...Opportunity Overview: We are seeking a Senior Account Manager & Certified Financial Planner (CFP) who is both selfmotivated and resultsdriven. The ideal candidate excels in problemsolving decisionmaking and building robust working relationships. A curious and improvementoriented... 
Senior
Full time

The Talent Care

Niagara Falls, ON
16 days ago
 ...to help our Members on their financial journey regardless of where they...  ...seriously. As a Financial Planner: You will be a part of the...  ...tolerance for risk, our Financial Planners and Investment Specialists are...  ...Retail Branch employees, Senior Wealth Advisors, Small Business... 
Senior
Full time
Remote job
Local area
Work from home

Meridian Credit Union

Collingwood, ON
21 hours ago
 ...The Sr. Account Manager & Certified Financial Planner (CFP) is to be a self motivated and results driven individual who is adept at problem solving, decision making, establishing strong working relationships, and excellent administrative and communication skills; is curious... 
Senior

Recruitment Room

Niagara Regional District, ON
23 days ago
 ...Application Deadline is approximately 7:00 am on the date when the posting comes offline. What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of... 
Suggested
Full time
Local area
Flexible hours

Royal Bank of Canada

Kelowna, BC
1 day ago
 ...Deadline: 06/22/2024 Address: 7050 St Barbara Blvd Provides financial and investment planning and advice to deliver a solution in the...  ...preferred or one of the following: Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) + Financial... 
Suggested
Full time
Immediate start

BMO

Mississauga, ON
3 days ago
 ...Job Family Group: Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the...  ...designation preferred or one of the following: Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) +... 
Suggested
Full time
Contract work
Part time
Immediate start

BMO

Ontario
2 days ago
 ...Job Summary Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within Dauphin, Manitoba Market. You provide ongoing comprehensive reviews of your clients’ financial... 
Suggested
Full time
Local area
Flexible hours

Royal Bank of Canada

Dauphin, MB
4 days ago
 ...195412 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding... 
Suggested

Scotiabank

Vaudreuil-Dorion, QC
7 days ago
 ...Job Family Group: Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the...  ...designation preferred or one of the following: Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) +... 
Suggested
Full time
Contract work
Part time
Immediate start

BMO

Saint-Bruno, QC
2 days ago
Financial Planner Due to our exceptional growth, we are looking for individuals to join our success story as Financial Advisors in  Markham, Ontario. The Profession The role of a financial services advisor involves meeting with people to put a plan in place with risk... 
Suggested
Immediate start

Desjardins Financial Security Independent Network - Markham ...

Markham, ON
11 days ago

$38k - $55k per year

 ...are committed to helping our clients build financial success through a personalized approach...  ...As Associate Wealth Advisor & Financial Planner your role is to deliver customized advice...  ...Worth (HNW) Clients. As a valued and senior team member, you will be compensated for... 
Senior
Full time
Downtown
Flexible hours

Royal Bank of Canada

Vancouver, BC
25 days ago

$50k - $72.5k per year

 ...time! Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using...  ...inspired to do their best work. About the role As a Financial Planner, you will be responsible for supporting our Premium and... 
Suggested
Full time
Remote job

Wealthsimple

Canada
20 days ago
 ...committed to results, in an inclusive and high-performing culture. Financial Planner Are you a seasoned advisor, the expert in investment and...  ...Investment Retirement Planner may be perfect for you! As a senior member of the branch advisor sales team you are responsible... 
Senior

Scotiabank

Saskatoon, SK
1 day ago
 ...Requisition ID: 196444 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass... 
Suggested

Scotiabank

Toronto, ON
2 days ago
 ...Financial Planner Assistant Our company is growing rapidly and is hiring a Financial Planner Assistant. If you are looking for an exciting place to work, please look at the description below. This position is an advisor support position that provides technical support... 
Suggested

Desjardins Financial Security Independent Network - Ottawa #...

