Mutual Fund Management jobs in Surrey, BC

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Assistant to Consultant
Investors Group - Burnaby, BC
Mutual funds certificate and LLQP (or willingness to obtain). Assist director with various client data management....
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Family Banking Relationship Manager - Fleetwood Branch
Consistently uses the Personal Investment Plan to guide advice-based investing conversations for mutual fund solutions....
Family Banking Relationship Manager - Sardis Branch
Consistently uses the Personal Investment Plan to guide advice-based investing conversations for mutual fund solutions....

Financial Planner - Investment Centre

Coast Capital Savings Credit Union - 31 reviews - Surrey, BC
You proudly hang your registration to sell mutual funds in your office. As a Financial Planner, you will be registered to sell mutual funds and qualified to...

Financial Services Representative

TD Bank - 4,398 reviews - Surrey, BC   +1 location
Actively participate in the performance management process. Contribute to the branch objective for Operational Excellence by adhering to Credit Compliance,...

Financial Planner

BMO Financial Group - 1,423 reviews - Surrey, BC   +3 locations
Must be registered to sell Mutual Funds (MFDA/AMF). Wealth Management Essentials (WME) + Financial Planning Supplement, or....

Financial Services Representative (Part-time Position)

TD Bank - 4,398 reviews - Surrey, BC
Actively participate in the performance management process. Contribute to the branch objective for Operational Excellence by adhering to Credit Compliance,...

Financial Planner, Investment & Retirement Planning-Mandarin

RBC - 2,132 reviews - Surrey, BC   +1 location
Mutual Funds License (IFIC or CSC). Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio...

Financial Advisor - Fleetwood

Prospera Credit Union - 11 reviews - Surrey, BC
Mutual Fund sales experience; Consistently uses the Personal Investment Plan to guide advice-based investing conversations for mutual fund solutions....

Fixed Income Analyst, RBC Global Asset Management

RBC - 2,132 reviews - Vancouver, BC
Management that supports your work and progression. As an integral part of the RBC Global Asset Management Team in Vancouver, BC, you will join the Fixed Income...

Financial Advisor

TD Bank - 4,398 reviews - Surrey, BC
Secured lending, mutual funds, etc.). Education and Accreditation IFIC Certification / Mutual Funds Licensed. Actively participate in the performance management...

Financial Planner (Richmond)

TD Bank - 4,398 reviews - Richmond, BC   +3 locations
Licensed to sell Mutual Funds and 3-5 years industry experience. Professional team player with excellent relationship management skills, both internally and...

Client Solutions Officers

Credential Financial Inc. - 3 reviews - Vancouver, BC
You maintain a working knowledge of Credential’s business lines and products, including mutual funds, securities and insurance platforms....
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Family Banking Relationship Manager (FT, Mission Branch)
Consistently uses the Personal Investment Plan to guide advice-based investing conversations for mutual fund solutions....
Financial Advisor I- MFDA
CIBC - 1,825 reviews - Surrey, BC
CIBC mutual fund compliance requirements. Windows, Portfolio Management, Contact Management, etc.). Well-developed time management skills and ability to manage...