Jobs
>
Vancouver

    Senior Advisor financial planner - Vancouver, BC, Canada - Canadian Imperial Bank of Commerce

    Canadian Imperial Bank of Commerce
    Canadian Imperial Bank of Commerce Vancouver, BC, Canada

    2 weeks ago

    Default job background
    Description
    Senior Financial Advisor MFDA page is loaded Senior Financial Advisor MFDA

    Apply locations Vancouver, BC time type Full time posted on Posted 30+ Days Ago job requisition id We're building a relationship-oriented bank for the modern world.

    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.

    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.
    You find meaning in relationships and surround yourself with a diverse network of partners. You know that relationships and networks are essential to success.

    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.

    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 and CSI/ICB Legal & Ethical Aspects of Financial Planning Course
    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
    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
    locations Vancouver, BC time type Full time posted on Posted 30+ Days Ago Financial Advisor
    locations Vancouver, BC time type Full time posted on Posted 22 Days Ago Financial Advisor

    locations Vancouver, BC time type Full time posted on Posted 2 Days Ago At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them.

    Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

    Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

    #
  • Raymond James Financial

    Financial Planner

    3 weeks ago

    Raymond James Financial Vancouver, BC, Canada

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together . · Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to t ...

  • TD Bank

    Financial Planner

    2 weeks ago

    TD Bank Vancouver, Canada

    Financial Planner - Vancouver page is loaded · Financial Planner - Vancouver · Apply remote type On Site locations Vancouver, British Columbia time type Full time posted on Posted 2 Days Ago job requisition id R_ Work Location: · Vancouver, British Columbia, CanadaHours: · 37.5L ...

  • BMO Financial Group

    Financial planner

    3 days ago

    BMO Financial Group Vancouver, Canada

    Application Deadline: · 06/13/2024Address: · 2142 Western Parkway, Unit 105Job Family Group: · Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides sol ...

  • The Toronto-Dominion Bank (Canada)

    Financial Planner

    4 days ago

    The Toronto-Dominion Bank (Canada) North Vancouver, Canada Full time

    Description · : Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objecti ...

  • The Toronto-Dominion Bank (Canada)

    Financial Planner

    4 days ago

    The Toronto-Dominion Bank (Canada) Vancouver, Canada Full time

    Description · : Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objecti ...

  • Bank of Montreal

    Financial Planner

    3 days ago

    Bank of Montreal Vancouver, Canada

    Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). ...

  • The Toronto-Dominion Bank (Canada)

    Financial Planner

    3 days ago

    The Toronto-Dominion Bank (Canada) Vancouver, Canada Full time

    Description · : TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. · Financial Planning team understands that helping clients set and achieve their finan ...

  • BMO

    Financial Planner

    2 weeks ago

    BMO North Vancouver, Canada Full time

    Application Deadline: · 05/30/2024 Address: · 2025 Corydon Avenue Job Family Group: · Retail Banking Sales & Service This job posting is for various locations across Canada. · Provides financial and investment planning and advice to deliver a solution in the best interests of t ...

  • BMO

    Financial Planner

    5 days ago

    BMO Vancouver, Canada Full time

    Application Deadline: · 06/13/2024 Address: · 2142 Western Parkway, Unit 105 Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides ...

  • Coast Capital

    Financial Planner

    3 weeks ago

    Coast Capital Vancouver, Canada Full time

    Location: Vancouver, Help Headquarters Branch, Richmond Centre Branch · Job Type: Full Time · myWork Options: In-person, Hybrid · Background Screening Requirement: · Enhanced Criminal Record Check · Credit Check · Identity Verification · Employment Verification · References · ...

  • BMO

    Financial Planner

    2 days ago

    BMO Vancouver, Canada Full time

    Application Deadline: · 06/13/2024Address: · 2142 Western Parkway, Unit 105Job Family Group: · Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides sol ...

  • TD Bank

    Financial Planner

    5 days ago

    TD Bank Vancouver, Canada Paid Work

    Work Location: · Vancouver, British Columbia, Canada · Hours: · 37.5 · Line of Business: · TD Wealth · Pay Details: · $60,000 - $70,000 CAD · Job Description: · TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide high ...

  • HSBC

    Financial Advisor/ Planner

    3 weeks ago

    HSBC Vancouver, BC, Canada Part time

    Job Description: · As a Personal Banker you are a Brand Ambassador for HSBC Bank Canada, delivering an outstanding customer experience by identifying and fulfilling all customer needs at first point of contact. · You will work within a customer facing capacity in branch, genera ...

  • Scotiabank

    Financial Planner

    1 week ago

    Scotiabank Richmond, Canada

    As an Investment Specialist , you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relatio ...

  • Scotiabank

    Financial Planner, Investment Specialist

    1 day ago

    Scotiabank Vancouver, Canada

    · Requisition ID: # · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mas ...

  • Scotiabank

    Financial Planner, Investment Specialist

    1 week ago

    Scotiabank Vancouver, Canada

    Requisition ID: 189609 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the m ...

  • Scotiabank

    Financial Planner, Investment Specialist

    1 week ago

    Scotiabank North Vancouver, Canada

    Requisition ID: 189693 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the m ...

  • Canadian Imperial Bank of Commerce

    Senior Advisor financial planner

    3 weeks ago

    Canadian Imperial Bank of Commerce Vancouver, BC, Canada

    Senior Financial Advisor MFDA page is loaded Senior Financial Advisor MFDA · Apply locations Vancouver, BC time type Full time posted on Posted 30+ Days Ago job requisition id We're building a relationship-oriented bank for the modern world. As a member of the Personal and Busin ...

  • Royal Bank of Canada>

    Associate Wealth Advisor and Financial Planner

    1 week ago

    Royal Bank of Canada> Vancouver, Canada

    · Job Summary · RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their ...

  • Royal Bank of Canada>

    Financial Planner, Investment and Retirement Planning

    1 week ago

    Royal Bank of Canada> British Columbia, Canada

    Job Summary · As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Yo ...