Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Mid-Senior Financial Planner - Private Client Wealth

Collins Recruitment Group

A premier Canadian Investment Management firm is seeking an experienced Financial Planner to join its Private Client Group. This role involves collaborating with portfolio managers to develop financial plans and guide clients through complex decisions. The ideal candidate will have a background in commerce or finance, with at least two years of financial planning experience. Strong analytical skills and proficiency in financial planning software are essential. Competitive salary and benefits offered. #J-18808-Ljbffr

Vacancy posted 20 hours ago
Similar jobs that could be interesting for youBased on the Mid-Senior Financial Planner - Private Client Wealth in Toronto, ON vacancy
  • $18.5 - $20 per hour

     ...: We are seeking a detail-oriented and proactive Assistant Financial Planner to join our team. This role will support senior financial planner in providing exceptional financial planning services to clients, including research, data analysis, administrative tasks, and client... 
    Senior
    Hourly pay
    Part time
    Work at office
    Monday to friday
    Flexible hours

    Roche Financial Group

    Toronto, ON
    4 days ago
  • $45k - $100k per year

     ...from education and/or business experience. Salary : $45,000.00 - $100,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications... 
    Suggested
    Permanent employment
    Full time
    Contract work
    Part time

    BMO

    Toronto, ON
    20 hours ago
  • $75k - $125k per year

    Trade Settlement and Private Wealth Manager Position Description This role is hybrid and requires you to be at our downtown Toronto and/or Client office at a minimum 1 days per week subject to change at any time.  Your future duties and responsibilities Lead, coach... 
    Suggested
    Work at office
    1 day per week
    Toronto, ON
    4 days ago
  •  ...JOB OVERVIEW We are currently seeking a Private Client Administration Associate to join our Private...  ...urgency and exceptional accuracy on all Financial and Non-Financial requests received from...  ...Assante Private Client and CI Private Wealth platforms. WHAT YOU WILL DO Ensure... 
    Private client
    Full time
    Internship
    Immediate start
    Flexible hours

    CI Financial

    Toronto, ON
    6 days ago
  •  ...platform , helping small and mid-sized businesses make more calls...  ...that are transforming how our clients handle volume at scale Have...  ..., equity is earned over time. Seniority, tenure, and consistent impact...  ...swag every year! +Private Health Insurance This is... 
    Senior
    Full time
    Work at office
    Immediate start
    Remote work
    Work from home
    Home office
    Flexible hours

    Cloudtalk

    Toronto, ON
    11 days ago
  •  ...This is a remote position. Canadian Private Client Adviser Are you a financial advisor tired of the traditional bank model? Looking for a role...  ...territory within driving distance. You will present wealth management solutions to high-net- worth prospects. Receive... 
    Private client
    Work at office
    Local area
    Remote work
    Work from home
    Home office

    CNI Consulting Inc.

    Toronto, ON
    26 days ago
  • $73k - $85.72k per year

     ...Our vibrant team provides administrative, financial, marketing, and event services for not-...  ...the freedom to provide input and make your clients' organizations better. The scale and...  ...daily, and will work side-by-side with the senior leadership. As a team, we work hard, are... 
    Senior
    Full time
    Contract work
    Flexible hours
    Night shift

    Redstone Agency

    Toronto, ON
    8 days ago
  •  ...designed some of Canada's most notable buildings. Parkin's Vancouver, Toronto and Ottawa offices serve both Canadian and international clients with the immediacy and attention of a local service. Parkin's design influence can currently be found in eight of Canada's provinces,... 
    Senior
    Full time
    Work at office
    Local area

    Parkin Architects Limited

    Toronto, ON
    1 day ago
  •  ...Job Responsibility: Job Title: Senior Media Planner At EssenceMediaCom, we believe in People First, Better Results We help people, brands and...  ...ll deliver better results not only for our teams but for our clients. We're a global company, so you'll be working with teams and... 
    Senior
    Full time
    Work at office

