Financial planner Jobs in Victoria, BC
Create a job alert for this search
Financial planner • victoria bc
Last updated: 2 hours ago
Background Screening Requirement : .Enhanced Criminal Record Check.As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with ...Show moreLast updated: 30+ days ago
Join to apply for the Financial Planner - IIROC role at Coast Capital Savings.Be among the first 25 applicants.Join to apply for the Financial Planner - IIROC role at Coast Capital Savings.At Coast...Show moreLast updated: 2 days ago
Vancity is a member-owned credit union built on the principles of inclusion and social justice.A relentless commitment to their values has helped them challenge the status quo and break down barrie...Show moreLast updated: 2 days ago
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Material Planner (6 Month Contract).
Expected Salary $57,508 to $71,885.In determining the final salary...Show moreLast updated: 2 days ago
We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strength...Show moreLast updated: 2 days ago
What is the Opportunity? RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as indivi...Show moreLast updated: 20 hours ago
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Material Planner (12 Month Contract).
Expected Salary $57,508 to $71,885.In determining the final salar...Show moreLast updated: 2 days ago
Join easyfinancial, the consumer lending driver behind goeasy’s rapid growth.At goeasy , our people and culture are at the heart of everything we do, and we’re proud to be recognized for it.We’ve e...Show moreLast updated: 2 days ago
Posted Friday, February 28, 2025 at 7 : 00 AM.De Havilland Aircraft of Canada Limited (DHC) is a storied name in the aerospace industry, recognized worldwide for its pioneering contributions to aviat...Show moreLast updated: 2 days ago
A career as a Wealth Offering Manager at National Bank Financial is a job where you can showcase your ability to work in synergy with clients and colleagues.
In this role, you will help your investm...Show moreLast updated: 30+ days ago
Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert : .Victoria, British Columbia, CA, V8Z 0B9.
Project Planner (12 Month Contract).Expected Salary : $67,021 to $83...Show moreLast updated: 2 days ago
Project Planner (12 Month Contract).Expected Salary : $67,021 to $83,776.In determining the final salary, Babcock will consider a variety of factors including the successful Candidate’s skills and e...Show moreLast updated: 2 days ago
Join easyfinancial, the consumer lending driver behind goeasy’s rapid growth.At goeasy , our people and culture are at the heart of everything we do, and we’re proud to be recognized for it.We’ve e...Show moreLast updated: 2 days ago
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our...Show moreLast updated: 2 days ago
Get AI-powered advice on this job and more exclusive features.At EY, we’re all in to shape your future with confidence.We’ll help you succeed in a globally connected powerhouse of diverse teams and...Show moreLast updated: 20 hours ago
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our...Show moreLast updated: 7 days ago
Financial Analyst - Financial Services.Maternity / Parental Leave Replacement – up to 11 months.Monday to Friday (35 hour work week).
This is a CUPE Local 50 position.Participate in the work of the ac...Show moreLast updated: 2 days ago
Experience : 3 years to less than 5 years.Develop the content of the curriculum.Evaluate curriculum programs and recommend improvements.
Conduct statistical analyses to determine cost and effectivene...Show moreLast updated: 30+ days ago
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 moreLast updated: 2 hours ago
Financial Planner - IIROC
Coast CapitalVictoria, British Columbia, CAFull-time
- Promoted
Financial Planner - IIROC
Coast Capital SavingsVictoria, Capital Regional District, CAFull-time
- Promoted
Wealth Planner
VancityVictoria, Capital Regional District, CAFull-time +1
- Promoted
Material Planner Temporary
Babcock International GroupVictoria, Capital Regional District, CAPermanent +1
- Promoted
Financial Services Representative
Canadian Imperial Bank of CommerceVictoria, Capital Regional District, CAFull-time
- Promoted
- New!
