Bank, Insurance, Financial services Jobs in Surrey, British Columbia

Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of requir[...]

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture! As an Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and servic[...]

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture! As an Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and servic[...]

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture! As an Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and servic[...]

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative [...]

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture! As an Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and servic[...]

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture! As an Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and servic[...]

Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Ensures transactions and tasks are appropriately assigned to te[...]

Assistant Branch Manager White Rock (Central Plaza), BC, 15160 North Bluff Road, White Rock, British Columbia, Canada Req #4047 Friday, April 4, 2025 We're searching for an Assistant Branch Manager. Are you searching for new possibilit[...]

Application Deadline:05/24/2025Address:885 West Georgia StreetJob Family Group:Asset Mgmt Sales & ServiceThe Director, Regional Sales, Intermediary Distribution – otherwise known as a External Wholesaler – is responsible for, in co[...]