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Financial representative Jobs in Langley, BC

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Financial representative • langley bc

Last updated: 6 days ago

Financial Planner, Scotia Financial Planning- North Langley/Langley

ScotiabankLangley, BC, CA
Full-timeFull-time

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 exi... Show more

SALES REPRESENTATIVE - B2B

Recruiting In MotionLangley, BC
CA$70,000.00 yearlyCA$70,000.00 yearly
Full-time +1Full-time +1

Metro Vancouver’s business sector as the go-to agency for the recruitment and placement of outstanding employees.BC-owned and operated, we ensure all our candidates — temporary, contract, permanent... Show more

Sales Representative ($90K-$210K)

Best Version MediaMaple Ridge, British Columbia
CA$90,000.00–CA$210,000.00 yearlyCA$90,000.00–CA$210,000.00 yearly
PermanentPermanent

YOUR YEAR! Make a change today that brings you better flexibility, a vibrant workplace culture, and a chance to work with purpose.We are designed, printed, written, and distributed by Canadians in ... Show more

Life Insurance Representative

Serenia Life FinancialLangley, British Columbia, Canada
Full-timeFull-time

Life Insurance Representative .Career Opportunity | Training & New Advisor Support | Licensing Support.Serenia Life Financial is looking for motivated, relationship-driven individuals who want... Show more

Financial Advisor, Investment & Retirement Planning - LANGLEY, B.C.

ScotiabankLangley, BC, CA
Full-timeFull-time

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

Remote Benefits Sales Representative

HMG CareersLangley, British Columbia
CA$69,000.00 yearlyCA$69,000.00 yearly
RemoteRemote
Full-timeFull-time
Quick Apply

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ... Show more

Benefits Presentation Representative - Remote

AO Garcia AgencySurrey, British Columbia, Canada, V3R 0A1
RemoteRemote
Full-time +1Full-time +1

Web-conference meetings from home.Full-time or part-time options.Written training plus live coaching.Advancement for people who lead their numbers.Apply if you are coachable and consistent.Skip it ... Show more

Real Estate Sales Representative

Royal LePage Real EstateMaple Ridge, British Columbia, Canada
CA$50,000.00 yearlyCA$50,000.00 yearly
Full-timeFull-time

Royal LePage is committed to helping you launch your real estate career by providing the industry-leading training, lead generation and technology you need to accelerate your growth.With a culture ... Show more

Sales Representative

The Acquisition GroupLangley, BC, CA
CA$600.00 weeklyCA$600.00 weekly
Full-timeFull-time
Quick Apply

The Acquisition Group is expanding our Langley team and is looking for driven, people-focused individuals to represent TELUS through direct sales.If you're motivated by growth, enjoy working with p... Show more

Financial Advisor (Ridge Meadows Branch)

Envision FinancialMaple Ridge, BC, Canada
CA$100,000.00 yearlyCA$100,000.00 yearly
Full-timeFull-time

We are currently seeking a Financial Advisor to join our team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/invest... Show more

Automotive Parts Representative

Lordco Auto PartsLangley, BC
CA$19.00–CA$25.00 hourlyCA$19.00–CA$25.00 hourly
Full-timeFull-time

Position: Automotive Parts Representative.Do you love interacting with people and sharing your automotive knowledge? Are you looking for a full-time, entry-level job close to home? Join our team wh... Show more

Inside Sales Representative

CarrierLangley, British Columbia, Canada
CA$33,000.00 yearlyCA$33,000.00 yearly
Full-timeFull-time

Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating innovations that bring comfort, safety and sustainability to life.Through cutting-edg... Show more

Sales Representative – British Columbia

ORA PartenairesPitt Meadows, British Columbia, Canada
Full-timeFull-time

Through its well-known brands such as RTX Wheels and Rodac Tools, Thibert now serves more than 15,000 customers through a strategic network of distribution centers across Canada and the United Stat... Show more

Financial Accountant & Operations Coordinator

Packd Upfit EquipmentLangley, Canada
Full-timeFull-time

At Packd, we believe work should be smarter—not harder.Time, space, and efficiency are essential in the trades.That's why we create lightweight, high-performance upfitting solutions that help busin... Show more

Customer Service Representative - Remote

Tim's FinancialWhite Rock, British Columbia
RemoteRemote
Full-timeFull-time

Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ... Show more

Entry Level Sales Representative

Kinetic WirelessLangley, British Columbia, CA
CA$40,000.00–CA$80,000.00 yearlyCA$40,000.00–CA$80,000.00 yearly
Full-timeFull-time

Are you ready to hit the ground running and make a real impact? Kinetic Wireless is seeking energetic and driven Entry Level Sales Representatives to join our dynamic team! This is your chance to o... Show more

Financial Advisor Trainee (Langley)

Co-operatorsLangley, BC, CA
Full-timeFull-time

Department: Field Talent Development.Employment Type: 36 Month Trainee.Language: English is required, French is an asset.Additional Information: This/these role(s) is/are currently vacant.We are a ... Show more

Sales Representative

Kognitive Sales SolutionsLangley, BC, CA
Full-time +2Full-time +2
Quick Apply

Are you someone who lights up a room and genuinely enjoys connecting with people? Kognitive Sales Solutions is hiring Retail Sales Consultant across Canada to represent one of t... Show more

Strategic Planning & Financial Assessment Advisor - Spanish Required

Cuso InternationalMaple Ridge, British Columbia
PermanentPermanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Cuso International is supporting.AN... Show more

Client Service Representative, AECFV

Ethos Veterinary HealthLangley, BC, CA
CA$19.00–CA$23.00 hourlyCA$19.00–CA$23.00 hourly
Full-timeFull-time
Quick Apply

Client Services Representative – Animal Emergency Clinic of Fraser Valley $19–23/hr based on experience Full-time opportunity in Langley, British Columbia Schedule: Client Services oper... Show more

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Financial Planner, Scotia Financial Planning- North Langley/Langley

Financial Planner, Scotia Financial Planning- North Langley/Langley

ScotiabankLangley, BC, CA
30+ days ago
Job type
  • Full-time
Job description

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 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.
  • Your 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.
  • 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.
  • A partnership with our branches and access to Scotia Global Asset Management to deliver an excellent 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.