Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planner

Jobtailor

CIBC is seeking an experienced financial professional to manage a dedicated client portfolio, develop comprehensive financial plans, and deliver exceptional client service. The role requires ongoing relationship-building with clients and adherence to regulatory licensing standards across CIRO-ID and AMF, with potential travel between banking centres. Flexible hours including evenings and weekends may be required. #J-18808-Ljbffr

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Financial Planner in Modesto, CA vacancy
  •  ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Ceres, CA
    1 day ago
  • $41.71k - $69k

     ...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO... 
    Suggested
    Part time
    Local area
    Immediate start
    Day shift

    Hispanic Alliance for Career Enhancement

    Ceres, CA
    2 days ago
  • $20 - $23 per hour

     ...based on purpose, value, and trust. You assist our customers with a variety of transactions, demonstrate interest and care for their financial wellbeing, detect opportunities to introduce them to Tri Counties Bank services that suit their financial circumstances, and... 
    Suggested
    Hourly pay
    Local area

    Tri Counties Bank

    Modesto, CA
    3 days ago
  • $45.38k - $75.63k

     ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Modesto, CA
    3 days ago
  • $34 - $60 per hour

     ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career... 
    Suggested
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Modesto, CA
    4 days ago
  • Citigroup Inc. in Modesto, CA is seeking an Entry-Level Personal Banker SAFE Act to assist in sales and service execution. This position involves building customer loyalty, recognizing lending opportunities, and delivering remarkable client experiences. The ideal candidate...

    Citigroup Inc

    Modesto, CA
    21 hours ago
  • Tri Counties Bank is hiring a Personal Banker in Modesto, CA. The role centers on delivering confident service to customers visiting the branch for teller services and new accounts, while building banker-client relationships and guiding customers toward suitable Tri Counties...
    Local area

    Tri Counties Bank

    Modesto, CA
    3 days ago
  •  ...applying for any new position.** Acknowledge ( **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Modesto, CA
    3 days ago
  • $250k

     ...service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business... 
    Full time

    Citigroup Inc

    Modesto, CA
    21 hours ago
  • $45.38k - $75.63k

     ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental... 
    Full time
    Temporary work
    Part time
    Work at office
    Shift work

    Dormont Manufacturing Co

    Modesto, CA
    4 days ago
  • $25 - $26.77 per hour

     ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. This position is open for the entire... 
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Bank of America

    Ceres, CA
    2 days ago
  • $250k

     ...service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business... 

    Citigroup

    Modesto, CA
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With...  ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Modesto, CA
    2 days ago
  •  ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client... 
    Full time
    Part time

    SkyKey Financial

    Ceres, CA
    21 hours ago
  •  ...welcoming service while building lasting client relationships and guiding clients to digital banking tools. You will work to understand financial needs and provide thoughtful solutions that align with Chase’s broader banking offerings. The role requires compliance with... 
    Weekend work
    Afternoon shift

    Fairygodboss

    Turlock, CA
    9 hours ago
  •  ...PNC Financial Services Group, Inc. in California is seeking a Personal Banker to operate in Turlock or Modesto. You will build the branch customer base through proactive sales and service, enhancing customers' financial wellbeing. The role emphasizes customer loyalty,... 
    Work at office

    PNC Financial Services Group

    Turlock, CA
    4 days ago
  •  ...BMO Financial Group is seeking a customer-focused professional in California to engage with clients, assess needs, and offer lending and banking solutions across channels. You will support transactions, provide guidance on digital options, and build community relationships... 

    Koitecc Solutions

    Ripon, CA
    4 days ago
  • $41.71k - $69k

     ...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO... 
    Contract work
    Local area
    Immediate start
    Day shift

    BMO U.S.

    Ripon, CA
    4 days ago
  •  ...cash deposits, and maintaining branch vault cash Identify referral opportunities for new products and services based on client’s financial goals Educate clients on digital and self‑service opportunities offered by Citi Adhere to bank policies, operational controls, and... 
    Hourly pay
    Full time
    Part time

    Citi

    Modesto, CA
    1 day ago
  •  ...candidate will solicit the sale of bank services to businesses. Other duties and responsibilities include collecting and analyzing financial data to determine the creditworthiness of the prospect. Provide secured financing solutions in support of working capital... 
    Local area

    MRINetwork

    Modesto, CA
    2 days ago
  • $20 - $25 per hour

     ...Mitchell Schools in Modesto, CA! Are you ready to transform lives while pursuing your passion for finance? Join us as a full-time Financial Aid Advisor and become an integral part of our vibrant community. With competitive pay ranging from $20 to $25 per hour , plus... 
    Hourly pay
    Full time
    Local area
    Monday to Friday

    Paul Mitchell Schools

    Modesto, CA
    26 days ago
  •  ...demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: ~1+ year of experience interacting with customers, or equivalent demonstrated through one... 
    Work experience placement
    Weekend work

    Phenom People

    Ceres, CA
    3 days ago
  • $39.52k - $46.81k

     ...cash deposits, and maintaining branch vault cash Identify referral opportunities for new products and services based on client’s financial goals Educate clients on digital and self-service opportunities offered by Citi Adhere to bank policies, operational... 
    Hourly pay
    Full time
    Part time

    Citigroup Inc

    Modesto, CA
    4 days ago
  •  ...current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Job Summary Under direct supervision: Provides quality service to customers.... 
    Work experience placement
    Work at office

    Westamerica Bank

    Modesto, CA
    1 day ago
  • $19.63 - $23 per hour

     ...the Assistant Branch Manager. Acts as lead teller, responsible for teller line activities and activities which support identifying financial solutions for customers. MAJOR RESPONSIBILITIES • Participates in daily team huddles and one-on-one debrief with... 
    Hourly pay
    Local area
    Night shift

    Tri Counties Bank

    Modesto, CA
    3 days ago
  • $39.52k - $46.81k

     ...cash deposits, and maintaining branch vault cash Identify referral opportunities for new products and services based on client’s financial goals Educate clients on digital and self-service opportunities offered by Citi Adhere to bank policies, operational... 
    Hourly pay
    Full time
    Part time

    Citigroup Inc

    Modesto, CA
    4 days ago
  •  ...problem-solving skills. This entry-level position provides opportunities to educate clients and create solutions tailored to their financial needs while adhering to bank policies and ensuring asset safety. Comprehensive benefits are available to eligible employees. #J-... 
    Part time

    Citigroup Inc

    Modesto, CA
    4 days ago
  • $18 - $22 per hour

     ...Continuously deepen knowledge of Columbia Bank's product and service offerings and stay current on changes. Discuss and uncover customers' financial needs to identify and offer appropriate products and services. Support referral goals for the branch by focusing on and referring... 
    Hourly pay
    Night shift

    Columbia Bank (WA, OR & ID)

    Modesto, CA
    1 day ago
  • $19.63 - $23 per hour

    Tri Counties Bank is seeking a Senior Teller to support branches in Modesto, CA, acting as a lead teller and assisting the Assistant Branch Manager with customer service and sales activities. The role emphasizes accuracy, compliance, and teamwork. The position offers an...
    Hourly pay

    Tri Counties Bank

    Modesto, CA
    3 days ago
  • $19.63 - $23 per hour

     ...the Assistant Branch Manager. Acts as lead teller, responsible for teller line activities and activities which support identifying financial solutions for customers. MAJOR RESPONSIBILITIES Participates in daily team huddles and one-on-one debrief with Assistant Branch... 
    Hourly pay
    Full time
    Local area
    Night shift

    Tri Counties Bank

    Modesto, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!