Financial Planner jobs

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 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...

Date limite pour présenter sa candidature :01/26/2026Adresse :5594 Cambie StreetGroupe de famille d'emploi :Ventes et service, Services bancaires aux particuliersWe are hiring Financial Planners for multiple opportunities in our Vancouver East market.Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with...

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...

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...

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...

A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact. Your job - Identify clients’ investment and financing needs in order to draft a...

Who We Are Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community’s financial specialist – supporting our clients...

Financial Planner Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customised wealth‑management solutions. Role Overview The Financial Planner will be part of an integrated process dedicated to serving clients with a higher level of service. The position is ideal for a long‑term career where you...

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...

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...

A career as a National Bank Financial Planner in Training means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact. Your job - Identify clients’ investment and financing needs in order to...

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 leading financial institution in Montreal is seeking a Financial Planner to manage and grow a portfolio of mass-affluent clients. The role involves providing comprehensive financial planning advice and achieving performance targets. Candidates should possess relevant designations, have a minimum of 3 years of experience, and be bilingual in English and French. This full-time position offers...

A leading financial services provider is seeking a Financial Planner in Canada, particularly in the Campbell River area. This role emphasizes developing client relationships and delivering tailored financial advice. Candidates should have relevant financial planning certifications, a strong entrepreneurial spirit, and are expected to excel in investment sales, outreach, and community involvement....

A leading financial institution in Fort St. John seeks a Financial Planner to enhance client relationships by providing exceptional advice and investment solutions. You will engage with both external and internal clients, driving investment sales and fostering business growth within the community. Candidates should have robust financial planning qualifications and a passion for building long-term...

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...