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Financial Planner Jobs

Financial Planner Jobs
By Wealthsimple At Toronto, Ontario, Canada
Challenge the wealth management industry status quo to help enable all people to plan for their financial future.
Deliver strong follow up recommendations so clients can actually experience the benefits of financial planning.
Communicate most of the time via phone and video with clients. Superb phone skills are a requirement.
Go the extra mile for the client. We always deliver an amazing client experience!
At least 4 years experience in a similar role
Experience as a fee-only financial planner is an asset
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
Financial Planner, Investment And Retirement Planning
By RBC At Prince Rupert, British Columbia, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Financial Planner, Investment And Retirement Planning
By RBC At Williams Lake, British Columbia, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
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.
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
Financial Planner, Investment Retirement Planning
By RBC At Kawartha Lakes, Ontario, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Financial Planner, Investment And Retirement Planning
By RBC At Slave Lake, Alberta, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
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 Investment And Retirement Planning
By RBC At Toronto, Ontario, Canada
An awareness of the Regulatory Environment, and the difference in requirements between management and legal entity reporting
IS Finance Senior Management Team
Leveraging business knowledge, and experience to be a valued, strategic partner/advisor as a member of the CFO Group.
Accounting designation or equivalent degree with post qualification experience of at least 3 years
Experience within Business facing Finance roles
Delegated responsibilities from Finance Leadership to represent Finance at Project forums and Committees as deemed appropriate
Investment Specialist / Financial Planner - West Kelowna, Bc
By Scotiabank At Kelowna, British Columbia, 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.
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.

Are you looking for a rewarding career in financial planning? We are looking for a motivated individual to join our team as a Financial Planner. You will have the opportunity to help clients make sound financial decisions and build a secure financial future. If you have a passion for helping others and a knack for financial planning, this is the job for you!

A Financial Planner is a professional who helps individuals and businesses create and manage their financial plans. They provide advice on investments, retirement planning, estate planning, tax planning, and other financial matters.

What is Financial Planner Skill Requirements?

• Excellent communication and interpersonal skills
• Ability to understand and analyze financial data
• Knowledge of financial planning principles and practices
• Proficiency in financial software and other financial planning tools
• Ability to develop and implement financial plans
• Ability to work independently and as part of a team

What is Financial Planner Qualifications?

• Bachelor’s degree in finance, accounting, economics, or a related field
• Professional certification such as Certified Financial Planner (CFP)
• Relevant work experience in financial planning

What is Financial Planner Knowledge?

• Knowledge of financial planning principles and practices
• Understanding of investment products and services
• Knowledge of tax laws and regulations
• Knowledge of estate planning principles
• Knowledge of insurance products and services

What is Financial Planner Experience?

• Previous experience in financial planning or related field
• Experience in developing and implementing financial plans
• Experience in providing financial advice

What is Financial Planner Responsibilities?

• Develop and implement financial plans for clients
• Analyze financial data and provide advice on investments, retirement planning, estate