South Surrey Bc Financial planner Jobs – 12 Openings This Week

Financial Advisor, Investment & Retirement Planning - Central City, BC
Scotiabank —Surrey, BC
- Sales
Financial Planner Intern
Royal Bank of Canada —Surrey, BC
- Full-time
- Business development
7d
ScotiaMcLeod Senior Financial Planning Associate - White Rock
Scotiabank —White Rock, BC
- Finance
- Presentation skills
- Communication skills
- Paid time off
Wealth Planner
Vancouver City Savings Credit Union —Surrey, BC
- $75,000 a year
- Bachelor's
- Travel
- Recruiting
- Designated paid holidays
- Dental care
Account Manager I/II - Shaughnessy Station
Vancouver City Savings Credit Union —Port Coquitlam, BC
- $32.42–$40.85 an hour
- Customer service
- Finance
- High school diploma or GED
- Designated paid holidays
- Dental care
23h
Mobile Mortgage Specialist
TD Bank —Surrey, BC
- Full-time
- Sales
- Customer service
- Paid time off
Associate Investment Advisor
TD Bank —Surrey, BC
- $42,500–$57,500 a year
- Full-time
- Bachelor's
- Communication skills
- Paid time off
Wealth Planning Specialist
Envision Financial, a division of First West Credit Union —Langley, BC
- $50,000 a year
- Full-time
- Sales
- Microsoft Office
- Bachelor's
- Paid time off
Investment Advisor
Royal Bank of Canada —Surrey, BC
- Full-time
- Sales
- Business
- Marketing
Estate Planning Specialist
Ventum Financial Corp —Vancouver, BC
- Full-time
- Hybrid work
- Sales
- Presentation skills
- Bachelor's
Quick apply

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Senior Financial Information Advisor - Accounting & Tax
Insurance Corporation of British Columbia —North Vancouver, BC
You will also supervise a small team of experienced accountants. In this role, you will use your expertise in accounting and reporting to advise senior…
$43.68–$62.14 an hour
Senior Advisor, Financial Modeling and Analysis
TransLink —Metro Vancouver Regional District, BC
Analyzes financial impacts of opportunities towards improving efficiencies; analyzes and tracks key business drivers and initiatives and prepares…
$91,840–$137,760 a year

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Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario
Scotiabank —Oshawa, ON
Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
Financial Advisor, Investment & Retirement Planning - Lindsay, Ontario
Scotiabank —Lindsay, ON
Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.

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financial planner jobs near south 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.

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financial planner jobs in south surrey bc

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

Financial Planner Intern

ScotiaMcLeod Senior Financial Planning Associate - White Rock

Wealth Planner

Account Manager I/II - Shaughnessy Station

Mobile Mortgage Specialist

Associate Investment Advisor

Wealth Planning Specialist

Investment Advisor

Estate Planning Specialist

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