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Financial Planner Jobs

Certified Financial Planner Jobs
By Objective Financial Partners Inc. At Greater Toronto Area, Canada

Senior Financial Planner (Fee-Only) Location: Markham, Ontario Join a forward-thinking financial planning firm that prides itself on unbiased and objective advice. As an “advice-only” leader in ...

Business Financial Planner And Analyst - Montreal, Canada
By Pirelli At Montreal, Quebec, Canada
General knowledge of management techniques
Meet the management plan and profit objectives, in coordination with the Controlling Manager and CFO.
Prepare economic and profitability evaluation to support management in business decision process.
Prepare monthly analysis over fix cost and labor cost and deliver to management for discussion and actions.
Organize and distribute priorities within the managed team.
Bachelor’s degree in business, engineering, finance, data science or related field
Financial Planner/Wealth Advisor
By Raymond James Ltd. At Waterloo, Ontario, Canada
Experience with a client relationship management software such as Maximizer
Assist us in responding to incoming client calls and inquiries regarding financial planning, wealth management, tax, insurance and investment options
Work closely with Portfolio Manager and team members to provide seamless financial planning & investment management
High level of knowledge and experience using financial planning software such as investcloud (NaviPlan), RazorPlan and / or Snap
Manage action requests to and from clients and document in CRM software
Experience in cross-border (Canada / USA) a great asset
Financial Planner Jobs
By BMO At North Vancouver, British Columbia, Canada
Specialized knowledge from education and/or business experience.
Develops and implements a relationship management plan to meet the needs of client.
Broader work or accountabilities may be assigned as needed. Qualifications:
Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
Determines client needs and provides solutions though the sales of managed products and services.
Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
Financial Planner I [Td Bank]
By CareerBeacon At Calgary, Alberta, Canada
Maintain a culture of risk management and control, supported by aligned risk appetite
Complete Wealth Management Essentials (WME) within first 30 months in role
Be knowledgeable of best practices and procedures and stay ahead of emerging trends
University Degree and/or 3-5 years industry experience
Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships
Contribute to team and department goals while strengthening customer service and dedication
Financial Planner Jobs
By Servus Credit Union At Leduc, 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
Monitor and ensure personal and corporate goals are met or exceeded
Responsible Investment Specialist (RIS) designation
Financial Planning designation (CFP) or ability to obtain designation
Financial Planner - Abbotsford [Td Bank]
By CareerBeacon At Abbotsford, British Columbia, Canada
Maintain a culture of risk management and control, supported by aligned risk appetite
Complete Wealth Management Essentials (WME) within first 30 months in role
Be knowledgeable of best practices and procedures and stay ahead of emerging trends
University Degree and/or 3-5 years industry experience
Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships
Contribute to team and department goals while strengthening customer service and dedication
Financial Planner - Brampton/Georgetown/Milton Pipeline [Td Bank]
By CareerBeacon At Brampton, Ontario, Canada
Maintain a culture of risk management and control, supported by aligned risk appetite
Complete Wealth Management Essentials (WME) within first 30 months in role
Be knowledgeable of best practices and procedures and stay ahead of emerging trends
University Degree and/or 3-5 years industry experience
Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships
Contribute to team and department goals while strengthening customer service and dedication
Financial Planner/Investment Specialist - Rockland Center [Scotiabank]
By CareerBeacon At Montreal, Quebec, 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 - Edmonton, Ab [Scotiabank]
By CareerBeacon At Edmonton, Alberta, 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, Investment And Retirement Planning
By RBC At Kingston, 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 Jobs
By RBC At St Thomas, Ontario, Canada
Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
Minimum 3 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
Financial Planning Designation (PFP or CFP)
Wealth Planner / Financial Planning - Sme
By CGI At Toronto, Ontario, Canada
Experience in agile software development, SCRUM or SAFe and Application Lifecycle Management (ALM)) is a bonus.
Work with engineering teams to craft and develop innovative software tools that deliver a fabulous and engaging advisor and client experience.
Mentor advisors on how to use our tools efficiently to elevate their advisory practice and deliver top notch client experience.
Collaborate with product owners in cross-functional teams to balance client needs, market needs, and user experience.
Excellent communication and people skills
Strong and critical thinking skills
Financial Planner Jobs
By BMO At Vancouver, British Columbia, Canada
Specialized knowledge from education and/or business experience.
Develops and implements a relationship management plan to meet the needs of client.
Broader work or accountabilities may be assigned as needed. Qualifications:
Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
Determines client needs and provides solutions though the sales of managed products and services.
Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
Investment Specialist / Financial Planner - Newmarket And Aurora, On
By Scotiabank At London, Canada Metropolitan Area
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 - Toronto East And Scarborough, On
By Scotiabank At Scarborough, 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 - Mississauga, On
By Scotiabank At Mississauga, 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, Investment & Retirement Planning
By RBC At Dryden, 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
Investment Specialist / Financial Planner - Toronto, On
By Scotiabank At Toronto, 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 Jobs
By Zagari + Simpson At Montreal, Quebec, Canada

Job Title: Financial Planner Location: Canada Salary: $100,000 - $125,000 annually (depending on experience) Job Summary: We are seeking an experienced and knowledgeable Financial Planner to join ...

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