    EssenceMediacom

    Toronto, ON
    4 days ago
  • $45k - $66.25k per year

     ...agentic marketing platform, WPP Open – we help clients navigate change, capture opportunity, and...  ...results. This position work closely with senior management and agency partners to create...  ...~ Working closely with SR. Planner/Buyer and Client Business Lead ~ Working... 
    Senior
    Work at office

    wppmedia

    Toronto, ON
    7 days ago
  •  ...re looking for a sharp, positive, and motivated self-starter to join our Canadian Mid-Market Goods team. This team is focused on growing Goods advertisers across various verticals. As a Client Account Manager on this team, you will closely collaborate with your Client Partner... 
    Remplacement
    For contractors
    Work at office
    Flexible hours
    2 days per week
    1 day per week

    Reddit

    Toronto, ON
    6 days ago
  •  ...Senior UAT Lead – Wealth Management Location: Toronto, ON Work Model: Hybrid (2 days per...  ...end-to-end testing for banking, financial services, wealth management, and family...  ...and family office services, including client onboarding, investment and portfolio servicing... 
    Senior
    Permanent employment
    Work at office
    2 days per week

    Astra North Infoteck Inc.

    Toronto, ON
    10 days ago
  • $76.8k - $115.2k per year

     ...role. : Department Overview: As a member of TD Private Wealth Management (PWM), the Wealth Planning Support Team (WPS) consists of financial industry professionals that includes accountants and financial planners. The team's mission is to support the wealth planning... 
    Full time
    Work at office
    Work from home

    TD Bank

    Toronto, ON
    8 days ago
  •  ...experienced legal professionals for multiple mid–senior level opportunities across a range of...  ...intended to attract candidates from private practice and corporate environments, with...  ...legal advice to business stakeholders and/or clients across operational and strategic matters... 
    Senior
    Full time
    Contract work
    Private practice

    Hire Resolve.com

    Toronto, ON
    more than 2 months ago
  •  ..., sustainable practices, and philanthropic initiatives that reflect our values and long-term vision. Job Overview The Senior Demand Planner owns the unit sales forecast and the receipt need that flows from it, end to end, across an assigned set of pillars and collections... 
    Senior
    Long term contract
    Full time
    Seasonal work
    Work at office
    Remote work
    Work from home
    Worldwide
    Shift work
    2 days per week
    3 days per week

    Mejuri

    Toronto, ON
    16 days ago
  •  ...in hiring experienced hospitality professionals for a range of mid–senior level opportunities across Canada. This is a multi-role hiring...  ...events, and/or multi-department environments to achieve service and financial targets Drive guest experience standards, quality assurance,... 
    Senior
    Full time
    Contract work
    Afternoon shift

    Hire Resolve.com

    Toronto, ON
    more than 2 months ago
  •  ...(Canada) since 2002 and has offices in the United States, the Middle East, Asia and South America. Progesys is looking for a   Senior Planner  to work in a mining project in Ontario. As a Senior Planner, you will be a strategic cornerstone in delivering large-scale mining... 
    Senior
    Full time
    For contractors
    Work at office

    Progesys Inc

    Toronto, ON
    26 days ago
  •  ...helping Canadian investors build better financial futures for over 35 years. We offer...  ...to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation...  ...Collaboration Collaborate with wealth advisor to support business development... 
    Long term contract
    Full time
    Work at office
    Remote work

    Fidelity Investments

    Toronto, ON
    8 days ago
  •  ...Hire Resolve is assisting healthcare organizations in hiring experienced healthcare professionals for a portfolio of mid–senior level opportunities across nursing, allied health, and clinical practice leadership. This is a multi-role opportunity covering several clinical functions... 
    Senior
    Full time

    Hire Resolve.com

    Toronto, ON
    more than 2 months ago
  •  ...is one of the internet’s largest sources of information. For more information, visit . We are looking for a Senior Client Account Manager to join the Financial Services vertical of our Large Customer Sales team. This person will closely collaborate with a Client Partner... 
    Senior
    Remplacement
    For contractors
    Flexible hours

