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Financial planner Offres d'emploi - Vancouver, BC

Dernière mise à jour : il y a 2 jours
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
  • Offre sponsorisée
Maintenance Planner

Maintenance Planner

Veolia Environnement SABurnaby, British Columbia, Canada
80 000,00 $CA – 120 000,00 $CA par an
The Maintenance Planner assists the Maintenance Department by planning / scheduling all preventative maintenance (PMs) and emergency tasks to minimize downtime of the 24 / 7 operation of the ECF facili...Voir plusDernière mise à jour : il y a plus de 30 jours
Repair Planner

Repair Planner

Craftsman CollisionVancouver, BC, CA
63 000,00 $CA – 71 000,00 $CA par an
Temps plein
Quick Apply
We are currently looking for a full-time Repair Planner to join our South Cambie Street location in Vancouver.We offer competitive salaries for Repair Planners, ranging from $63,000 to $71,000, dep...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Senior Maintenance Planner

Senior Maintenance Planner

Vancouver Airport AuthorityVancouver, BC, Canada
88 268,00 $CA – 115 362,00 $CA par an
Temps plein +1
YVR is a place of connection, bringing together people, places and cargo while ensuring a safe and efficient experience for everyone. Baggage Operations is an integral part of providing the safe, re...Voir plusDernière mise à jour : il y a 20 jours
Senior Planner Scheduler

Senior Planner Scheduler

PTAGBurnaby, British Columbia, Canada
Temps plein
Quick Apply
PTAG is a Project Management Advisory & Services firm, which is recognized in the industry by Project & Construction Management Industry think-tanks, innovative service delivery partners an...Voir plusDernière mise à jour : il y a 20 jours
Associate Wealth Advisor and Financial Planner

Associate Wealth Advisor and Financial Planner

0000050599 RBC Dominion Securities Inc.VANCOUVER, British Columbia, Canada
38 000,00 $CA – 55 000,00 $CA par an
Temps plein
What is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive cu...Voir plusDernière mise à jour : il y a plus de 30 jours
Planner III

Planner III

City of TerraceBC, BC, CAN
40,44 $CA –45,72 $CA par heure
Quick Apply
Under the direction of the Director of Development Services, and reporting to the Planning Manager, the Planner III performs skilled professional planning work of a complex nature.Work involves app...Voir plusDernière mise à jour : il y a 20 jours
HEALTHCARE PLANNER - SENIOR

HEALTHCARE PLANNER - SENIOR

Parkin Architects LimitedVancouver, BC, CA
105 000,00 $CA – 130 000,00 $CA par an
Quick Apply
Job Summary : The Senior Healthcare Space Planner will be responsible for developing and implementing space planning strategies for healthcare facilities, ensuring efficient and functional use of sp...Voir plusDernière mise à jour : il y a 28 jours
Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

Royal Bank of Canada>BURNABY, Canada
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
  • Offre sponsorisée
Financial Analyst

Financial Analyst

Robert HalfRichmond, BC
27,00 $CA –32,00 $CA par heure
Quick Apply
We are seeking a Financial Analyst to join our team in the education sector, located in Vancouver, British Columbia.In this role, you will have the opportunity to guide and train various department...Voir plusDernière mise à jour : il y a 7 jours
Urban Planner

Urban Planner

ArcadisVancouver, British Columbia, Canada
80,00 $CA par heure
Our Global Architecture & Urbanism Division combines the expertise of IBIs Buildings and Placemaking practice, our Places capabilities, and CRTKLs multi-sector design leadership to offer a diverse ...Voir plusDernière mise à jour : il y a plus de 30 jours
Financial Planner, Investment Retirement Planning

Financial Planner, Investment Retirement Planning

RBC - Royal BankVancouver, BC
20,00 $CA par heure
As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networ...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Urban Planner

Urban Planner

IBI GroupVancouver, British Columbia, Canada
80 000,00 $CA – 100 000,00 $CA par an
Temps plein
Our Global Architecture & Urbanism Division combines the expertise of IBIs Buildings and Placemaking practice our Places capabilities and CRTKLs multisector design leadership to offer a diverse...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Financial Advisor

Financial Advisor

Capital Markets Advisors LLCBritish Columbia, Canada, 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
  • Offre sponsorisée
Senior Traffic Planner

Senior Traffic Planner

AECOMBurnaby, British Columbia, Canada
AECOM Transportation Planning is growing and is seeking a dynamic and innovative oncall Senior Transportation Planner / Engineer to join our team. The successful candidates will be based in any of our...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Financial Planner

Financial Planner

BMORichmond, British Columbia, Canada
44 500,00 $CA – 82 500,00 $CA par an
Temps partiel
Retail Banking Sales & Service.We are hiring Financial Planners for opportunities in our Burnaby / Tri Cities, East Vancouver, North Vancouver, Richmond, Surrey and Victoria markets.Join BMO - imagin...Voir plusDernière mise à jour : il y a 2 jours
Financial Planner

Financial Planner

NBCRichmond, British Columbia
60 000,00 $CA – 100 000,00 $CA par an
Advisory services, Personal banking.A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Parks Maintenance Planner

Parks Maintenance Planner

Randstad CanadaVancouver, British Columbia, CA
CDI
Quick Apply
We are seeking a Parks Maintenance Planner for a one year contract engagement with a municipal client of ours in the Vancouver area. The role support our clients Preventative Maintenance (PM) progra...Voir plusDernière mise à jour : il y a plus de 30 jours
Financial Planner, Investment Retirement Planning

Financial Planner, Investment Retirement Planning

0000050007 Royal Bank of CanadaVANCOUVER, British Columbia, Canada
34,50 $CA par heure
Temps plein
As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networ...Voir plusDernière mise à jour : il y a plus de 30 jours
  • Offre sponsorisée
Maintenance Planner (Mechanical)

Maintenance Planner (Mechanical)

Scout TalentVancouver, British Columbia, Canada
115 000,00 $CA par an
Temps plein
Receive a highly competitive salary of $115k / yr + relocation assistance for the right candidate!.Enjoy a great benefits package that includes health and dental, a pension plan, growth opportunities...Voir plusDernière mise à jour : il y a plus de 30 jours
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.