP suite- specifically S4 / Hana and SAC (SA...Voir plusDernière mise à jour : il y a plus de 30 jours
Financial Service Representative - 450 Ryan Rd

Financial Service Representative - 450 Ryan Rd

Money Mart Financial ServicesCourtenay, BC, CA
27,15 $CA par heure
Are you a dynamic and driven professional?.If so, Momentum Financial Services Group wants you to join our team.As a Financial Service Representative you'll make a positive impact on the people livi...Voir plusDernière mise à jour : il y a plus de 30 jours
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Business Development Manager

Business Development Manager

CI FinancialGreater Vancouver Metropolitan Area, Canada
55 000,00 $CA – 65 000,00 $CA par an
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro...Voir plusDernière mise à jour : il y a 5 jours
  • Offre sponsorisée
  • Nouvelle offre
Financial Advisor

Financial Advisor

Navacordbritish columbia, Canada
Temps plein
This role is being posted by Navacord on behalf of Waypoint Benefits & Financial Services.Locations : Vancouver, North Vancouver, West Vancouver, Nanaimo, or Comox Valley. Waypoint Benefits and Finan...Voir plusDernière mise à jour : il y a 16 heures
  • Offre sponsorisée
  • Nouvelle offre
Chief Financial Officer

Chief Financial Officer

Providence LivingBC, Canada
Temps plein
Our client is one of Canada’s leading transportation companies, known for its adaptability and innovation in providing unique solutions tailored to customers' changing needs.The role of the Account...Voir plusDernière mise à jour : il y a 12 heures
Financial Advisor (Ganges (Salt Spring) Branch)

Financial Advisor (Ganges (Salt Spring) Branch)

Envision FinancialSalt Spring Island, BC, Canada
100 000,00 $CA par an
We are currently seeking a Financial Advisor to join our Salt Spring team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of de...Voir plusDernière mise à jour : il y a plus de 30 jours
Financial Service Representative (FT + Monthly Incentives)

Financial Service Representative (FT + Monthly Incentives)

easyfinancialCentral Okanagan, British Columbia, Canada
18,00 $CA –20,00 $CA par heure
If you are looking to join one of Canada’s fastest growing companies, goeasy Ltd.North America’s Most Engaged Workplaces, we want the best to join our team. Canada’s leading non-prime lenders, ...Voir plusDernière mise à jour : il y a 7 jours
Financial Analyst, Financial Reporting

Financial Analyst, Financial Reporting

Island HealthBritish Columbia, CA
38,27 $CA –55,01 $CA par heure
Education, Training And Experience.A level of education, training and experience equivalent to a recognized accounting designation (CPA) plus five (5) years recent related experience in financial r...Voir plusDernière mise à jour : il y a plus de 30 jours
TRIUMF Chief Financial Officer

TRIUMF Chief Financial Officer

BoydenBC, CA
220 000,00 $CA – 245 000,00 $CA par an
CDI
TRIUMF is Canada’s particle accelerator centre and one of the world's leading laboratories for particle and nuclear physics, radio-life sciences, and accelerator-based science.TRIUMF is an internat...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Financial Advisor

Financial Advisor

Capital Markets Advisors LLCBritish Columbia, Canada
Temps plein
If you or anyone you know maybe interested in having a confidential conversation.Please like and share within your network. Position Overview : Financial Advisor / Planner – Growth and Equity Partnersh...Voir plusDernière mise à jour : il y a plus de 30 jours
Manager, Financial Advisory - Indigenous Services

Manager, Financial Advisory - Indigenous Services

MNPCourtenay, BC, Canadá
85 476,00 $CA – 92 412,00 $CA par an
Temps plein
Inspirational, innovative, and entrepreneurial - this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impa...Voir plusDernière mise à jour : il y a plus de 30 jours
Entry Level Financial Services

