25 meilleures offres (financial planner, langley, bc) (à pourvoir)

Investment/ Financial Planner
Confidential —Surrey, BC
- De 80 000 $ à 120 000 $ par an
- Temps plein
- Microsoft Office
- En présentiel
- Compétences en communication
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
il y a 9 jours
Wealth Advisor/Financial Planner
Fidelity Investments —Vancouver, BC
- De 100 000 $ à 140 000 $ par an
- Temps plein
- Télétravail
- Vente
- Anglais
- Baccalauréat
- Régimes de participation aux bénéfices
- Bourses d'Études
Financial Planner
Canaccord Genuity Corp. —Vancouver, BC
- De 80 000 $ à 100 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Capacités de présentation
il y a 9 jours
Financial Planner
Canaccord Genuity Corp. —Vancouver, BC
- De 75 000 $ à 85 000 $ par an
- Temps plein
- Capacités de présentation
- Compétences en communication
Associate, Financial Planning
Canaccord Genuity Corp. —Vancouver, BC
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Finance
Associate Financial Advisor
The Mindful Workplace —Colombie-Britannique
- De 40 000 $ à 45 000 $ par an
- Temps plein
- Finance
- Développement commercial
- Services financiers
- Congés payés
- Travail à domicile
Postuler rapidement
il y a 11 jours
Relationship Associate
Grandtag Financial Metrotown Inc. —Richmond, BC
- À partir de 54 000 $ par an
- Temps plein
- Logiciels de GRC/CRM
- Service à la clientèle
- Anglais
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
Claims Consultant, Specialty (E+O/D+O/Commercial Crime)
Intact —Vancouver, BC
- De 118 700 $ à 145 100 $ par an
- Temps plein
- Travail hybride
- Service à la clientèle
- Baccalauréat
- Gestion d'équipe
- Plan d'actionnariat des employés
Senior Financial Advisor MFDA
CIBC —Vancouver, BC
- Temps plein
- Vente
- Développement commercial
- Services financiers
Financial Advisor, Investment & Retirement Planning - Park Royal Shopping Centre, West Vancouver
Scotiabank —West Vancouver, BC
- Vente
- Services financiers
il y a 6 jours
Relationship Associate
GT Wealth —Richmond, BC
- De 54 000 $ à 64 000 $ par an
- Temps plein
- Bilingue
- Logiciels de GRC/CRM
- Vente
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
il y a 5 jours
Senior Financial Advisor
TalentSphere —Vancouver, BC
- De 100 000 $ à 250 000 $ par an
- Temps plein
- Télétravail
- Développement commercial
- Services financiers
- Compétences en communication
Postuler rapidement
Mobile Mortgage Specialist
TD Bank —Langley, BC
- Temps plein
- Service à la clientèle
- Développement commercial
- Congés payés
Mobile Mortgage Specialist
TD Bank —Surrey, BC
- Temps plein
- Service à la clientèle
- Développement commercial
- Congés payés
il y a 12 jours
Mobile Mortgage Specialist
TD Bank —Surrey, BC
- Temps plein
- Service à la clientèle
- Développement commercial
- Congés payés
Financial Planner, Scotia Financial Planning- North Langley/Langley
Scotiabank —Langley, BC
- Développement commercial
- Déplacements à prévoir
- Services financiers
il y a 9 jours
Financial Planner, Scotia Financial Planning - Newton, Surrey
Scotiabank —Surrey, BC
- Développement commercial
- Déplacements à prévoir
- Services financiers
il y a 9 jours
Associate Wealth Advisor / Financial Planner
Royal Bank of Canada —Vancouver, BC
- De 40 000 $ à 60 000 $ par an
- Temps plein
- Recherche
- Microsoft Office
- Finance
Financial Planner, Investment and Retirement Planner
Royal Bank of Canada —Surrey, BC
- Temps plein
- Vente
- Développement commercial
- Compétences en informatique
- Heures d'arrivée et de départ flexibles
Senior Financial Planner
Raymond James Financial, Inc. —Vancouver, BC
- De 120 000 $ à 130 000 $ par an
- Temps plein
- Microsoft Office
- Finance
- Capacités de présentation
- Plan d'actionnariat des employés
- Bourses d'Études
Financial Planner, Scotia Financial Planning - Central City, Surrey
Scotiabank —Surrey, BC
- Développement commercial
- Déplacements à prévoir
- Services financiers
il y a 9 jours
Financial Planner
Royal Bank of Canada —Delta, BC
- Temps plein
- Développement commercial
- Services financiers
il y a 2 jours
Branch Manager - Abbotsford
Vancouver City Savings Credit Union —Abbotsford, BC
- De 108 500 $ à 134 085 $ par an
- Développement commercial
- Baccalauréat
- Amélioration continue
- Jours fériés payés
- Assurance Dentaire
il y a 5 jours
Sr. Financial Planner CIRO-ID
CIBC —Vancouver, BC
- Temps plein
- Vente
- Développement commercial
- Gestion d'équipe
Financial Solutions Associate - Brentwood Branch
Beem Credit Union —Burnaby, BC
- De 61 120 $ à 65 000 $ par an
- Logiciels de GRC/CRM
- Vente
- Finance
- Assurance Invalidité
- Assurance Dentaire

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial planner (langley, bc)

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de Workopolis.

