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Banking Jobs in Surrey, BC

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Banking • surrey bc

Last updated: 11 hours ago

Sr. Financial Advisor - CIRO-ID (Urban)

CIBCBurnaby, BC

Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ... Show more

Banking Advisor (On-Site)

NATIONAL BANK OF CANADASurrey, British Columbia
Permanent, Full-time, Part-timePermanent, Full-time, Part-time

Advisory services, Personal banking.A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life ... Show more

Senior Account Manager, Commercial Banking (Hybrid)

NATIONAL BANK OF CANADACoquitlam, British Columbia
PermanentPermanent

Advisory services, Commercial banking.A career as a Senior Account Manager, Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned to you... Show more

Financial Advisor

CIBCBurnaby, BC

Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ... Show more

Intermediate Accountant

Cotecna Canada Inc.Burnaby, British Columbia, Canada
CA$60,000.00–CA$65,000.00 yearlyCA$60,000.00–CA$65,000.00 yearly
Full-timeFull-time
Quick Apply

Intermediate Accountant (Based in Burnaby, BC, Canada).We are looking for a motivated.Cotecna is a multinational leader in testing, inspection, and certification services with a global network span... Show more

Associate (On-Site)

National BankSurrey, British Columbia
PermanentPermanent

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will hel... Show more

Financial Representative | Launch Your Career in Life Insurance

Serenia Life FinancialSurrey, British Columbia, Canada

Financial Representative | Launch Your Career in Life Insurance .Newly Licensed or Willing to Become Licensed | Training & Coaching Provided | Uncapped Earning Potential.Ready for a Career Whe... Show more

 • New!

Investment Advisor

0000050599 RBC Dominion Securities Inc.SURREY, British Columbia, Canada
Full-timeFull-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

Financial Advisor, Investment & Retirement Planning - BURNABY MAIN BRANCH, BURNABY, B.C.

ScotiabankBurnaby, BC, CA

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for cont... Show more

Director of Finance

Vitacore IndustriesBurnaby, British Columbia, Canada
CA$120,000.00–CA$140,000.00 yearlyCA$120,000.00–CA$140,000.00 yearly
Full-timeFull-time
Quick Apply

At Vitacore, we integrate cutting-edge research and technology with a profound commitment to sustainability and innovation.Established in 2020, Vitacore is driven by our mission to develop transfor... Show more

Associate (On-Site)

NATIONAL BANK OF CANADASurrey, British Columbia
PermanentPermanent

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will hel... Show more

Director of Finance

Accounting & FinanceCoquitlam, British Columbia, Canada
CA$145,000.00–CA$160,000.00 yearlyCA$145,000.00–CA$160,000.00 yearly
PermanentPermanent

Exciting opportunity for an experienced finance leader who has worked in the construction and/or restoration sector.Working with an entrepreneurial and dynamic company going through a significant p... Show more

Personal Banking Associate Trainee

TDSurrey, British Columbia

Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking ... Show more

Member Service Representative (sales & service)

Fitness WorldBurnaby, BC
CA$70,000.00 yearlyCA$70,000.00 yearly
Full-timeFull-time

We’ve been alerted to fraudulent emails, phone calls and offer letters impersonating Fitness World and targeting job candidates.Fitness World does not offer remote roles — all recruitment is conduc... Show more

Senior Account Manager, Commercial Banking (Hybrid)

National BankCoquitlam, British Columbia
PermanentPermanent

Advisory services, Commercial banking.A career as a Senior Account Manager, Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned to you... Show more

Client Advisor

0000050007 Royal Bank of CanadaBURNABY, British Columbia, Canada
Full-timeFull-time

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, ... Show more

Controller | Accountant

Miles Employment GroupBurnaby, BC, CA
CA$90,000.00 yearlyCA$90,000.00 yearly
Quick Apply

Controller | Accountant Strategic Financial Leader | Entrepreneurial Environment | Forestry, Manufacturing & Industrial Operations We are seeking an experienced, hands-on Controller to join a growi... Show more

Campus Administrator and Financial Aid Officer

Discovery Community CollegeSurrey, BC, CA
CA$50,000.00–CA$55,000.00 yearlyCA$50,000.00–CA$55,000.00 yearly
Full-timeFull-time
Quick Apply

Discovery Community College (DCC) is seeking an organized, service-focused Campus Administrator and Financial Aid Officer to support campus operations and help students navigate the financial aid p... Show more

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Sr. Financial Advisor - CIRO-ID (Urban)

Sr. Financial Advisor - CIRO-ID (Urban)

CIBCBurnaby, BC
30+ days ago
Job description

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.

À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font.

Pour en savoir plus sur la Banque CIBC, visitez le site .

What you'll be doing


As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.



How you'll succeed

  • Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.
  • Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
  • Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
  • You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
  • You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
  • You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
  • You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
  • Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
  • You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.
  • You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
  • You’re a certified professional (CIRO-ID). You have current accreditation and good standing for CIRO-ID licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire.
  • You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

At CIBC, we seek individuals who value innovation, collaboration and client service. This posting is for a role we regularly recruit for to support our talent pipeline. Apply to be considered for future opportunities.

Ce que la Banque CIBC vous offre

À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu’employé, nous nous efforçons de créer des occasions qui vous permettront d’exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.

  • Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l’adhésion à un programme d’avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d’achat d’actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.

  • Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.

  • Nous favorisons une culture qui encourage l’expression de vos ambitions au moyen d’initiatives comme la journée Raison d’être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement.

* Sous réserve des modalités du régime et du programme

Ce que vous devez savoir

  • La Banque CIBC s’est engagée à créer un milieu de travail intégrateur où tous les membres de l’équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d’un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d’une solution d’adaptation, écrivez à .

  • La Banque CIBC s’engage à faire preuve de clarté dans le cadre de son processus d’embauche. Tous les affichages visent à pouvoir des postes pour lesquels nous recrutons activement, à moins d’avis contraire.

  • Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s’il y a lieu, détenir un permis de travail ou d’études valide.

  • Nous pourrions vous demander de remplir une évaluation fondée sur les attributs et d’autres tests de compétences (comme la simulation, la programmation, la maîtrise du français)

  • Nous utilisons des outils d’intelligence artificielle pendant le processus de recrutement. Notre objectif pour le processus de demande est d’en apprendre davantage sur vous et sur tout ce que vous avez à offrir, et de vous donner l’occasion d’en apprendre davantage sur nous.

Lieu de travail

Vancouver-5636 Cambie Street

Type d’emploi

Permanent

Heures de travail hebdomadaires

37.5

Compétences

Axé sur les résultats, Connexions communautaires, Consultation financière, Développement d'entreprise, Gestion de portfolios, Investissements, Prêt, Service client