20 meilleures offres (financial advisor, vancouver, bc) (à pourvoir)

Financial Planner
Canaccord Genuity Corp. —Vancouver, BC
- De 80 000 $ à 100 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Capacités de présentation
Associate Financial Advisor
The Mindful Workplace —Colombie-Britannique
- De 40 000 $ à 45 000 $ par an
- Temps plein
- Finance
- Développement commercial
- Services financiers
- Congés payés
- Travail à domicile
Postuler rapidement
Relationship Associate
Grandtag Financial Metrotown Inc. —Richmond, BC
- À partir de 54 000 $ par an
- Temps plein
- Logiciels de GRC/CRM
- Service à la clientèle
- Anglais
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
Financial Planner
Canaccord Genuity Corp. —Vancouver, BC
- De 75 000 $ à 85 000 $ par an
- Temps plein
- Capacités de présentation
- Compétences en communication
Senior Financial Advisor MFDA
CIBC —Vancouver, BC
- Temps plein
- Vente
- Développement commercial
- Services financiers
Financial Advisor -CIRO - MFD/AMF (Urban) (Mandarin)
CIBC —Vancouver, BC
- Temps plein
- Vente
- Développement commercial
- Services financiers
Financial Advisor CIRO - MFD/AMF
CIBC —Vancouver, BC
- Temps plein
- Vente
- Développement commercial
- Services financiers
Associate Investment Advisor
Canaccord Genuity Corp. —Vancouver, BC
- De 45 000 $ à 50 000 $ par an
- Temps plein
- Salesforce
- Microsoft Office
- Développement commercial
Financial Advisor, Investment & Retirement Planning - Park Royal Shopping Centre, West Vancouver
Scotiabank —West Vancouver, BC
- Vente
- Services financiers
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Vancouver, BC
- De 35 000 $ à 50 000 $ par an
- Temps plein
- Salesforce
- Anglais
- Développement commercial
- Régimes de participation aux bénéfices
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Vancouver, BC
- De 35 000 $ à 50 000 $ par an
- Temps plein
- Salesforce
- Anglais
- Développement commercial
- Régimes de participation aux bénéfices
Associate, Financial Planning
Canaccord Genuity Corp. —Vancouver, BC
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Finance
Sr. Financial Advisor - CIRO-ID (Urban)
CIBC —Vancouver, BC
- Temps plein
- Vente
- Développement commercial
- Marketing
Financial Advisor - West Vancouver BC
Scotiabank —West Vancouver, BC
- Vente
- Service à la clientèle
Relationship Associate
GT Wealth —Richmond, BC
- De 54 000 $ à 64 000 $ par an
- Temps plein
- Bilingue
- Logiciels de GRC/CRM
- Vente
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
Senior Financial Advisor
TalentSphere —Vancouver, BC
- De 100 000 $ à 250 000 $ par an
- Temps plein
- Télétravail
- Développement commercial
- Services financiers
- Compétences en communication
Postuler rapidement
Financial Reporting Consultant
Robert Half —Vancouver, BC
- De 50 $ à 55 $ de l’heure
- Temporaire
- Comptabilité
Postuler rapidement
il y a 1 jour
Senior Financial Advisor - Vancouver CBC & Main Branch - Vancouver, BC
Scotiabank —Vancouver, BC
- Vente
- Service à la clientèle
- Services financiers
18 h
Personal Banker Trainee - Mandarin Language Skills an Asset
TD Bank —Vancouver, BC
- De 52 700 $ à 74 400 $ par an
- Temps plein
- Microsoft Office
- Diplôme d'études secondaires
- Baccalauréat
- Congés payés
Financial Advisor
Royal Bank of Canada —Burnaby, BC
- Temps plein
- Vente
- Finance
- Compétences en informatique

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Financial Planner

Canaccord Genuity Corp. -
Vancouver, BC

Postuler dès maintenant

Détails du poste

Temps plein
De 80 000 $ à 100 000 $ par an

Profil recherché

Microsoft Powerpoint
Microsoft Word
Investissement
Planification fiscale
Développement des relations avec la clientèle
Expérience en conseil financier
Gestion des demandes des clients
Développement des relations avec la clientèle
Comptable professionnel agréé (CPA)
CFP
Capacités de présentation
Gestion des risques
Programme de qualification en assurance de personnes (PQAP)
Services financiers
Consultation auprès de la clientèle
Planification successorale
Compétences en communication
Interaction avec les clients
Marketing

Description complète du poste

Salary Range: $80,000 - $100,000

Summary:

Are you looking to grow your career in the investment industry and be a part of a dynamic and exciting team environment? We are looking for candidates that can add value to our clients through their expertise, hard work and dedication. Lori Pinkowski, one of the top Portfolio Managers at Canaccord Genuity and a well-known financial expert in the media, is seeking a full-time Financial Planner and Tax Specialist to join her team and work in our downtown Vancouver office.

Canaccord is a full-service financial services firm and has been driven by an unwavering commitment to building lasting client relationships. As an integral member of the Pinkowski Wealth Management team, the role of the Financial Planner and Tax Specialist is to provide the highest level of service and retirement advice directly to our clients. We believe that a financial plan is vital for individuals to achieve long term investment success. You have the ability to grow and gain knowledge within our team and we strongly encourage developing your skills to better serve our clients, advance your career, and stay at the forefront of the ever-evolving financial landscape.

Responsibilities:

Conducting meetings to learn more about clients, and their family’s overall financial situation so that you can prepare a personalized financial plan;
Present comprehensive financial plans directly to clients (using Conquest software);
Provide recommendations to address client specific needs or concerns in the areas of financial, investment, retirement, risk management, tax and estate planning;
Personalize each financial plan to provide expert knowledge around challenges affecting affluent clients, such as: RRSP contributions, income projections, transition of wealth discussions, various corporate structures, employee stock options, charitable giving, etc.;
Analyze clients unique tax situations to provide strategies such as: RRSP & RRIF withdrawals;
Build and maintain strong client relationships through ongoing communication, including client meetings, phone calls, emails, and addressing day-to-day client inquiries;
Prepare personal and corporate tax packages for clients;
Participate in media and marketing driven projects about financial planning and investing.

Skills & Qualifications:

Completion of the Certified Financial Planner (CFP) designation required;
Three years of relevant experience in all aspects of financial and/or tax planning;
Experience with planning software: Conquest is a major asset;
Experience with planning software: NaviPlan is an asset;
Excellent verbal and written communication skills with strong presentation skills;
Investment industry knowledge required;
CPA designation is an asset;
Insurance industry knowledge or license (LLQP certification) is an asset;
Strong knowledge of Microsoft Office (Word, Excel, PowerPoint);
Ability to work effectively independently and in team environments.

Benefits of working with Pinkowski Wealth Management:

Dynamic Team: Collaborate in a fast-paced, innovative environment;
Career Growth: Continuing education support and mentorship opportunities;
Competitive Rewards: Attractive salary, benefits, and CG stock sharing options;
Advancement Opportunities: Clear paths for internal growth and development.

To learn more about the team and Canaccord Genuity, visit www.pinkowski.ca

#LI-SK1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial advisor (vancouver, bc)

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