Financial Planner jobs in Burnaby, BC

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FINANCIAL PLANNER

Proactively identify member financial needs and solutions by considering the member's wealth, business, life goals and other objectives;. Leverage financial planning tools to prepare customized and effective presentations; acquire...

CompanyCoast Capital Savings
AddressSurrey, BC
CategoryArchitecture
Salary$78.9K–$100K a year
Job typeFull-time
Date Posted 2 months ago See detail

Financial Planner

Coast Capital Savings

Surrey, BC

$78.9K–$100K a year

Proactively identify member financial needs and solutions by considering the member's wealth, business, life goals and other objectives;. Leverage financial planning tools to prepare customized and effective presentations; acquire...

Financial Planner, Investment Specialist - Langley

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Langley, BC

Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementa...

Financial Planner, Investment Specialist - Maple Ridge & Mission

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Maple Ridge, BC

Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementa...

Financial Planner, Investment Specialist - Maple Ridge & Mission

Scotiabank

Maple Ridge, BC

Competitive

Requisition ID: #Join the Global Community of Scotiabankers to help customers become better off.As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and serv...

Financial Planner, Investment Specialist - Langley

Scotiabank

Langley, BC

Competitive

Requisition ID: #Join the Global Community of Scotiabankers to help customers become better off.As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and serv...