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Student Financial Planner Jobs

Student, Portfolio & Financial Management
By OMERS At Toronto, Ontario, Canada
Prepare detailed reports and presentations for management, outlining cost insights, trends, and recommendations for optimizing resource allocation.
Collaborate with IT teams to enhance data collection, processing, and reporting capabilities for cost-related data.
Completed at least 1-2 previous work terms with positive feedback from your manager(s)
Basic knowledge of accounting practices – budget vs actuals, forecasting, report creation
An ability to build good visual and/or user experience designs for financial models
Good collaboration skills, are a helpful teammate, and are a proactive contributor
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 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.
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 ...

Junior Planner (Student, Fall Term)
By TULLOCH At Huntsville, Ontario, Canada
Superior organizational and time management skills
Knowledge of design software such as AutoCAD (considered an asset)
Great interpersonal and critical thinking skills
Excellent communication skills (oral and written)
Work on both large and small development projects throughout northern and central Ontario
Add value to land through critical thinking and rigorous policy analysis;
Junior Planner (Student, Fall Term)
By TULLOCH At Greater Sudbury, Ontario, Canada
Superior organizational and time management skills
Knowledge of design software such as AutoCAD (considered an asset)
Great interpersonal and critical thinking skills
Excellent communication skills (oral and written)
Work on both large and small development projects throughout northern and central Ontario
Add value to land through critical thinking and rigorous policy analysis;
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

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.