Ottawa, ON
19 days ago

$47.84 per hour

 ...you on our Development Team! As the successful candidate as Senior Planner, you will be responsible for undertaking complex professional...  ...membership/eligibility for membership in the Canadian institute of Planners, and a valid BC Driver's Licence. You will have a thorough... 
Senior
Hourly pay
Full time
Contract work
Temporary work
Summer work
Relief
Local area
Outdoor
Sunday
Afternoon shift
Monday to Friday

Regional District Of Central Okanagan

Kelowna, BC
3 days ago
 ...your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. You...  ...Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. ~ Proven networking, client acquisition... 
Full time
Local area
Flexible hours

Scotiabank

Toronto, ON
2 days ago
 ...Description ~ The candidate must be available to travel within the city of Val d'Or What is the opportunity? As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing... 
Full time
Flexible hours

RBC

Rouyn-Noranda, QC
3 days ago
 ...your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. You...  ...Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation. ~ Proven networking, client acquisition... 
Full time
Local area
Flexible hours

Scotiabank

London, ON
1 day ago
 ...your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. You...  ...Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. ~ Proven networking, client acquisition... 
Full time
Local area
Flexible hours

Scotiabank

Windsor, ON
3 days ago

$109.65k - $131.54k per year

 ...drive alignment of the Crown sector with the provinces goals and priorities and lead CICs strategic planning processes. The Senior Strategic Planner supports executive leadership in developing direction for the Crown sector, including CIC and ensuring key risks are identified... 
Senior
Temporary work

CROWN INVESTMENTS CORPORATION

Regina Census Division, SK
3 days ago
 ...What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing...  ...advice and solutions that help clients achieve their long-term financial goals. What will you do? Provide tailor-made financial... 
Full time
Flexible hours

Royal Bank of Canada

Edmonton, AB
3 days ago
 ...What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing...  ...advice and solutions that help clients achieve their long-term financial goals. What will you do? Provide tailor-made financial... 
Full time
Flexible hours

Royal Bank of Canada

Kitchener, ON
4 days ago
 ...considered). ~Minimum three (3) years directly related experience, preferably in a public sector environment. ~Registered Professional Planner (RPP) designation (or progress towards designation) required. ~Knowledge of municipal government and the application of bylaws and... 
Senior
Permanent employment
Full time
Flexible hours
Morinville, AB
18 days ago
 ...DescriptionWhat is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment...  ...the clients you advise. What will you do? Provide tailor-made financial planning advice and solutions using our unparalleled array of... 
Full time

Royal Bank of Canada

St John's, NL
11 days ago

$38k - $55k per year

 ...equips us to help our clients achieve their financial goals. The RBC Dominion Securities...  ...an Associate Wealth Advisor & Financial Planner your role is to deliver customized financial...  ...(HNW) Clients.   As a valued and senior team member, you will be compensated for... 
Senior
Full time
Downtown
Flexible hours

Royal Bank of Canada

Vancouver, BC
25 days ago
 ...What is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions...  ...advise. What will you do? -         Provide tailor-made financial planning advice and solutions using our unparalleled array of... 
Full time
Flexible hours

Royal Bank of Canada

Toronto, ON
18 days ago
Chez AECOM, nous offrons un monde meilleur. Nous estimons que l’infrastructure crée des occasions pour tous. Que ce soit pour améliorer votre trajet matinal, éclairer les foyers, rendre l’eau potable accessible ou transformer le paysage urbain, notre travail aide les gens...
Senior
Full time
Remote job

AECOM

Ottawa, ON
3 days ago
 ...civil engineering firm in St. Catharines, ON, is seeking a Senior Land Use Planner. This key role is designed for a seasoned professional with...  ...Planner with an active membership with the Ontario Professional Planners Institute and Canadian Institute of Planners.... 
Senior
Full time

Jooble

St Catharines, ON
18 hours agonew

$70k - $88k per year

 ...You’re invited to make a difference… as a Financial Planner in Aylmer At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities. In this role... 

Aviso Wealth

Aylmer, ON
1 day ago