Financial Planning Consultant
0000050599 RBC Dominion Securities Inc.Victoria, Capital Regional District, CAFull-time
- Promoted
Material Planner Temporary
Babcock Canada Inc.Victoria, Capital Regional District, CATemporary
- Promoted
Financial Service Representative
goeasy Ltd.Langford, BC, CAFull-time
- Promoted
Production Planner
De Havilland Aircraft of Canada LimitedVictoria, Capital Regional District, CAFull-time
Senior Analyst in Wealth Management
NBCVictoria, British ColumbiaFull-time +2
- Promoted
Project Planner
Babcock Mission Critical Services España SA.Victoria, Capital Regional District, CATemporary
- Promoted
Project Planner
Babcock InternationalVictoria, Capital Regional District, CATemporary
- Promoted
Financial Service Representative
easyfinancialVictoria, Capital Regional District, CAFull-time
- Promoted
Financial Advisor
RBCOak Bay, Capital Regional District, CAFull-time
- Promoted
- New!
Financial Management Associate
EYVictoria, Capital Regional District, CAFull-time
Financial Advisor
Royal Bank of Canada>OAK BAY, CanadaFull-time
- Promoted
Financial Analyst - Financial Services
The City of VictoriaVictoria, Capital Regional District, CAFull-time
education program planner
Canada Top Education Group IncLangford, BC, CAPermanent
- Promoted
- New!
Financial Services Representative
CIBCVictoria, Capital Regional District, CAPermanent
- Owen Sound, ON (from $ 65,625 to $ 381,857 year)
- London, ON (from $ 70,000 to $ 352,579 year)
- Saskatoon, SK (from $ 82,000 to $ 311,334 year)
- Richmond Hill, ON (from $ 72,500 to $ 200,000 year)
- Old toronto, ON (from $ 60,000 to $ 200,000 year)
- Terrebonne, QC (from $ 149,026 to $ 191,217 year)
- Ajax, ON (from $ 149,163 to $ 172,788 year)
- Toronto, ON (from $ 61,000 to $ 170,082 year)
- Delta, BC (from $ 134,733 to $ 163,536 year)
- Richmond, BC (from $ 70,363 to $ 163,536 year)
Financial Planner - IIROC
Coast CapitalVictoria, British Columbia, CA30+ days ago
Job type
- Full-time
Job descriptionProactively identify member financial needs and solutions by considering the member's wealth, business, life goals and other objectives; Leverage financial planning tools to prepare customized and effective presentations; acquire new business from both existing members and prospects; Lead with advice, counselling members on investment strategies and other financial decisions; Review and communicate portfolio performance to members and provide education and consultation related to their investment and financial needs; Serve as a resource for members and staff with needs surrounding financial planning, investments, insurance, tax strategies, retirement analysis, estate & succession planning, etc.; Consistently identify opportunities for personal banking, small business and general insurance opportunities and refers accordingly to support business objectives across business lines; 3-5 years of relevant experience and post-secondary degree or diploma in a related field of study or an equivalent combination of education and experience; CFP designation required or similar industry Planning designation. Eligible to be registered with the BC Securities commission on the IIROC platform CIM, TEP and / or CPA designation are desirable but not essential. Canadian Securities course, Wealth Management Essentials (WME) + Conduct & Practices Handbook (CPH) beneficial but not essential. Familiarity with financial planning software, Morningstar & Salesforce programs; Demonstrated sales skills with an ability to self-source business as well as referral business; Advanced knowledge of a variety of investment products; Solid knowledge with life insurance products and administration. Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Location(s) : Victoria, Admin - Douglas St
Job Type : Full Time Regular
myWork Program : Office
Starting Salary Range : $60,000.00 - $70,000.00 plus commission
Background Screening Requirement :
- Enhanced Criminal Record Check
- Credit Check
- Identity Verification
- Employment Verification
- References
What’s the job?
As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with current and potential members. You will conduct effective discovery meetings to determine member needs and translate the complex world of investments into effective solutions that help members meet their financial goals and objectives.
What you’ll get to do :
Who are we looking for?
Self-motivated and a keen listener, you enjoy building and developing close client relationships; you are adept at using multiple forms of communication to great effect - knowing when and how to use each for the best outcome.
Key skills required :
Why join Coast Capital Savings?