    Reddit

    Toronto, ON
    7 days ago
  •  ...processing, maintenance and reliability, projects, and health, safety, and environment (HSE) leadership. These roles are designed for mid- to senior-level professionals and offer a clear pathway toward superintendent, manager, and senior site or regional leadership positions.... 
    Senior
    Full time
    For contractors
    Work at office
    Rotating shift

    Hire Resolve.com

    Toronto, ON
    more than 2 months ago
  • $90k - $115k per year

     ...business and drive commercial outcomes. The Financial Planning & Analysis (FP&A) function is a...  ...building positive relationships across client markets, reporting and controlling and actuarial...  ...submissions of financial performance to senior stakeholders (pipeline information,... 
    Senior
    Long term contract
    Temporary work

    Swiss Re

    Toronto, ON
    13 hours ago
  • Repeatedly voted one of Montreal’s Top Employers and Employer of the Year for the 2022 Mercuriades Awards, Rodeo FX is a high-end creative company offering services in visual effects, advertising, animation, and experiential. Nominated for multiple Emmy® Awards for its...
    Senior
    Permanent employment
    Full time
    Temporary work
    Flexible hours

    Rodeo FX

    Toronto, ON
    5 days ago
  • $80k - $90k per year

     ...differently so they're better than before. In this way, we make our clients' most important marketing assets—their brands—win in a changing...  ...Manage and own the full month-end, quarter-end and annual financial reporting activities for multiple legal entities (LE's) within the... 
    Senior
    Permanent employment
    Full time
    Contract work
    Work at office
    Worldwide

    dentsu

    Toronto, ON
    4 days ago
  •  ...the world’s largest public and private funds, providing asset...  ...alternatives. With over $1 trillion in client assets under administration,...  ...a division of Mitsubishi UFJ Financial Group (MUFG), one of the world...  ...Job Description The Senior Associate will play a key role... 
    Senior
    Private client
    Full time
    Internship
    Worldwide

    MUFG Investor Services

    Toronto, ON
    7 days ago
  •  ...organizations in hiring experienced Sales & Marketing professionals for mid–senior opportunities across Canada. This is a multi-role campaign...  ...and integrated campaign execution Build and maintain strong client and partner relationships to support acquisition, renewals,... 
    Senior
    Full time

    Hire Resolve.com

    Toronto, ON
    more than 2 months ago
  • $4102 per week

     ...guidance to Divisional Management personnel and other groups for which they are functionally responsible. Initiate, prepare and review financial evaluations; provide interpretation of financial and accounting policies and procedures to Line Management.   Job Description:... 
    Senior
    Ongoing contract
    Immediate start

    Hydro One Networks Inc

    Toronto, ON
    1 day ago
  •  ...Senior Financial Analyst Reporting to the Controller, the Senior Financial Analyst plays a pivotal role in ARAG's financial operations,...  ...communication and organizational skills with internal stakeholders, clients and management. We Offer: Competitive Base Salary... 
    Senior
    Long term contract
    Work at office
    Remote work
    Work from home

    ARAG Legal Solutions Inc

    Toronto, ON
    9 days ago
  •  ...Bring your financial expertise to the businesses you advise. You’ve...  ...bring that expertise directly to clients. You’ll work with CFOs and...  ...technology professionals serving mid-market organizations across...  ...Your background may include private equity, venture capital, investment... 
    Senior
    Full time

    Limelight Software

    Toronto, ON
    7 days ago
  •  ...Electric Mind | Ignite your Career Senior Consultant Strategy & Business Architecture – Wealth Management Practice  About the role We're hiring a Consultant / Senior Consultant who knows how Canadian wealth management actually works, from industry economics down... 
    Senior
    Permanent employment
    Full time

    electricmind

    Toronto, ON
    27 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Mid-Senior Financial Planner - Private Client Wealth. Be the first to apply!