British Columbia Financial advisory occupations Jobs – 253 Openings This Week

Financial Planner
Canaccord Genuity Corp. —Vancouver, BC
- $75,000–$85,000 a year
- Full-time
- Presentation skills
- Communication skills
Client Relations Assistant 2 - Union
Coastal Community Credit Union —Nanaimo, BC
- $47,402.04–$57,456.00 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
2d
Financial Advisor - Opportunity to grow your own practice
Financial Footprint Wealth Management —Vancouver, BC
- $35,700.00–$99,576.24 a year
- Full-time
- Hybrid work
- Accounting
- Organizational skills
- Financial services
Quick apply
18h
Senior Financial Advisor MFDA
CIBC —Vancouver, BC
- Full-time
Financial Advisor - CIRO-MFD/AMF
CIBC —Fernie, BC
- Full-time
Financial Advisor - CIRO-ID (Mandarin)
CIBC —Burnaby, BC
- Full-time
Sr.Financial Advisor - CIRO-MFD/AMF
CIBC —Penticton, BC
- Full-time
Financial Advisor - CIRO-ID (Mandarine/Cantonese)
CIBC —Richmond, BC
- Full-time
13d
Canada Registered Branch Associate Trainee
Edward Jones —North Saanich, BC
- Full-time
- High school diploma or GED
- Time management
- Designated paid holidays
- Paid time off
Client Relations Assistant 2 - Union
Coastal Community Credit Union —Nanaimo, BC
- $47,402.04–$57,456.00 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
2d
Associate, Financial Planning
Canaccord Genuity Corp. —Vancouver, BC
- $60,000–$70,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
9d
Financial Advisor, Investment & Retirement Planning - BC & Yukon Regional Office, Vancouver, BC
Scotiabank —Vancouver, BC
- Sales
6d
CA Financial Advisor
Edward Jones —Nanaimo, BC
- $38,500–$100,000 a year
- Full-time
- Sales
- Business development
- Analysis skills
- Profit sharing
Senior Financial Advisor - Kerrisdale Branch - Vancouver, BC
Scotiabank —Vancouver, BC
- Sales
7d
Senior Financial Advisor - Sixth Street & 6th Avenue, New Westminster, BC
Scotiabank —New Westminster, BC
- Sales
7d
Associate Financial Advisor
CIBC —Salmon Arm, BC
- Weekends as needed
- Finance
1d
Associate Financial Advisor
CIBC —Prince George, BC
- Weekends as needed
- Finance
8d
Financial Advisor - CIRO-ID
CIBC —Penticton, BC
- Full-time
2d
Financial Advisor, Regional Opportunities - Interior, Southeast BC
Scotiabank —Kelowna, BC
7d
Financial Advisor - CIRO-MFD/AMF
CIBC —Kamloops, BC
- Full-time

I want to receive the latest job alerts for financial advisory occupations in british columbia

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisory occupations jobs near british columbia

Senior Financial Advisor jobs in Vancouver, BC

Financial Advisor jobs in Kamloops, BC

Financial Advisor jobs in Burnaby, BC

Financial Advisor jobs in Prince George, BC

Financial Planner jobs in Vancouver, BC

Financial Advisor jobs in Kelowna, BC

Financial Advisor jobs in Nanaimo, BC

Financial Advisor jobs in Fernie, BC

Financial Advisor jobs in Penticton, BC

Financial Advisor jobs in Vancouver, BC

Financial Planning Analyst jobs in Vancouver, BC

Financial Advisor jobs in Richmond, BC

Financial Advisor jobs in Salmon Arm, BC

Senior Financial Advisor jobs in Toronto, ON

Hr Advisor jobs in Calgary, AB

Senior Financial Advisor jobs in Brampton, ON

Entry Level Financial jobs in London, ON

Financial Planner jobs in Edmonton, AB

Senior Financial Advisor jobs in Victoria, BC

Senior Financial Advisor jobs in Bolton, ON

Financial Planner

Canaccord Genuity Corp. -
Vancouver, BC

Apply Now

Job details

Full-time
$75,000–$85,000 a year

Qualifications

CFP
Presentation skills
Communication skills

Full job description

Salary Range: $75,000 - $85,000

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We’re looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.

At CG, we believe that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operations are currently looking for an enthusiastic, organized self-starter to join our Canaccord Genuity Wealth & Estate Planning team in Vancouver. This role will provide support to our Wealth & Estate Planning Team and is ideal for someone looking for a long-term career in financial and retirement planning, who is looking to join a fast-paced work environment, with a growing team/division.

Responsibilities:

Preparing comprehensive financial plans utilizing Conquest financial planning software Personalizing each financial plan to provide expert knowledge around issues affecting high net worth and ultra-high net worth clients.

Presenting completed financial plans to advisors and clients in-person or virtually.

Developing and maintaining relationships with CGWM advisors, serving as a subject matter expert in regards to financial planning.

Identifying opportunities to deepen client relationships with CGWM such as insurance referrals, externally held assets or other financial needs.

Working alongside the Wealth and Estate Planning (WEP) Team and CGWM advisors to provide an exceptional client experience.

Collaborating with the Estate Planning Advisor in WEPS to maximize insurance opportunities

Partnering with high-net-worth and ultra-high-net-worth clients to navigate complex tax considerations and customized estate planning opportunities.

Maintain a high level of partnership and knowledge regarding all of CGWM’s units.

Generate ideas and participate in the development of projects that will enhance client service and strengthen client relationships with CGWM.

Simplify complex strategies for advisors to assist with growing CGWM’s wealth management business.

Increase advisor use and proficiency of Conquest through increased visibility and training.

Skills and Qualifications:

Financial planning designation (CFP preferred).

LLQP license preferred.

Extensive experience with planning software: Conquest preferred.

5+ years of relevant experience in all aspects of financial planning.

Strong presentation skills.

Highly engaged and passionate about educating clients and advisors

Ability to work both as part of a team and independently to complete tasks.

Effective communicator with excellent written and oral communication skills.

Other tax planning designations considered an asset.

#LI-VP1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Apply Now

Refine Your Search

financial advisory occupations jobs in british columbia

Financial Planner

Client Relations Assistant 2 - Union

Financial Advisor - Opportunity to grow your own practice

Senior Financial Advisor MFDA

Financial Advisor - CIRO-MFD/AMF

Financial Advisor - CIRO-ID (Mandarin)

Sr.Financial Advisor - CIRO-MFD/AMF

Financial Advisor - CIRO-ID (Mandarine/Cantonese)

Canada Registered Branch Associate Trainee

Client Relations Assistant 2 - Union

Associate, Financial Planning

Financial Advisor, Investment & Retirement Planning - BC & Yukon Regional Office, Vancouver, BC

CA Financial Advisor

Senior Financial Advisor - Kerrisdale Branch - Vancouver, BC

Senior Financial Advisor - Sixth Street & 6th Avenue, New Westminster, BC

Associate Financial Advisor

Associate Financial Advisor

Financial Advisor - CIRO-ID

Financial Advisor, Regional Opportunities - Interior, Southeast BC

Financial Advisor - CIRO-MFD/AMF

I want to receive the latest job alerts for financial advisory occupations in british columbia

Related Searches

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected