25 meilleures offres (portfolio advisor, vancouver, bc) (à pourvoir)

Associate Financial Advisor
CIBC —Vancouver, BC
- Fins de semaine au besoin
- Finance
il y a 4 jours
Senior Portfolio Advisor
Vancouver Fraser Port Authority —Vancouver, BC
- Temps plein
- Travail hybride
- PMP
- Baccalauréat
- Affaires
- Congés payés
Advisor, Protection Services
Vancouver Coastal Health —Vancouver, BC
- De 35,37 $ à 50,85 $ de l’heure
- Temps partiel
- Microsoft Office
- Baccalauréat
- Ressources humaines
- Programmes de Bien-être
- Assurance Dentaire
Senior Portfolio Advisor
Port of Vancouver —Vancouver, BC
- Temps plein
- Travail hybride
- PMP
- Baccalauréat
- Affaires
- Congés payés
Portfolio Budget Advisor
Langara College —Vancouver, BC
- De 44,90 $ à 65,86 $ de l’heure
- Temps plein
- Microsoft Powerpoint
- Microsoft Excel
- Compétences rédactionnelles
- Assurance Dentaire
- Congés payés
il y a 6 jours
Investment Assistant (Req 99)
Odlum Brown —Vancouver, BC
- De 65 000 $ à 75 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Postuler rapidement
Commercial Property Manager
Transpacific Realty Advisors —Burnaby, BC
- De 85 000 $ à 90 000 $ par an
- Temps plein
- Service à la clientèle
- Expérience administrative
- En présentiel
- Heures d'arrivée et de départ flexibles
Postuler rapidement
il y a 6 jours
Residential Rental Property Manager
Transpacific Realty Advisors —Burnaby, BC
- De 80 000 $ à 95 000 $ par an
- Temps plein
- Service à la clientèle
- Expérience administrative
- En présentiel
Postuler rapidement
il y a 1 jour
Financial Sales Support/Wealth Advisor
Acumen Capital Partners —Port Coquitlam, BC
- De 50 000 $ à 150 000 $ par an
- Temps plein
- Microsoft Excel
- Vente
- Saisie de données
- Assurance Dentaire
Postuler rapidement
il y a 13 jours
Senior Manager, U.S. Tax
Davidson & Company LLP —Vancouver, BC
- De 130 000 $ à 165 000 $ par an
- Temps plein
- Travail hybride
- Anglais
- Recherche
- Gestion de projet
- Programme d'Aide aux Employés
Postuler rapidement
Specialist, Portfolio Operations
Canaccord Genuity Corp. —Vancouver, BC
- De 50 000 $ à 58 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Major Accounts Sales Executive
Metasoft Systems Inc. —Vancouver, BC
- 100 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Salesforce
- Capacités de présentation
- Programmes de Bien-être
- Assurance Dentaire
Postuler rapidement
il y a 5 jours
Investment Associate
Canaccord Genuity Corp. —Vancouver, BC
- De 50 000 $ à 60 000 $ par an
- Temps plein
- Microsoft Excel
- Expérience en gestion
- Salesforce
Senior Occupational Health and Safety Project Manager
Pinchin Ltd —Richmond, BC
- De 90 000 $ à 110 000 $ par an
- Heures supplémentaires
- Travail hybride
- Maîtrise
- Baccalauréat
- Leadership
- Heures d'arrivée et de départ flexibles
Postuler rapidement
Personal Lines Insurance Advisor
Johnston Meier Insurance Agencies Group —Vancouver, BC
- De 45 000 $ à 65 000 $ par an
- Temps plein
- Microsoft Excel
- Service à la clientèle
- Compétences en informatique
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Personal Lines Insurance Advisor
Johnston Meier Insurance Agencies Group —Richmond, BC
- De 45 000 $ à 65 000 $ par an
- Temps plein
- Microsoft Excel
- Vente
- Service à la clientèle
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Personal Lines Insurance Advisor - Remote
Johnston Meier Insurance Agencies Group —Colombie-Britannique
- De 45 500 $ à 65 000 $ par an
- Temps plein
- Télétravail
- Microsoft Excel
- Service à la clientèle
- Compétences en informatique
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Auto Insurance Advisor
Johnston Meier Insurance Agencies Group —Burnaby, BC
- De 38 000 $ à 50 000 $ par an
- Temps plein
- Service à la clientèle
- Compétences en informatique
- En présentiel
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Project Development Advisor - Volunteer in Peru (Spanish)
Cuso International —Vancouver, BC
- À partir de 1 000 $ par mois
- Temporaire
- Espagnol
- Recherche
- Gestion de projet
- Indemnité de déménagement
- Programme d'Aide aux Employés
il y a 11 jours
Financial Advisor - CIRO-ID
CIBC —Burnaby, BC
- Temps plein
Senior Financial Advisor MFDA
CIBC —Vancouver, BC
- Temps plein
Personal Lines Insurance Advisor
Johnston Meier Insurance Agencies Group —Langley, BC
- De 45 000 $ à 65 000 $ par an
- Temps plein
- Microsoft Excel
- Service à la clientèle
- Compétences en informatique
- Assurance Dentaire
Postuler rapidement
Personal Lines Insurance Advisor
Johnston Meier Insurance Agencies Group —Surrey, BC
- De 45 000 $ à 65 000 $ par an
- Temps plein
- Microsoft Excel
- Vente
- Service à la clientèle
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Sr. Financial Advisor - CIRO-ID (Urban)
CIBC —Vancouver, BC
- Temps plein
B2B Sales - Account Manager
TuneZilla —Surrey, BC
- De 70 000 $ à 120 000 $ par an
- Temps plein
- Vente
- Développement commercial
- Conduite de véhicule
- Régimes de participation aux bénéfices
- Assurance Dentaire
Postuler rapidement

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : portfolio advisor (vancouver, 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.

Associate Financial Advisor

CIBC
Vancouver, BC

Postuler dès maintenant

Détails du poste

Temps plein
Il y a 4 jours

Compétences

Français
Finance
Cours sur le commerce des valeurs mobilières au Canada (CCVM)

Description complète du poste

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 strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship. 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.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time .

How you’ll succeed

Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

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 goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
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 love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing. It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Postuler dès maintenant

Affinez votre recherche

portfolio advisor emplois - vancouver, bc

Associate Financial Advisor

Senior Portfolio Advisor

Advisor, Protection Services

Senior Portfolio Advisor

Portfolio Budget Advisor

Investment Assistant (Req 99)

Commercial Property Manager

Residential Rental Property Manager

Financial Sales Support/Wealth Advisor

Senior Manager, U.S. Tax

Specialist, Portfolio Operations

Major Accounts Sales Executive

Investment Associate

Senior Occupational Health and Safety Project Manager

Personal Lines Insurance Advisor

Personal Lines Insurance Advisor

Personal Lines Insurance Advisor - Remote

Auto Insurance Advisor

Project Development Advisor - Volunteer in Peru (Spanish)

Financial Advisor - CIRO-ID

Senior Financial Advisor MFDA

Personal Lines Insurance Advisor

Personal Lines Insurance Advisor

Sr. Financial Advisor - CIRO-ID (Urban)

B2B Sales - Account Manager

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : portfolio advisor (vancouver, bc)

Related Searches

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact