20 mutual funds job offers in Surrey, BC
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Member Experience Specialist (On Site)
Prospera Surrey, BC
...in a financial services environment with exposure to lending and investment products, identifying member needs, advising Experience or knowledge with mutual...
5 days ago in LifeworQReport -
Member Experience Specialist (On Site)
Prospera Credit Union Surrey, BC
...in a financial services environment with exposure to lending and investment products, identifying member needs, advisingExperience or knowledge with mutual...
5 days ago in LifeworQReport -
Member Advice Specialist - Sunshine Hills Branch
Coast Capital Savings Surrey, BC
...with every member they interact with. Imagine helping our members with fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual...
6 days ago in JobleadsReport -
Client-First Banking Advisor: Growth & Training
RBC Surrey, BC
...position in Surrey, Canada, focusing on providing personalized financial advice and building lasting client relationships. Candidates should have mutual...
7 days ago in JobleadsReport -
Banking Advisor
RBC Surrey, BC
Job Description What do you need to succeed? Must-have Mutual Funds accreditation (i... Investment Funds in Canada or the Canadian Securities Course)...
8 days ago in JobleadsReport -
Virtual Relationship Manager (Hybrid)
Prospera Surrey, BC
...mutual fund license and onboards new wealth members, provides advice regarding suitability of various investments, process trades, and conduct KYCs...
27 days ago in JobleadsReport -
Member Advice Specialist - Newton Branch
Coast Capital Savings Surrey, BC
...with every member they interact with. Imagine helping our members with Fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual...
24 days ago in JobleadsReport -
Relationship Manager (On Site) (Surrey)
Prospera Credit Union Surrey, BC
...funds and developing holistic financial plans. Able to develop and build relationships with members and provide advice in a variety of member situations...
2 days ago in KitjobReport -
Member Experience Specialist (Surrey)
c) 2022 Westminster Savings Credit Union Surrey, BC
...traditionally sourced and omni-channel retail and business members, uncovering member needs, and introducing our solutions to them. This is a mutual...
3 days ago in KitjobReport -
Client Advisor Intern (Surrey)
new Royal Bank of Canada Surrey, BC
...mutual. A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits. Continued opportunities for career...
1 day ago in KitjobReport -
Banking Advisor (Surrey)
Royal Bank of Canada Surrey, BC
Job Description What do you need to succeed? Must-have. Mutual Funds accreditation (i.e. Investment Funds in Canada or the Canadian Securities Course)...
2 days ago in KitjobReport -
Client Advisor Intern (Surrey)
new Royal Bank of Canada Surrey, BC
...mutual. A comprehensive Total Rewards Program including competitive compensation, bonuses, and versatile perks. Continued opportunities for career...
1 day ago in KitjobReport -
Virtual Relationship Manager (Hybrid) (Surrey)
new Prospera Credit Union Surrey, BC
...mutual fund license and onboards new wealth members, provides advice regarding suitability of various investments, process trades, and conduct KYCs...
1 day ago in KitjobReport -
Member Advice Specialist - Grandview Corners (Surrey)
new Coast Capital Savings Surrey, BC
...Funds in Canada is a requirement. You really like building relationships with a wide variety of people and want to help them with simple financial help. You...
1 day ago in KitjobReport -
Associate, Financial Planning (Surrey)
new Royal Bank of Canada Surrey, BC
...Funds in Canada, or the Canadian Securities Course). Perform as a One RBC Advisor with a breadth and depth of expertise across everyday banking, investments...
1 day ago in KitjobReport -
Financial planner, branch network - newton town centre, surr
Scotiabank Surrey, BC
...Funds in Canada or bank-recognized equivalent. Thrive in a team-oriented, results-driven team culture where your contributions are recognized and rewarded...
2 days ago in KitjobReport -
Senior Financial Advisor Fleetwood Branch Surrey, Bc
Scotiabank Surrey, BC
...Funds licence and completed CIFP Diploma What were offering The opportunity to join a forward-thinking organization where you are surrounded by a...
2 days ago in KitjobReport -
Universal Banker I (Surrey)
CIBC Surrey, BC
...in a similar capacity. You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or
2 days ago in KitjobReport -
Universal Banker I (Surrey)
CIBC Surrey, BC
...in a similar capacity. You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or
2 days ago in KitjobReport -
Member Advice Specialist (Surrey)
new Coast Capital Savings Surrey, BC
...with every member they interact with. Imagine helping our members with Fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual...
14 h 35 minutes ago in KitjobReport
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