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Associate Financial Planner Jobs

Financial Planner Jobs
By Affinity Credit Union At Saskatchewan, Canada
Leverage technology to provide member education and deliver a remarkable member experience, drive sales, grow and retain business
A total rewards package with health & dental benefits, pension & a health spending account
The name on our doors
Develop financial plans for our members
Provide our members with support and expertise in all aspects of financial planning
Promote the interests of Affinity through community outreach activities, generating opportunities and attracting new members
Financial Planner Jobs
By Servus Credit Union At Hinton, Alberta, Canada
Benefits that lead the field
Financial product benefits available immediately
Group benefit coverage including extended health care coverage, travel insurance, dental plans, and specialized medical coverage
2 years' experience within the financial industry
Monitor and ensure personal and corporate goals are met or exceeded
Responsible Investment Specialist (RIS) designation
Associate Financial Analyst Jobs
By Agricorp At Guelph, Ontario, Canada
Prepare and develop new financial and management reporting, analytical commentary, and ad hoc analysis as required by management and stakeholders
Technical/professional knowledge – Understands and applies accounting and finance concepts and methodologies
Participate in finance and company projects and initiatives (e.g. quality and efficiency improvements)
Use knowledge expertise to promote financial understanding across the organization
Post-secondary degree in business, accounting, finance or equivalent
Minimum 2 years relevant experience
Investment Specialist / Financial Planner - Toronto West
By Scotiabank At Etobicoke, Ontario, Canada
A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
3 years of experience in financial planning and investment sales.
Ability to provide an excellent client experience without going to the branch.
A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
Investment Specialist / Financial Planner - Bracebridge, Ontario
By Scotiabank At Bracebridge, Ontario, Canada
A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
3 years of experience in financial planning and investment sales.
Ability to provide an excellent client experience without going to the branch.
A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
Associate Financial Advisor/Associate Financial Services Specialist
By CIBC At Toronto, Ontario, Canada
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Financial Planner - Partner - Gulf & Fraser Financial Group
By Aviso Wealth At Burnaby, British Columbia, Canada
Working with Branch Managers to implement annual investment business plan
Providing high-quality investment and financial planning advice and services to members while identifying opportunities for referrals for other products and services
Proactively seeking new business and growing/increasing existing member investments
Designation as Certified Financial Planner (CFP)
Completion of CSC and CPH courses
Minimum 3-5 years’ demonstrated success in a comparable role
Investment Specialist / Financial Planner - Trenton, On
By Scotiabank At Trenton, Ontario, Canada
A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
3 years of experience in financial planning and investment sales.
Ability to provide an excellent client experience without going to the branch.
A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
Investment Specialist / Financial Planner - Pickering, Whitby, Oshawa, Ajax, Clarington, On
By Scotiabank At Pickering, Ontario, Canada
A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
3 years of experience in financial planning and investment sales.
Ability to provide an excellent client experience without going to the branch.
A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
Senior Financial Planner Jobs
By West-Can HR Solutions At Brandon, Manitoba, Canada
What we can offer you:
Administrative support, marketing budgets, signing bonuses and more available.
The ability to be an established advisor’s succession plan or create a retirement plan for yourself and your book of clients.
Reach out to West-Can HR for more information on this great opportunity!
Financial Planner Jobs
By Canadian Forces Morale and Welfare Services At Kingston, Ontario, Canada

Who We Are CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. ...

Financial Planner Jobs
By AtlantisFinancialInc At Barrie, Ontario, Canada

What is financial planning all about?

4.Enjoy working with and helping people.

Financial Associate Jobs
By Experior Financial Group At Ontario, Canada

Experior Financial Group, Inc. is looking for motivated individuals to join our winning team as a Financial Associate! With opportunities for advancement and potential to earn shares in the company, ...