- Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals.
- Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
- Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
- Exercising a collaborative approach when dealing with peers, clients, and partners.
- Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
- Experience in financial planning and investment sales is preferred.
- Successfully completed (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation.
- You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- You're able to work independently as a self-motivated entrepreneur with minimal supervision.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
- Bilingual in French and English will be considered an asset.
- A competitive compensation and benefits package that rewards growing and maintaining your client base.
- Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
- The ability to build long-lasting client relationships through exceptional advice and service.
- A work culture that promotes diversity, respect, and inclusion.
- An organization committed to making a difference in our communities – for you and your clients
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Aviso Wealth Inc Ontario, CanadaYou'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 you will come alongside ...
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BMO Toronto, Canada Full timeApplication Deadline: · 05/07/2024Address: · 31 Rexdale Blvd, Building C3Job Family Group: · Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solut ...
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BMO Toronto, CanadaApplication Deadline: · 05/30/2024 · Address: · 2025 Corydon Avenue · Job Family Group: · Retail Banking Sales & Service · This job posting is for various locations across Canada. · Provides financial and investment planning and advice to deliver a solution in the best interest ...
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BMO Toronto, Canada Full timeApplication Deadline: · 05/10/2024 Address: · 9 Beverly Street W Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions th ...
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Vaco Toronto, ON, CanadaWorking with the Director of Finance; gathering and analyzing input from various departments to develop new accounting policies primarily related to specific areas of IFRS · Researching latest IFRS developments and preparing IFRS position papers · Financial modeling and perform ...
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22 hours ago
Raymond James Financial Toronto, ON, CanadaRaymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. · The primary role of the Financial Advisor Assistant is to support a team of ...
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Financial Planner Assistant
2 days ago
Raymond James Financial Toronto, ON, CanadaJob Description - Financial Advisor Assistant - 9 Month Contract · Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. · The prim ...
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Financial Planner
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Scotiabank Etobicoke, Canada Paid WorkFinancial Planner - Islington & Rexdale Branch · Requisition ID: 198689 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · About the role · As a Financial Advisor, Investment & Retirement Planning you are a member of the bra ...
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Sun Life Financial Toronto, ON, Canada Full timeApply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id JR You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with yo ...
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0000050007 Royal Bank of Canada Toronto, Canada Full timeJob Description · What is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported ...
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Financial Planner Investment and Retirement Planning
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Royal Bank of Canada TORONTO, Canada Full timeJob Summary · Job Description · What is the opportunity? · As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal par ...
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Royal Bank of Canada> Toronto, Canada Full timeJob Summary · Job Description · What is the opportunity? · As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are ...
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Financial Planner Investment and Retirement Planning
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Insight Global Toronto, ON, CanadaJob Description Insight Global is looking for a Financial Consultant to join one of our major banking clients for an 8 month contract. The Senior Consultant, Finance is responsible for providing leadership on financial information and processes for Technology business partners. T ...
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Financial Planner
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Options Consulting Solutions Mississauga, CanadaAbout the job · Financial Planners · Financial Services Industry · Peel Region, On · Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial serv ...
Financial Planner - Toronto, Canada - Scotiabank
Description
As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.
Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
What's in it for you?
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