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Senior 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 ...

Senior Financial Specialist Jobs
By Strathcona County At Greater Edmonton Metropolitan Area, Canada
Strong interpersonal and relationship management skills, including ability to interact effectively with various teams and cross-department work groups
Effective organizational and time management skills to prioritize and complete work within timelines while ensuring strong attention to detail and accuracy
Equivalencies of education and experience may be considered.
In addition to providing a dynamic work environment, we offer a competitive salary and benefits package.
Prepare and manage the update of annual levy report for Council and the public
Manage and complete the tracking, reporting and accounting of over-expenditures
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
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.
Senior Financial Analyist, Fp&A
By Vaco Lannick At Ontario, Canada
2+ years of experience working in Strategic Finance, Corporate Finance, Investment Banking, or Consulting
Work alongside an experienced Executive Team
Advanced Excel financial modelling skills
Fantastic leadership and mentorship with lots of autonomy under CFO
Interesting and complex business model
Resolves complex operational challenges and opportunities by making data-driven recommendations and leveraging their deep understanding of the business.
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 ...

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
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.