Financial Planner - Victoria

We have an exciting opportunity for a Financial Planner to join our team at TD Wealth in Victoria, British Columbia! As a Financial Planner you will be responsible for providing mass affluent investing clients with comprehensive financial planning and advice. · Identify your clie ...

This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. · ...

This role involves helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, · new business and client loyalty. · ...

As an RBC Financial Planner,you have the opportunity to growand manage a portfolioof mass affluent clients. · ...

As a Financial Planner you will manage a portfolio of existing members and their families building long-lasting relationships with current and potential members. · Proactively identify member financial needs and solutions by considering the member s wealth business life goals and ...

As a member-owned cooperative we're helping our members with their real goals and real challenges so they can live the real life they wantProactively identify member financial needs and solutions by considering the member's wealth business life goals and other objectives; · Lever ...

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

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 o ...

The Real Estate Asset & Investment Manager is accountable for the strategic and financial performance of the company's real estate portfolio — spanning development projects, stabilized assets, and long-term holdings. · Bachelor's degree in Real Estate, Finance, Economics, Enginee ...

The Financial Planning Consultant group is a team of professional financial planners responsible for coaching and direct support to RBC Dominion Securities advisors engaged in financial planning and client facing planning for target clients. · ...

We are looking for a Client Experience Lead who will ensure every client interaction feels seamless, professional, and genuinely caring. · ...

TD Wealth prend un approche sophistiquée et holistique pour la découverte des objectifs du patrimoine financier afin de fournir des conseils personnalisés aux clients. · Aidez les clients à atteindre leurs objectifs financiers tout en livrant une expérience client légendaire. · N ...

We're Vancity a member-owned credit union built on the principles of inclusion and social justice We've made bold commitments to become net-zero by 2040 across all mortgages and loans and we're actively pursuing strategies in Indigenous banking and financial resilience for our me ...

In accordance with the Vision, Purpose, and Values, and strategic direction of the Vancouver Island Health Authority (Island Health) patient and staff safety is a priority and a responsibility shared by everyone; as such, the requirement to continuously improve quality and safety ...

The Investment and Legacy Advisor plays a pivotal role in building deep, trusted relationships with our members by providing personalized investment and estate planning solutions. · ...

Ce poste est admissible à des revenus de commission. · L'objectif principal est la croissance et le perfectionnement des compétences. Nous tenons à vous aider à réussir dans votre vie tant personnelle que professionnelle. · ...

The Real Estate Asset & Investment Manager is accountable for the strategic and financial performance of the company's real estate portfolio — spanning development projects, stabilized assets, and long-term holdings. · This position bridges the disciplines of development manageme ...

The Investment and Legacy Advisor plays a pivotal role in building deep, trusted relationships with our members by providing personalized investment and estate planning solutions. · ...

We are looking for a passionate and enthusiastic Intermediate Technologist or Engineer-in-Training (EIT) join our Vancouver Island Team. · ...

RBC Family Office Services es una unidad de más de 250 planificadores financieros, abogados, administradores del patrimonio y especialistas en impuestos. · The Financial Planning Consultant group es un equipo responsable de brindar apoyo directo a los asesores RBC Dominion Securi ...