Vancouver Bc Certified financial planner Jobs – 29 Openings This Week

Senior Financial Advisor MFDA
CIBC —Vancouver, BC
- Full-time
- Sales
- Business development
- Financial services
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Vancouver, BC
- $35,000–$50,000 a year
- Full-time
- Salesforce
- English
- Business development
- Profit sharing
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Vancouver, BC
- $35,000–$50,000 a year
- Full-time
- Salesforce
- English
- Business development
- Profit sharing
Sr. Financial Advisor - CIRO-ID (Urban)
CIBC —Vancouver, BC
- Full-time
- Sales
- Business development
- Marketing
Certified Heavy Duty Equipment Technician
GFL Environmental —Coquitlam, BC
- Full-time
- Heavy lifting
- Power tools
- Automotive diagnostics
- Dental care
- Paid time off
Certified Heavy Duty Equipment Technician
GFL Environmental —Surrey, BC
- Full-time
- Heavy lifting
- Power tools
- Automotive diagnostics
- Dental care
- Paid time off
Electrical Planner
Houle Electric Limited —Burnaby, BC
- $38–$46 an hour
- Full-time
- Remote
- Construction experience
- Communication skills
- Flexible schedule
Quick apply
6d
Wealth Advisor/Financial Planner
Fidelity Investments —Vancouver, BC
- $100,000–$140,000 a year
- Full-time
- Remote
- Sales
- English
- Bachelor's
- Profit sharing
- Tuition reimbursement
Financial Planner, Scotia Financial Planning - Downtown Vancouver
Scotiabank —Vancouver, BC
- Business development
- Travel
- Financial services
10d
Financial Planner, Scotia Financial Planning - Richmond, Vancouver
Scotiabank —Vancouver, BC
- Business development
- Travel
- Financial services
Financial Planner, Scotia Financial Planning- 49th Avenue & Fraser
Scotiabank —North Vancouver, BC
- Business development
- Travel
- Financial services
10d
Sr. Financial Planner CIRO-ID
CIBC —Vancouver, BC
- Full-time
- Sales
- Business development
- Team management
Senior Financial Planner
Raymond James Financial, Inc. —Vancouver, BC
- $120,000–$130,000 a year
- Full-time
- Microsoft Office
- Finance
- Presentation skills
- Employee stock purchase plan
- Tuition reimbursement
Purchasing Assistant
West Coast Gifts Inc —Vancouver, BC
- $52,000–$56,000 a year
- Full-time
- Inventory management
- Customer service
- High school diploma or GED
Quick apply
Major Account & Marketplace Manager
tentree —Vancouver, BC
- $60,000–$80,000 a year
- Full-time
- Hybrid work
- Marketing
- Business development
- Bachelor's
Quick apply
9d
Senior and/or Intermediate Architect - Transit
Dialog —Vancouver, BC
- $87,000–$120,000 a year
- Full-time
- Microsoft Office
- Team management
- Mentoring
- Dental care
Segregated Fund Specialist
Prospera Credit Union —Surrey, BC
- $75,000 a year
- Hybrid work
- CRM software
- Sales
- High school diploma or GED
Quick apply
Intermediate Structural Technologist
Dialog —Vancouver, BC
- $75,000–$90,000 a year
- Full-time
- AutoCAD
- Engineering
- Microsoft Office
- Dental care
6d
Assistant Branch Manager - Burnaby Heights
Vancouver City Savings Credit Union —Burnaby, BC
- $86,400–$106,680 a year
- Sales
- Finance
- High school diploma or GED
- Designated paid holidays
- Dental care
4d
Business Succession Advisor
TD Bank —Vancouver, BC
- $115,600–$163,200 a year
- Full-time
- Research
- Master's degree
- Business development
- Paid time off
2d

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certified financial planner jobs near vancouver bc

Senior Financial Advisor MFDA

CIBC -
Vancouver, BC

Apply Now

Job details

Full-time

Qualifications

PFP
Investment
Customer relationship building
Financial advisory experience
Sales
Key account management
Client relationship development
Business development
Client services
Customer service orientation
MFDA
Financial services
CSC
Client consultation
Client interaction
Marketing

Full job description

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

Job Description

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio, and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections, understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future. 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.

How you'll succeed

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships . Cultivate your network to establish new client relationships.
Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

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 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 act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
You’re a certified professional (MFDA). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing upon hire. Personal Financial Planner (PFP) within 24 months of hire.
You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
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 health benefits program, defined benefit pension plan, an employee share purchase plan 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

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]
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

Apply Now

Refine Your Search

certified financial planner jobs in vancouver bc

Senior Financial Advisor MFDA

Insurance Advisor Life, Health & Wealth

Insurance Advisor Life, Health & Wealth

Sr. Financial Advisor - CIRO-ID (Urban)

Certified Heavy Duty Equipment Technician

Certified Heavy Duty Equipment Technician

Electrical Planner

Wealth Advisor/Financial Planner

Financial Planner, Scotia Financial Planning - Downtown Vancouver

Financial Planner, Scotia Financial Planning - Richmond, Vancouver

Financial Planner, Scotia Financial Planning- 49th Avenue & Fraser

Sr. Financial Planner CIRO-ID

Senior Financial Planner

Purchasing Assistant

Major Account & Marketplace Manager

Senior and/or Intermediate Architect - Transit

Segregated Fund Specialist

Intermediate Structural Technologist

Assistant Branch Manager - Burnaby Heights

Business Succession Advisor

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