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Financial Planner Relationship 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 ...

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 Client Relationship Manager - Toronto - Up To $120,000 Cad
By Hunter Bond At Toronto, Ontario, Canada
Engaging in the day-to-day operational management of a renowned global enterprise
2+ years of experience working in financial services in a client facing team
Demonstrated and keen interest in the field of finance
Job title: Financial Client Relationship Manager
Salary: Up to $120,000 CAD plus Benefits!
Directly interfacing with clients and adeptly overseeing relationships
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 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)
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.
First Nations, Career Opportunity - Relationship Manager, Commercial Financial Services- En
By RBC At Montréal-Ouest, Quebec, Canada
Demonstrate portfolio management and risk mitigation through the review of financial statements identifying trends, monitoring risk, and assessing for credit restructuring
Deep and proven client-centricity, business development, and relationship management excellence
Apply your past business development experience for prospecting, and lead generation, to new and existing clients
Provide an exceptional client experience by delivering superior business and financial advice within a Client Relationship Team model
Exceptional interpersonal, communication, negotiation and presentation skills
New client acquisition skills (i.e., pitching the value proposition, lead generation, initial customer contact and cold calling, asking for referrals)
Financial Services Consultant, Client Relationship
By Sun Life At Toronto, Ontario, Canada
Successfully achieve sales targets by building great relationship and delivering a wonderful client experience.
Financial Services industry experience in an advisory capacity
Comprehensive flexible benefits program including:
Provide investment advice to clients, through consultation related to their financial needs, including savings, and retirement income.
Review portfolio investments, product options, savings goals, and assist with asset consolidation.
Create an investment risk assessment profile for clients. This will support them in aligning their investments to their desired risk tolerance.
Financial Services Relationship Manager
By TCU Financial Group At Saskatoon, Saskatchewan, Canada
A team player with accomplished listening skills and a genuine interest in helping members meet their current and future financial needs.
As the Financial Services Relationship Manager you will be….
As the Financial Services Relationship Manager you are ….
Managing a growing portfolio of relationships.
Providing a holistic approach to services.
Developing business through community involvement and networking opportunities.
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.
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 ...