surrey, bc financial planner, investment and retirement planning Jobs – 125 Openings This Week

Financial Advisor, Investment & Retirement Planning - Central City, BC
Scotiabank —Surrey, BC
- Sales
Automotive Electrical Technician
Commercial Truck Equipment Co. —Delta, BC
- $25–$38 an hour
- Full-time
- Schematics
- Customer service
- In-person
- Profit sharing
- Wellness program
Quick apply
Medical Lab Technologist (BCGEU) - Microbiology
LifeLabs —Surrey, BC
- $39.45–$48.30 an hour
- Immediate opening
- Laboratory experience
- Windows
- Analysis skills
- Dental care
- Life insurance
Financial Planner, Investment and Retirement Planning
Royal Bank of Canada —Vancouver, BC
- Full-time
director, financial planning and reporting
IFS Canada —Vancouver, BC
- $13,076.92 a month
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Wellness program
- Dental care
Financial Planner Intern
Royal Bank of Canada —Surrey, BC
- Full-time
- Business development
10d
associate financial advisor
Hoovest Enterprises Corp. —Langley, BC
- $70,514.60 a year
- Full-time
- English
- Microsoft Office
- Finance
filing systems analyst
Noble Consulting & Investments —Burnaby, BC
- $45–$48 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Vice President, Energy Utilities, AECOM Advisory
AECOM —Burnaby, BC
- Full-time
- Hybrid work
- Finance
- Master's degree
- Bachelor's
- Employee stock purchase plan
- Dental care
11d
Manager - Branch
EECOL —Surrey, BC
- $80,845–$101,055 a year
- Immediate opening
- Sales
- Engineering
- High school diploma or GED
- Dental care
- Paid time off
Treasury Analyst
Beem Credit Union —Burnaby, BC
- $69,500–$81,800 a year
- Hybrid work
- Communication skills
- Disability insurance
- Dental care
Wealth Planner
Vancouver City Savings Credit Union —Surrey, BC
- $75,000 a year
- Bachelor's
- Travel
- Recruiting
- Designated paid holidays
- Dental care
Specialty Sales Representative
LifeLabs —Burnaby, BC
- $81,431–$103,825 a year
- Full-time
- Sales
- Presentation skills
- Bachelor's
- Dental care
- Life insurance
3d
ScotiaMcLeod Senior Financial Planning Associate - White Rock
Scotiabank —White Rock, BC
- Finance
- Presentation skills
- Communication skills
- Paid time off
Financial Advisor
Royal Bank of Canada —White Rock, BC
- Full-time
- Sales
- Finance
- Financial services
8d
Mortgage Specialist
BMO Financial Group —Surrey, BC
- Full-time
- Sales
- Customer service
- Analysis skills
- Tuition reimbursement
- Life insurance
financial accountant
AG ACCOUNTING SERVICES LTD. —Surrey, BC
- $29–$45 an hour
- Full-time
- Remote
- English
- Finance
- Bachelor's
- Dental care
- Vision care
accountant
T. KIM CPA LTD —Burnaby, BC
- $38.50 an hour
- Part-time
- English
Portfolio Assistant
BMO Financial Group —Burnaby, BC
- $38,500–$71,000 a year
- Full-time
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
Financial Planner - Richmond
TD Bank —Richmond, BC
- $60,000–$70,000 a year
- Full-time
- Sales
- Finance
- Business development
- Paid time off

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financial planner, investment and retirement planning jobs near surrey, bc

Financial Advisor, Investment & Retirement Planning - Central City, BC

Scotiabank -
Surrey, BC

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Job details

Qualifications

Investment
Sales
CFP

Full job description

Requisition ID: 259699

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

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 contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

Experience in financial planning and investment sales is preferred.
Successfully completed the CIFP/CFP designation or bank recognized equivalent.
Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What’s in it for you?

Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
A supportive work environment that promotes work-life balance.

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.

#financialplanner

Location(s): Canada : British Columbia : Surrey

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Apply Now

Refine Your Search

financial planner, investment and retirement planning jobs in surrey, bc

Financial Advisor, Investment & Retirement Planning - Central City, BC

Automotive Electrical Technician

Medical Lab Technologist (BCGEU) - Microbiology

Financial Planner, Investment and Retirement Planning

director, financial planning and reporting

Financial Planner Intern

associate financial advisor

filing systems analyst

Vice President, Energy Utilities, AECOM Advisory

Manager - Branch

Treasury Analyst

Wealth Planner

Specialty Sales Representative

ScotiaMcLeod Senior Financial Planning Associate - White Rock

Financial Advisor

Mortgage Specialist

financial accountant

accountant

Portfolio Assistant

Financial Planner - Richmond

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