20 meilleures offres (financial planner, lower mainland bc) (à pourvoir)

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
RBC Financial Planning Networking Event - Langley, BC
Royal Bank of Canada —Langley, BC
- Temps plein
- Services financiers
Financial Planner-Langley
TD Bank —Langley, BC
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- Finance
- Congés payés
il y a 6 jours
Financial Planner, Scotia Financial Planning- South Surrey
Scotiabank —White Rock, BC
- Développement commercial
- Déplacements à prévoir
- Services financiers
Financial Planner, Investment and Retirement Planner
Royal Bank of Canada —Surrey, BC
- Temps plein
- Vente
- Développement commercial
- Compétences en informatique
- Heures d'arrivée et de départ flexibles
Associate, Financial Planning
Royal Bank of Canada —Surrey, BC
- Temps plein
- Finance
- Compétences en informatique
- Services financiers
il y a 9 jours
Financial Planner, Scotia Financial Planning- South Surrey 1
Scotiabank —Coquitlam, BC
- Développement commercial
- Déplacements à prévoir
- Services financiers
Financial Associate (Fixed-Term 12 months)
Coast Capital Savings —Abbotsford, BC
- De 56 300 $ à 67 600 $ par an
- Temps plein
- Finance
- Développement commercial
- Services financiers
Financial Planner, Scotia Financial Planning - Fraser Valley, BC
Scotiabank —Mission, BC
- Développement commercial
- Déplacements à prévoir
- Services financiers
Financial Planner
Royal Bank of Canada —Abbotsford, BC
- Temps plein
- Développement commercial
- Services financiers
il y a 1 jour
Financial Associate
Coast Capital Savings —Surrey, BC
- De 56 300 $ à 67 600 $ par an
- Temps plein
- Travail hybride
- Finance
- Développement commercial
- Services financiers
il y a 3 jours
Financial Planner- Surrey
TD Bank —Surrey, BC
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- Finance
- Congés payés
il y a 6 jours
Financial Planner, Scotia Financial Planning- North Langley/Langley
Scotiabank —Langley, BC
- Développement commercial
- Déplacements à prévoir
- Services financiers
Financial Planner, Scotia Financial Planning - Central City, Surrey
Scotiabank —Surrey, BC
- Développement commercial
- Déplacements à prévoir
- Services financiers
Financial Planner, Scotia Financial Planning - Newton, Surrey
Scotiabank —Surrey, BC
- Développement commercial
- Déplacements à prévoir
- Services financiers
ScotiaMcLeod Senior Financial Planning Associate - White Rock
Scotiabank —White Rock, BC
- Finance
- Capacités de présentation
- Compétences en communication
- Congés payés
Financial Advisor, Investment & Retirement Planning - Nordel Crossing, Surrey Branch
Scotiabank —Surrey, BC
- Vente
- Services financiers
Investment Advisor
Royal Bank of Canada —Surrey, BC
- Temps plein
- Développement commercial
- Services financiers
- Affaires
il y a 9 jours
Wealth Planning Specialist (Langley & Surrey)
Envision Financial, a division of First West Credit Union —Langley, BC
- 50 000 $ par an
- Temps plein
- Vente
- Microsoft Office
- Développement commercial
- Congés payés
Segregated Fund Specialist
Prospera Credit Union —Surrey, BC
- 75 000 $ par an
- Travail hybride
- Logiciels de GRC/CRM
- Vente
- Diplôme d'études secondaires
Postuler rapidement

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Associate Financial Advisor

The Mindful Workplace
Colombie-Britannique

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Détails du poste

Permanent | Temps plein
De 40 000 $ à 45 000 $ par an

Profil recherché

Investissement
Développement des relations avec la clientèle
Expérience en conseil financier
Multilingue
Amélioration des processus
Développement des relations avec la clientèle
Finance
Développement commercial
CFP
Service à la clientèle
Soutien à la clientèle
Services financiers
Compétences en communication
Interaction avec les clients

Description complète du poste

About the Opportunity

The Mindful Workplace is recruiting on behalf of a rapidly growing independent financial planning firm seeking an ambitious and career-driven Associate Financial Advisor to join its team.

