Financial Planner jobs

A leading Canadian financial institution is seeking Investment Specialists/Financial Planners for the Greater Toronto Area. The role involves helping Members achieve their financial goals through personalized advice. Candidates should possess certifications like CSC, CPH, and WME. With a focus on wealth management, strong business development skills are essential. This position offers a hybrid...

A financial services leader is seeking Investment Specialists/Financial Planners for future opportunities in the Greater Toronto Area. This role requires 3+ years of financial services experience and certifications such as CSC, CPH, and WME. Successful candidates will conduct discovery meetings, educate Members on investment options, and collaborate with branch management to achieve sales goals....

Founder & Talent Acquisition Partner, Collins Recruitment Group | Expertise - Banking & Financial Services | Connecting Top Talent with Leading Banks… FINANCIAL PLANNER Our client, a premier Canadian Investment Management and Multi‑Family Office firm serving high‑net‑worth individuals, families, and institutions, is seeking an experienced Financial Planner to join their Private Client Group....

A leading Canadian bank is looking for a Financial Planner in Downtown Toronto. The role emphasizes developing relationships with mass affluent clients and providing tailored financial advice. Candidates should have experience in financial planning and investment sales, with relevant certifications. An entrepreneurial spirit and networking skills are essential for success in this mobile role that...

Job Description As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long‑term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial...

A leading financial institution in Vancouver is seeking a Financial Planner to assist mass affluent clients with comprehensive financial planning and advice. Responsibilities include identifying clients' life goals and building long-term relationships. Candidates should possess strong communication and problem-solving skills, with a passion for helping others achieve their financial objectives. A...

Financial Planner | $85/hr Remote — Crossing Hurdles Overview Join to apply for the Financial Planner | $85/hr Remote role at Crossing Hurdles. Base pay range $70.00/hr - $85.00/hr Details - Type: Hourly Contract - Compensation: $70–$85/hour (based on experience) - Location: Remote - Duration: 1–2 months (with possible extension) - Commitment: ~20 hrs/week (part-time, flexible) Role...

Future Opportunities – Investment Specialists/Financial Planners – GTA Location: Greater Toronto Area (GTA), Canada Mid‑Senior level, Full‑time, Finance and Sales, Banking. Join Meridian Credit Union as part of our Wealth team. Meridian is committed to integrating our purpose into everything we do for people, the planet, and communities. We are seeking Investment Specialists/Financial...

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. We are seeking Investment Specialists/Financial Planners within the Greater Toronto Area for future opportunities on our Wealth team! We are specifically interested in individuals...

SENIOR FINANCIAL PLANNER, PRIVATE WEALTH MANAGEMENT Location: Toronto (In-Office) Our client, a leading and highly respected Canadian Investment Management and Multi-Family Office firm serving high-net-worth individuals, families, and institutions, is seeking an experienced Financial Planner with a CFP designation to join their Private Client Group. This is an exceptional opportunity for a...

A leading financial institution in Canada is seeking a Financial Planner for Hamilton. This full-time role involves providing tailored financial advice to affluent clients and managing a portfolio. Ideal candidates will have a financial planning designation and a minimum of 3 years of experience in the field. This position offers full employee benefits, continuous training, and a supportive work...

Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning” postings.” What is the role of a Financial Planner? As a Financial...

A top financial institution seeks a Financial Planner in Yarmouth, Nova Scotia, to assist clients in achieving their financial goals through personalized advice and solutions. The ideal candidate will have a university degree and relevant experience within the financial services sector. Strong communication and relationship-building skills are essential. This full-time role offers competitive...

Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long‑term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your...

Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within our Global Asset Management Division. As a...

Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within our Global Asset Management Division. As a...

Job Description 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 partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world‑class advice and...

A leading financial services provider is seeking a Financial Planner in Toronto to build client relationships and provide tailored investment advice. The role requires a strong entrepreneurial spirit, significant networking skills, and prior experience in financial planning. Candidates should possess necessary certifications and be goal-oriented. This position offers flexibility, resources for...

A leading financial institution is seeking a Financial Planner in Kingston to develop and maintain relationships with mass affluent clients. This role emphasizes a client-centric approach and involves business development and investment sales. Ideal candidates will have several years of relevant experience and necessary financial certifications. This position offers flexibility in work hours and...

A leading financial institution in Winnipeg is seeking a Financial Planner to develop client relationships and provide personalized investment advice. The ideal candidate will have experience in financial planning and investment sales, with strong networking skills. This role offers a flexible work environment and a compensation structure that rewards client growth. Candidates must have relevant...