Entry Level Financial Services

Spade RecruitingBritish Columbia, Canada
55 000,00 $CA par an
Temps plein +1
AIL is a leading insurance and supplemental benefits provider.The company provides its clients with value and unbeatable customer service with complete transparency and integrity.That's what makes ...Voir plusDernière mise à jour : il y a plus de 30 jours
Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

0000050007 Royal Bank of CanadaCOWICHAN VALLEY, British Columbia, Canada
34,50 $CA par heure
Temps plein
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully su...Voir plusDernière mise à jour : il y a plus de 30 jours
financial manager

financial manager

VALLEX DEEP CONSTRUCTION LTD.BC, CA
58,00 $CA –65,00 $CA par heure
Temps plein +1
Heures de travail : 30 to 40 hours per week.Identifying and investigating compliance issues.Plan and control budget and expenditures. Establish and implement policies and procedures.Design and manage...Voir plusDernière mise à jour : il y a 19 jours
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Pharmacy Manager

Pharmacy Manager

Rexall Pharmacy Group ULCComox, BC, Canada
Temps plein
We’re more than just a pharmacy - we’re a leader in healthcare across Canada and a certified Great Place to Work™.Proudly recognized for our diversity, inclusion, and exceptional employee experienc...Voir plusDernière mise à jour : il y a 1 jour
Senior Accountant, Financial Reporting & Standards

Senior Accountant, Financial Reporting & Standards

BCLCRemote within, BC, CA
109 652,00 $CA par an
Télétravail
Temps plein
BCLC exists to generate win-wins for the greater good.For our people, our players, our province, and our planet.Being a social purpose company, we are not only able to better align our business dec...Voir plusDernière mise à jour : il y a plus de 30 jours
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  • Nouvelle offre
Accountant

Accountant

MyGreat Recruitment Inc.greater vancouver, bc, Canada
80 000,00 $CA – 120 000,00 $CA par an
Temps plein
Please do not direct message the author of this job advert.Due to the high number of applicants they will be unable to respond • • •. Accounting Manager Job Description.We are looking for an accounting...Voir plusDernière mise à jour : il y a 16 heures
  • Offre sponsorisée
operations vice-president - financial, communications and other business services

operations vice-president - financial, communications and other business services

SMS MotorsBC, Canada
94,51 $CA par heure
Temps plein +1
Operations Vice-President - Financial, Communications and Other Business Services.Posted on October 07, 2024 by Employer details SMS MOTORS. Terms of employment : Permanent, Full-time.Allocate materi...Voir plusDernière mise à jour : il y a 1 jour
Financial Planner - Alliston

Financial Planner - Alliston

ScotiabankAlliston, BC, CA
Il y a plus de 30 jours
Description de poste

Requisition ID : 210906

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under Scotia Financial Planning (formerly known as ‘Investment Specialist’ under the Mobile Advice Team). Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture!

As an Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.

Is this role right for you? In this role, you will :

Promote the development and sustainable growth of proprietary investment business in the assigned market area by :

  • Business Development : Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and / or referral to the appropriate partners.
  • Client-Centric : Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
  • Community Involvement : Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

Do you have the skills that will enable you to succeed in this role? -We’d Love To Work With You If You Have :

  • 3 years of experience in financial planning and investment sales.
  • You’re a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You have successfully completed a Personal Financial Planning (PFP®) designation and / or a Certified Financial Planner (CFP®) designation.
  • Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
  • You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district. What’s in it for you?
  • An entrepreneurial culture with the freedom to develop your career.
  • A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.
  • A compensation structure that rewards growing and maintaining your client base.
  • Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
  • The ability to build long-lasting client relationships through exceptional advice and service.
  • Ability to provide an excellent client experience without going to the branch.
  • A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
  • A work culture that promotes diversity, respect, and inclusion.
  • Other Information

  • Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.
  • financialplanner

    Location(s) :  Canada : Ontario : Alliston

    Scotiabank is a leading bank in the Americas. Guided by our purpose : "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

    At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.