1,067

Scheduler jobs in United Kingdom

Wealth Planning Consultant for High Net Worth Clients

Canadian Imperial Bank of Commerce

Duncan
On-site
CAD 80,000 - 100,000
30+ days ago
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operational planning director

Compliance Mentorz

Edmonton
On-site
CAD 50,000 - 70,000
30+ days ago

Wealth Planning Consultant for High Net Worth Clients

Canadian Imperial Bank of Commerce

Comox
On-site
CAD 100,000 - 125,000
30+ days ago

Wealth Planning Consultant for High Net Worth Clients

Canadian Imperial Bank of Commerce

Courtenay
On-site
CAD 50,000 - 58,000
30+ days ago

Operations Specialist: Scheduling & Field Support

Community Fire Prevention Ltd

Port Coquitlam
On-site
CAD 60,000 - 80,000
30+ days ago
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Maintenance Planner Superintendent — Drive Uptime

Domtar Corporation

Port Mellon
On-site
CAD 80,000 - 100,000
30+ days ago

Insurance Planning Specialist

Servus Credit Union

Red Deer
On-site
CAD 60,000 - 80,000
30+ days ago

Vision-Loss Care Navigator | Impactful Client Advocate

Vision Loss Rehabilitation Canada

Calgary
On-site
CAD 53,000
30+ days ago
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Aircraft Planning & Scheduling Specialist – Hybrid

Bombardier

Dorval
On-site
CAD 70,000 - 90,000
30+ days ago

Pre-Planning Director: Compassionate Memorial Sales Leader

Arbor Memorial Inc.

Middle Sackville
On-site
CAD 50,000 - 70,000
30+ days ago

Wealth Planning Consultant | CFP for High-Net-Worth

Canadian Imperial Bank of Commerce

Toronto
Hybrid
CAD 80,000 - 100,000
30+ days ago

On-Site Operations Planning Director

Compliance Mentorz

Edmonton
On-site
CAD 50,000 - 70,000
30+ days ago

Senior Transit Planning Director, TPAP & BRT Leader

CIMA+

London
Hybrid
CAD 100,000 - 130,000
30+ days ago

Administrative Specialist: Scheduling & Intake (Waterloo)

CBI Health

Southwestern Ontario
On-site
CAD 40,000 - 50,000
30+ days ago

Bilingual Dispatch & Scheduling Specialist

BGIS

Montreal
On-site
CAD 45,000 - 55,000
30+ days ago

Senior Customer Advocate

Boldr

Canada
On-site
CAD 50,000 - 70,000
30+ days ago

Sr. Manager Customer Data Engineering

CaptivateIQ

Toronto
Hybrid
CAD 186,000 - 256,000
30+ days ago

Insurance Sales & Wealth-Planning Specialist

Scotiabank

Saskatoon
On-site
CAD 50,000 - 70,000
30+ days ago

Insurance Sales & Wealth-Planning Specialist

Scotiabank

Saskatoon
On-site
CAD 50,000 - 70,000
30+ days ago

Part-Time Healthcare Scheduling Specialist

Riverside Health Care Facilities

Fort Frances
On-site
CAD 50,000 - 70,000
30+ days ago

Supply Chain Planning Manager

Summit Search Group

Mississauga
On-site
CAD 80,000 - 100,000
30+ days ago

Linux & Middleware Administrator - Express Scripts Canada

Cigna

Mississauga
Hybrid
CAD 80,000 - 100,000
30+ days ago

District Advance Transportation Planning Director

Texas Department of Transportation

Beaumont
On-site
CAD 100,000 - 125,000
30+ days ago

Remote Camp Admin Specialist | Scheduling & Payroll

Dexterra

Alberta
Remote
CAD 30,000 - 60,000
30+ days ago

Maintenance/Planner Superintendent

Domtar Corporation

Port Mellon
On-site
CAD 80,000 - 100,000
30+ days ago

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Wealth Planning Consultant for High Net Worth Clients
Canadian Imperial Bank of Commerce
Duncan
On-site
CAD 80,000 - 100,000
Full time
30+ days ago

Job summary

A major Canadian bank located in Duncan is seeking a Financial Planning Consultant to provide expert financial planning for high net worth clients. Candidates must hold a Certified Financial Planner (CFP) designation and possess 7-10 years of experience in financial advisory. The role emphasizes collaboration with CIBC advisors and requires strong analytical skills and investment knowledge. This job offers a competitive salary and various benefits.

Benefits

Competitive compensation
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support

Qualifications

  • 7-10 years of financial advisory/sales experience with High Net Worth clients.
  • Extensive investment knowledge and expertise.
  • Strong understanding of markets sufficient to respond to sophisticated inquiries.

Responsibilities

  • Provide expert financial planning counsel specializing in wealth management solutions.
  • Analyze customer portfolios and prepare retirement/investment plans.
  • Educate customers about their investments and portfolios.

Skills

Analytical Thinking
Business Planning
Client Service
Financial Advising
Investment Planning
Wealth Management

Education

CFP (Certified Financial Planner)
Canadian Securities Course (CSC)
Job description
A major Canadian bank located in Duncan is seeking a Financial Planning Consultant to provide expert financial planning for high net worth clients. Candidates must hold a Certified Financial Planner (CFP) designation and possess 7-10 years of experience in financial advisory. The role emphasizes collaboration with CIBC advisors and requires strong analytical skills and investment knowledge. This job offers a competitive salary and various benefits.

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.