Financial planner Jobs in Surrey, BC
Last updated: 2 days ago
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...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 18 days ago
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...Show moreLast updated: 7 days ago
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 and world ...Show moreLast updated: 8 days ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by prov...Show moreLast updated: 2 days ago
Are you ready to energize your career with a dynamic team that values your expertise If you excel at tackling complex challenges and transforming plans into action we want you! Flint is looking for...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 7 days ago)
Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner to...Show moreLast updated: 30+ days ago
Hays Manufacturing has partnered with a client to look for their next Production Planner!Reporting to the Plant Manager you would be working with Production staff, Procurement, Maintenance, and Log...Show moreLast updated: 9 days ago%20LTD.)
Secondary (high) school graduation certificate.Review bids and negotiate costs.Arrange for shipping, receiving and storage.
Co-ordinate and monitor conference and meeting activities and attend to re...Show moreLast updated: 15 days ago
Supporting the Vision, Values, Purpose and Commitments of Fraser Health including service delivery that is centered around patients / clients / residents and families : Responsible for developing, revie...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 22 days ago
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...Show moreLast updated: 4 days ago
Keeping the financial records and establishing, maintaining and balancing various accounts using manual and computerized bookkeeping systems.
Plan, set up and administer accounting systems.Preparing...Show moreLast updated: 30+ days ago
A career that gives you purpose.A company that stands up for you.A team where you can be yourself.Sound too good to be true? This is life at Houle.
We believe in empowering communities through local...Show moreLast updated: 30+ days ago
Financial Planner, Investment and Retirement Planning
RBC - Royal BankPort Moody, BCCA$20.00 hourly
- Promoted
Maintenance Planner
Veolia Environnement SABurnaby, British Columbia, CanadaCA$80,000.00–CA$120,000.00 yearly
- Promoted
Senior Maintenance Planner
Vancouver Airport AuthorityPort Moody, BC, CanadaCA$88,268.00–CA$115,362.00 yearly
Full-time +1
Senior Planner Scheduler
PTAGBurnaby, British Columbia, CanadaFull-time
Quick Apply
Financial Planner - Burnaby
ScotiabankBurnaby, BC, CAFull-time
- Promoted
Maintenance Planner
FLINT Corp.Port Moody, British Columbia, CanadaFull-time
Planner III
City of TerraceBC, BC, CANCA$40.44–CA$45.72 hourly
Full-time
Quick Apply
Financial Planner - Surrey (Newton)
The Toronto-Dominion Bank (Canada)Surrey, British ColumbiaFull-time
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...Show moreLast updated: 30+ days ago
- Promoted
Production Planner
HaysLangley, BC, CanadaFull-time
event planner
DELTA GOLF COURSE (2015) LTD.Delta, BC, CACA$35.00 hourly
Permanent
Equipment Planner
Fraser HealthSurrey, British Columbia, CACA$41.35–CA$59.43 hourly
- Promoted
Financial ManagerAccountant
destinationone ConsultingLangley, British Columbia, Canada CleanTech Education and EdTech Government (Municipal State / Provincial and Federal) Health and MedTech Healthcare and Wellness Legal NotForProfit and Public Accounting.
We are committed to building a...Show moreLast updated: 30+ days ago
Financial Planner, Investment and Retirement Planning
0000050007 Royal Bank of CanadaPORT MOODY, British Columbia, CanadaCA$20.00 hourly
Full-time
- Promoted
Financial Advisor
Capital Markets Advisors LLCBritish Columbia, Canada, CanadaFull-time
- Promoted
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...Show moreLast updated: 22 days ago
- Promoted
Financial Planner
BMO FinancialBurnaby, CanadaCA$44,500.00–CA$82,500.00 yearly
Part-time +1
- Promoted
Financial Officer
Heroistic Software Consulting Group LtdSurrey, BC, CanadaCA$30.60 hourly
Full-time
Manufacturing Planner
WhiteWaterDelta, British Columbia WhiteWater makes products, but at our heart, we are a service business, and that means we are a people business.In this way, we excel and create value for our clients by listening to their needs, c...Show moreLast updated: 30+ days ago
Electrical Planner
HouleBurnaby, BC, CANCA$102,500.00 yearly
Financial Planner, Investment and Retirement Planning
RBC - Royal BankPort Moody, BC30+ days ago
Salary
CA$20.00 hourly
Job descriptionFinancial Planning Designation (PFP®, QAFP™ or CFP®) Mutual Funds License (IFIC or CSC) Minimum 2 years' experience in financial planning Proven networking and client acquisition skills Ability to cultivate strong partner relationships Digital Savviness, ability to effectively utilize mobile applications A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options World-class training programs and career development opportunities The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded A flexible work schedule based on client preferences and your own work / life balance Innovative mobile technology to ensure your success
Job Summary
Job Description
What is the opportunity?
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 supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.
This is for current and upcoming opportunities in the Tri-Cities market.
What will you do?
- Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members to help continuously meet their needs
- Develop external business referral sources through networking, marketing, and your centres of influence
What do you need to succeed?
Must-have
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
RBCFP
EVPP4
Job Skills
Adaptability, Business Development, Client Centricity, Curiosity