Investment/ Financial Planner

Confidential
Surrey, BC

Postuler rapidement

Détails du poste

Permanent | Temps plein
Il y a 9 jours

Avantages

Assurance Invalidité
Assurance Dentaire
Stationnement sur place

Compétences

Investissement
Tenue de dossiers
Développement des relations avec la clientèle
Expérience en conseil financier
Développement des relations avec la clientèle
Microsoft Office
CFP
Prise de décisions
Gestion des risques
Orientation axée sur le service à la clientèle
Consultation auprès de la clientèle
Gestion des comptes
Compétences en communication
Interaction avec les clients
Coordination d'équipe
Permis de conduire

Description complète du poste

ABOUT THE PRACTICE
Our client is a boutique wealth management practice that has served affluent individuals, families and business owners for more than 30 years. The firm provides highly personalized financial guidance across wealth management and family office services, helping clients navigate both their personal and business financial lives — bringing together financial planning, investment management, risk management and long-term wealth strategies through trusted, enduring relationships.

Operating within the platform of one of Canada's leading national wealth management firms, the practice combines the personalized approach of a boutique with the resources, infrastructure and regulatory framework of a nationally recognized organization. The team is collaborative, relationship-driven and deeply committed to doing excellent work for the right clients.

THE OPPORTUNITY
This is an opportunity for an experienced Financial Planner who wants to spend more time genuinely advising clients — and less time operating within a traditional sales or product-driven environment.

Reporting to the Senior Wealth Advisor, you will take primary advisory responsibility for a segment of client families while supporting other relationships across the practice. You will work closely with clients to understand their circumstances, goals, investment objectives, risk tolerance and broader personal and business priorities, then develop meaningful strategies, build and implement portfolio recommendations, and remain actively involved as those plans evolve. This is a hands-on advisory role for someone who values long-term relationships, thoughtful planning and seeing recommendations through to implementation.

KEY RESPONSIBILITIES

Serve as primary advisor for a portfolio of client families and as secondary advisor on other relationships.
Develop a deep understanding of clients' personal and business circumstances, goals, risk tolerance, risk capacity and investment objectives.
Create comprehensive personal and business financial plans, wealth strategies and recommendations.
Build and implement appropriate portfolio recommendations and help translate them into meaningful action.
Provide ongoing account oversight, client follow-up and reporting, recommending adjustments as circumstances evolve.
Work with financial planning software and internal resources to develop comprehensive client strategies.
Collaborate closely with senior advisors, other financial professionals and administrative team members.
Coordinate with clients' accountants, lawyers and other professional advisors as required.
Support accurate client record keeping, regulatory compliance, reporting and tax-related processes.
Participate in client appreciation events, educational workshops and seminars, and maintain current industry knowledge through continuing education.

WHAT YOU BRING

Minimum five years of experience in a client-facing financial advisory or financial planning role.
Current CIRO securities licensing.
CFP® designation.
Strong financial literacy and demonstrated experience creating comprehensive financial plans and strategies.
Strong understanding of investments, portfolio construction, financial planning principles and wealth management.
Experience with modern financial planning software and related wealth management technology.
Exceptional verbal, written and interpersonal communication skills, with a strong ability to build trust and long-term client relationships.
High degree of accuracy, organization, attention to detail and sound judgment.
Self-motivated, comfortable taking ownership of client needs, and effective both independently and within a closely integrated team.
Proficiency with Microsoft Office and related business systems.
A valid driver's licence and personal vehicle, as regular time will be spent at both office locations.

WHAT WILL MAKE YOU STAND OUT
An insurance licence, combined with experience developing and implementing insurance and risk-management solutions, would be a strong asset. The successful candidate will bring personal accountability, initiative, sound decision-making and genuine curiosity — comfortable building meaningful client relationships while remaining practical, organized and consistent in execution.

WHO THIS MAY APPEAL TO
This role may particularly suit an experienced Financial Planner or Wealth Advisor currently working within a bank, credit union, investment firm or traditional financial institution who wants a different kind of advisory environment — one where:

Client relationships are valued beyond sales quotas and product targets.
You have enough capacity to understand clients and serve them properly.
Financial plans are actively implemented rather than simply produced.
Advice can consider the client's broader personal, family and business circumstances.
Long-term relationships and quality of advice matter more than transaction volume.
You can continue developing professionally alongside an experienced advisory team.

COMPENSATION & BENEFITS

Annual compensation of $80,000–$120,000, commensurate with experience, plus bonus structure.
Medical, dental and long-term disability benefits.
Employer-supported professional development and continuing education.
Mentorship and ongoing professional growth.
Team events and appreciation activities.
On-site parking at both office locations; business casual environment.

WORK ENVIRONMENT
This is an in-office position, with time spent at both practice locations in Surrey and Abbotsford. Regular hours are Monday to Friday, 9:00 a.m. to 5:00 p.m., with flexibility when required. The team works with clients both in person and virtually — a close-knit, highly productive group built on curiosity, continuous learning, personal accountability and mutual respect.

Pay: $80,000.00-$120,000.00 per year

Work Location: In person

Postuler rapidement

Affinez votre recherche

financial planner emplois - langley, bc

Investment/ Financial Planner

Wealth Advisor/Financial Planner

Financial Planner

Financial Planner

Associate, Financial Planning

Associate Financial Advisor

Relationship Associate

Claims Consultant, Specialty (E+O/D+O/Commercial Crime)

Senior Financial Advisor MFDA

Financial Advisor, Investment & Retirement Planning - Park Royal Shopping Centre, West Vancouver

Relationship Associate

Senior Financial Advisor

Mobile Mortgage Specialist

Mobile Mortgage Specialist

Mobile Mortgage Specialist

Financial Planner, Scotia Financial Planning- North Langley/Langley

Financial Planner, Scotia Financial Planning - Newton, Surrey

Associate Wealth Advisor / Financial Planner

Financial Planner, Investment and Retirement Planner

Senior Financial Planner

Financial Planner, Scotia Financial Planning - Central City, Surrey

Financial Planner

Branch Manager - Abbotsford

Sr. Financial Planner CIRO-ID

Financial Solutions Associate - Brentwood Branch

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial planner (langley, bc)

Related Searches

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact