Register
Recruit Create CV

Student 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
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
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!
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 job that will help you make a difference in the lives of students? Join our team as a Student Financial Planner and help students plan for their future! With our comprehensive financial planning services, you'll be able to provide students with the tools they need to make informed decisions about their finances. Plus, you'll get to work with a great team of professionals who are passionate about helping students succeed. Don't miss out on this amazing opportunity!

Overview:

Student Financial Planners help students and their families plan for college and other educational expenses. They provide advice on budgeting, saving, and investing, as well as helping to identify and secure sources of financial aid. They also provide guidance on loan repayment and other financial matters. Student Financial Planners must have a thorough understanding of the financial aid process and be able to explain complex financial concepts in a way that is easy to understand. They must also be able to work with a variety of clients, from high school students to adult learners.