25 Best financial advisor jobs in vancouver, bc (Hiring Now!)

Senior Financial Advisor - Surrey
MD Financial Management —Surrey, BC
You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building…
5d
Senior Financial Planning & Analysis (FP&A) Consultant
Vancouver City Savings Credit Union —Vancouver, BC
Financial Modeling- Establishing and monitoring key revenue (where applicable) and expense drivers on an ongoing basis and provide forecasting, planning, and…
$81,200–$101,600 a year
Quick apply
Associate Advisor
Royal Bank of Canada —West Vancouver, BC
Help build and execute business plans, client segmentation, and client service plans. Respond to client account inquiries and remain accountable to follow-up,…
Financial Aid Advisor
Kwantlen Polytechnic University —Surrey, BC
Must possess a bachelor’s degree in a relevant discipline. Networking and social events such as KPU Day, Holiday Social etc.
$36.63–$40.56 an hour
Financial Advisor - CIRO-ID
CIBC —Surrey, BC
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit…
15h
Financial Advisor in Vancouver, BC
Co-operators General Insurance Company —Burnaby, BC
You are required have your own vehicle, valid driver’s license and insurance. You hold a Life licence and a General Insurance licence, with a Mutual Funds…
$80,000–$90,000 a year
Quick apply
investment advisor - personal finances
Asia Standard Americas Ltd —Vancouver, BC
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning. Develop financial plans for clients.
$74,000 a year
Wealth Advisor
Connor, Clark & Lunn Financial Group —Vancouver, BC
No telephone calls or recruitment agencies will be accepted. CC&L Private Capital has a significant opportunity to capture new business in the direct high net…
Contrôleur·euse de coûts
Pomerleau —Vancouver, BC
En soutenant notre travail sur des projets de construction à grande échelle - allant de 1,5 million de dollars à plus de 1 milliard de dollars - vous analyserez…
Senior Financial Advisor
Envision Financial, a division of First West Credit Union —Surrey, BC
Must complete the internal First West certification program specific to this role within the required timeframe. Other duties as required by branch leadership.
Trust Administrator
Whitelaw Twining —Vancouver, BC
Our firm benefits include Extended Health benefit, Dental coverage, LTD, DI, casual dress code, wellbeing allowance, early finish ahead of statutory holidays…
$58,000–$65,000 a year
6d
Senior Money Advisor - Otter Branch
Gulf & Fraser —Aldergrove, BC
Engages in business development activities within the branch’s community. Performs regular and proactive outbound calls for product renewals as well as…
$50,000–$60,000 a year
5d
Division Manager
IG Wealth Management —Vancouver, BC
For more than 90 years, IG Wealth Management has built long-term relationships with our clients and their families to look at all aspects of their financial…
Quick apply
Estate & Trust Consultant - Vancouver
Scotiabank —Vancouver, BC
Partnering with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for the client and the…
Financial Planning Assistant
Macdonald Shymko & Company Ltd —Vancouver, BC
Based on experience and certification the position may include tax preparation, estate planning and portfolio management tasks as well as working on operational…
$50,000–$55,000 a year
Quick apply
8d
Financial Insurance Advisor
Serenia Life Financial —North Vancouver, BC
Ability to make presentations to potential customers. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing)…
$50,000–$80,000 a year
Quick apply
2d
Student Financial Planner
Vancouver Career College —New Westminster, BC
Working with students to develop payment and financial assistance plans incorporating government funding, College scholarships and personal resources.
$40,000–$43,000 a year
Quick apply
1d
Financial Advisor
AI Financial Power Group —Burnaby, BC
Build or expand your own financial services practice on your own terms – working directly with clients to build relationships and provide comprehensive…
From $50,000 a year
Quick apply
6d
Investment Advisor, Wood Gundy
CIBC —Vancouver, BC
Attend regular training programs/knowledge sessions to develop and maintain relevant product and market knowledge, learn new techniques and skills and ensure…
$84,960–$127,590 a year
13d
Associate Advisor - Bilingual (Mandarin)
Royal Bank of Canada —Vancouver, BC
Help build and execute business plans, client segmentation, and client service plans. Respond to client account inquiries and remain accountable to follow-up,…
6d
Finance Advisor II
DIVERSEcity Community Resources Society —Surrey, BC
Experience in a community based non-profit society is an asset. The incumbent will plan, organize, direct, manage and review the work of staff engaged in…
$96,325 a year
Quick apply
19h
Financial Services Representative II
CIBC —Vancouver, BC
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit…
9h
Wealth Associate - Stenner Wealth Partners+
Canaccord Genuity Corp. —Vancouver, BC
Our customized client service plan ensures we proactively connect with each client over 25-50 times a year through email, Zoom calls, in person meetings,…
$75,000–$85,000 a year
7d
Transition Administrator
Raymond James Financial, Inc. —Vancouver, BC
We also support internal promotion and community involvement. Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and…
8d
Senior Wealth Associate - Stenner Wealth Partners+
Canaccord Genuity Corp. —Vancouver, BC
Our customized client service plan ensures we proactively connect with each client over 25-50 times a year through email, Zoom calls, in person meetings,…
$85,000–$95,000 a year
7d

