Full-time Financial Planner jobs in Surrey, 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...