This is an exciting opportunity for an experienced financial services professional looking to move beyond a traditional banking environment and accelerate their career within an entrepreneurial, client-focused firm.

The successful candidate will initially support senior advisors with client servicing, financial planning, and administrative responsibilities while progressively developing their own client relationships and book of business.

If you're looking for a long-term career where your growth is directly connected to your initiative and performance, we'd love to hear from you.

What You'll Do

As an Associate Financial Advisor, you will play an integral role in supporting advisors while delivering an exceptional client experience.

Responsibilities include:

Support senior advisors with client service and relationship management.
Prepare documentation and paperwork for client meetings and financial planning activities.
Assist with insurance and investment applications, account administration, and follow-up.
Maintain accurate client records and documentation.
Coordinate with clients to obtain required information and documentation.
Proactively identify opportunities to improve client service and internal processes.
Assist with meeting preparation and post-meeting follow-up.
Build and maintain trusted relationships with clients.
Develop your own client base through networking, referrals, and business development.
Work collaboratively with the advisory team to ensure clients receive outstanding service.
Take initiative to support the team wherever needed while continuously expanding your knowledge and responsibilities.

What We're Looking For

The ideal candidate is someone who enjoys helping people, thrives in a collaborative environment, and is motivated to build a long-term career in financial planning.

Qualifications include:

Active LLQP (Life License Qualification Program) licence.
Existing client relationships or an established professional network.
Previous experience working in financial services or financial advising.
Strong customer service experience.
Excellent organizational and administrative skills.
Exceptional written and verbal communication.
Strong attention to detail.
Ability to manage multiple priorities simultaneously.
Highly proactive with excellent problem-solving abilities.
Self-motivated and comfortable working independently in a remote environment.
Commitment to professionalism, integrity, and confidentiality.
Experience working within a bank, credit union, investment firm, or financial planning practice.
CFP, QAFP, or other recognized financial planning designation.
Experience supporting financial advisors.
Multilingual abilities are considered a strong asset.

Who You Are

You are someone who:

Takes initiative without being asked.
Enjoys solving problems.
Loves building relationships.
Has a strong work ethic.
Is humble and willing to learn.
Works well as part of a team.
Wants to build a long-term career rather than simply finding another job.
Is excited by the opportunity to eventually manage your own client relationships and grow your own book of business.

Why Join This Firm?

This opportunity offers significantly more than a traditional advisory position.

You'll receive:

Direct mentorship from experienced financial planners.
A clear pathway toward becoming a Lead Planner.
The opportunity to build your own client book.
Exposure to complex financial planning strategies.
A collaborative and supportive team environment.
Remote work flexibility.
The opportunity to grow alongside an expanding independent firm where your contributions are recognized.

This is an ideal opportunity for someone who is looking to transition from a larger institution into a firm that values initiative, entrepreneurship, and long-term career growth.

Compensation

Base salary: $40,000 to $45,000 annually (commensurate with experience)
Performance-based incentive structure
Opportunity to earn additional compensation through business development and client growth
Paid vacation
Ongoing mentorship and professional development

Work Environment

Full-time permanent position
Remote work environment (British Columbia preferred)
Standard business hours with occasional flexibility based on client needs

How to Apply

The Mindful Workplace is managing this confidential recruitment process on behalf of our client.

To apply, please email your resume and cover letter to [email protected] with the subject line: Associate Financial Advisor

Please note that only applications submitted by email with both a resume and cover letter will be considered. Applications submitted through LinkedIn, direct messages, or other channels will not be reviewed.

We thank all applicants for their interest; however, only those selected to move forward in the recruitment process will be contacted.

Pay: $40,000.00-$45,000.00 per year

Benefits:

Flexible schedule
Paid time off
Work from home

Work Location: Remote

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Affinez votre recherche

financial planner emplois - lower mainland bc

Associate Financial Advisor

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial planner (lower mainland bc)

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