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Senior Financial Advisor - Surrey

MD Financial Management Surrey, BC

Apply Now

Job details

Permanent 5 days ago

Skills

Finance
CFP
Presentation skills
Bachelor's
CSC
Business

Full job description

Requisition ID: 205899

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

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team in Surrey.

Reporting to the Regional Manager you will Contribute to the overall success of the MD Client Value Performance in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Reporting to the Regional Manager, as a Senior Financial Consultant, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients. You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans

Is this role right for you? In this role you will:

As part of a broader network of MD financial experts you will facilitate a team approach by actively referring clients to MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services), MD Insurance and MD Banking Products (Scotiabank). You will also work to ensure client needs are pro-actively addressed in alignment with their current financial situation and life stage as well as their future aspirations.
Further your knowledge of advanced financial planning concepts including income tax, investment trends and products, and any other issues having an impact on MD clients. Your thorough understanding of compliance with all industry regulations will ensure accurate administration of all client transactions and compliance requirements, thus minimizing risk and expense to the company.
As a Senior Financial Consultant, you will participate in facilitating seminars and information meetings throughout the region, as well as implementing marketing strategies to provide advice and information concerning investment programs and related services.
Flexibility to travel, as required, is expected.
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursue effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

Are inspired by doing the best for your clients and by providing tailored and timely advice.
Use your exceptional interpersonal skills to build rapport with and influence your clients and understand the critical importance of client trust.
Have the ability to quickly and clearly understand the client’s perspective which in turn directly influences your choice of strategies and products and how you present them to clients.
Are an outstanding communicator. You actively listen and tailor your response accordingly based on your client’s level of understanding and interest.
Are a rapid responder – what’s urgent for your client is also urgent for you. You make ‘getting things done’ a priority.
Take great pride in your personal development and enjoy learning new tools and techniques,
Embrace change and thrive in an ever-changing environment.
Enjoy the collaborative process and look forward to partnering with other team members to best service your client.
Have a breadth and depth of core financial products and a high-level of comfort and confidence in presenting this information to clients

The Must Haves:

Minimum of 5 years’ experience providing financial advice within the financial services industry coupled with a university degree in business, commerce or financial planning and hold the Certified Financial Planner (CFP) designation.
IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90 day training
Life License (LLQP) and a willingness to complete other regulatory requirements. Completion of the Group Annuity Sector (PQPAV) (Quebec offices only)
Wealth Management Essentials (post-licensing requirement)

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.

Apply Now

financial advisor jobs in vancouver, bc

Senior Financial Advisor - Surrey

Senior Financial Planning & Analysis (FP&A) Consultant

Associate Advisor

Financial Aid Advisor

Financial Advisor - CIRO-ID

Financial Advisor in Vancouver, BC

investment advisor - personal finances

Wealth Advisor

Contrôleur·euse de coûts

Senior Financial Advisor

Trust Administrator

Senior Money Advisor - Otter Branch

Division Manager

Estate & Trust Consultant - Vancouver

Financial Planning Assistant

Financial Insurance Advisor

Student Financial Planner

Financial Advisor

Investment Advisor, Wood Gundy

Associate Advisor - Bilingual (Mandarin)

Finance Advisor II

Financial Services Representative II

Wealth Associate - Stenner Wealth Partners+

Transition Administrator

Senior Wealth Associate - Stenner Wealth Partners+

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