Richmond Bc Senior financial planner Jobs – 44 Openings This Week

Senior Financial Advisor MFDA
CIBC —Vancouver, BC
- Full-time
Sr. Financial Advisor - CIRO-ID (Urban)
CIBC —Vancouver, BC
- Full-time
Supply Planning Manager
The New IEM, Llc —Surrey, BC
- $121,143–$148,961 a year
- Microsoft Excel
- Engineering
- ERP systems
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
Retail Allocation Planner (Inventory)
Article —Vancouver, BC
- $88,065–$97,850 a year
- Full-time
- Hybrid work
- Dental care
- Vision care
Quick apply
6d
Infrastructure & Capital Projects - Sr. Planner, COM
Accenture —Vancouver, BC
- $141,000–$191,000 a year
- Full-time
- Microsoft Excel
- Oracle
- PMP
Director, Clinical Planning and Capital Projects, Hospital Redevelopment Project
Vancouver Coastal Health —Richmond, BC
- $60.78–$87.37 an hour
- Full-time
- Management
- Master's degree
- Project management
- Wellness program
- Dental care
Development Manager/Senior Development Manager
Marcon Construction —Vancouver, BC
- $130,000–$190,000 a year
- Full-time
- Project management
- Business
- Communication skills
Quick apply
Director, Space Planning & Facilities Management
University of British Columbia —Vancouver, BC
- $11,705.58–$18,265.42 a month
- Full-time
- AutoCAD
- Research
- Master's degree
7d
Senior and/or Intermediate Architect - Transit
Dialog —Vancouver, BC
- $87,000–$120,000 a year
- Full-time
- Microsoft Office
- Leadership
- Communication skills
- Dental care
Junior Production Planner (Accessories)-3 Year Fixed Term Contract
MTU Maintenance Canada Ltd —Delta, BC
- Contract
- Microsoft Excel
- Engineering
- ERP systems
- Profit sharing
- Flextime
1d
Branch Manager - False Creek
Vancouver City Savings Credit Union —Vancouver, BC
- $108,500–$134,085 a year
- Business development
- Bachelor's
- Recruiting
- Designated paid holidays
- Dental care
Demand Planning Manager
The New IEM, Llc —Surrey, BC
- $115,007–$149,479 a year
- Microsoft Excel
- Sales
- ERP systems
WFM Senior Analyst, Long Term Forecasting
Intact —Vancouver, BC
- $69,200–$84,600 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Excel
- Computer Science
- Employee stock purchase plan
3d
Senior Portfolio Management Consultant
TD Bank —Vancouver, BC
- $96,900–$136,800 a year
- Full-time
- Microsoft Excel
- PMP
- Microsoft Office
- Paid time off
14d
Senior Manager, Business and Wealth Transition - Vancouver, BC
Scotiabank —Vancouver, BC
- Bachelor's
Associate Vice-President, Advanced Wealth Planning
Wellington-Altus Private Wealth Inc. —Vancouver, BC
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
3d
Senior Associate, Family Office Services
MNP —Vancouver, BC
- $135,000–$165,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Event Planner - Canada
Flok —Vancouver, BC
- From $43 an hour
- Remote
- CRM software
- In-person
- Communication skills
Quick apply
Director, Space Planning & Facilities Management
UBC Faculty of Forestry —Vancouver, BC
- $11,705.58–$18,265.42 a month
- Full-time
- AutoCAD
- Research
- Master's degree
7d

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Senior Financial Advisor MFDA

CIBC -
Vancouver, BC

Apply Now

Job details

Full-time

Qualifications

PFP
MFDA
CSC

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

senior financial planner jobs in richmond bc

Senior Financial Advisor MFDA

Sr. Financial Advisor - CIRO-ID (Urban)

Supply Planning Manager

Senior Financial Planner

Retail Allocation Planner (Inventory)

Infrastructure & Capital Projects - Sr. Planner, COM

Director, Clinical Planning and Capital Projects, Hospital Redevelopment Project

Development Manager/Senior Development Manager

Director, Space Planning & Facilities Management

Senior and/or Intermediate Architect - Transit

Junior Production Planner (Accessories)-3 Year Fixed Term Contract

Branch Manager - False Creek

Demand Planning Manager

WFM Senior Analyst, Long Term Forecasting

Senior Portfolio Management Consultant

Senior Manager, Business and Wealth Transition - Vancouver, BC

Associate Vice-President, Advanced Wealth Planning

Senior Associate, Family Office Services

Senior Event Planner - Canada

Director, Space Planning & Facilities Management

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