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Senior Advisor Financial Planner Jobs

Senior Financial Advisor - Corporate Accounting
By Hydro One At Toronto, Ontario, Canada
Coordinate and manage the completion of Statistics Canada Surveys, ensuring that tools are effectively utilized to streamline the process.
Ensure requirements are effectively communicated to business until and monitor compliance.
8 – 10 years relevant experience in financial reporting at an intermediate level.
Experience in fixed asset accounting & reporting is highly desirable.
Experience in a rate-regulated environment is highly desirable.
Maintain appropriate internal control policies and develop procedures as required.
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
Senior Financial Advisor (Ottawa Main) [Scotiabank]
By CareerBeacon At Ottawa, Ontario, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer's comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships
Senior Financial Advisor- Strawberry Hill, Surrey, British Columbia [Scotiabank]
By CareerBeacon At Surrey, British Columbia, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer's comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships
Senior Financial Advisor Jobs
By New Outlook Wealth Inc. At Edmonton, Alberta, Canada
Sales grids that favour only the top producers
Income stabilization support OR incentives for books over $30M AUA
Full ownership of client relationships
Guaranteed, contractual book valuation at retirement
Equity in firm for practices over $50M AUA
sales grids that favour only the top producers
Senior Financial Advisor (Canada) [Scotiabank]
By CareerBeacon At Dartmouth, Nova Scotia, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer's comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships
Senior Financial Advisor - Wallaceburg, On (Future Opportunities) [Scotiabank]
By CareerBeacon At Wallaceburg, Ontario, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer's comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships
Senior Financial Advisor - Midtown Toronto, On
By Scotiabank At North York, Ontario, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer 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 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
Senior Financial Advisor (Kemptville) [Scotiabank]
By CareerBeacon At Kemptville, Ontario, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer's comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships
Senior Financial Advisor - Oshawa, On (Harmony & Taunton Branch)
By Scotiabank At Pickering, Ontario, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships
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.
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 ...

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
Senior Financial Advisor Jobs
By CIBC At Toronto, Ontario, Canada
You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
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 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