Financial Planner jobs in Edmonton, AB

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...

Private Client Adviser / Securities Specialist / Financial Planner Position: Private Client Adviser / Securities Specialist / Financial Planner Location: Saskatchewan - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our client’s primary goal is to help...

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

Is this role right for you? In this role, you will : Promote the development and sustainable growth of proprietary investment business in the assigned market area by : - Business Development : Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional business development opportunities and facilitating the implementation...

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...

A well-known Canadian retailer is seeking an Associate Merchant Financial Planner. This remote position entails providing financial planning support by preparing reports, conducting analysis, and assisting with budgets and forecasts. Candidates must have a post-secondary education in Business Administration or similar fields, alongside 1-2 years of retail experience. Excellent communication and...

A leading financial services provider is looking for an experienced financial planner based in Calgary, AB. This role requires a valid MFDA or IIROC license and at least 2 years of financial planning experience. The ideal candidate will manage existing clients and seek growth opportunities while adhering to compliance standards. Benefits include flexible working options, mentorship from...

About the Company We are a totally independent, new‑school, fast‑growing, people‑centric financial‑planning firm looking for a friendly Certified Financial Planner (CFP) with a strong EQ to join our awesome team as we build out and up. We’re based out of BC but work with clients all across Canada and are thus fully remote. No investment licenses are needed (or wanted). Why We’re Different We...

A leading financial planning firm in Canada is seeking experienced financial planners to deliver comprehensive services to business owners, achieve sales targets, and maintain exceptional client satisfaction. Candidates should have at least 5 years in the financial services industry and possess an active insurance license. This position offers a mix of base salary plus performance compensation...

Job Description Current work authorization for Canada is required for all openings. As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule. Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re...

A financial services firm in Canada is seeking an experienced Financial Planner to advise high-net-worth families on tax-efficient strategies for wealth preservation and transfer. This role involves developing comprehensive financial plans, coordinating with tax advisors and estate planning attorneys, and presenting strategies clearly to clients. The position offers flexibility, with a fully...

Bilingual Certified Financial Planner – GTA Permanent, Full Time SALARY $95K-$100K+ Approx. 20% Bonus Location: Remote; periodic in-person client meetings within the Greater Toronto Area (GTA) Hours: Flexible schedule, Monday through Friday, 40 hours/per week Compensation: $95,000–$100,000 base salary plus approximately 20% bonus Company: Our client is a leading Financial Services firm that...

Select how often (in days) to receive an alert: Title: Financial Planner - Ottewell Shopping Centre, Edmonton, AB Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a...

Requisition ID: 243356 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...

Join a purpose-driven winning team committed to results in an inclusive and high-performing culture. What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass‑affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external and internal networks and...

A leading financial institution in Laval, Canada is seeking a Financial Planner to develop client relationships and provide tailored financial solutions. The ideal candidate has extensive experience in financial planning, proven networking skills, and a passion for helping clients achieve their financial goals. This role offers a flexible work environment and a compensation structure that rewards...

Join a purpose driven winning team, committed to results, in an inclusive and high performing culture. What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and...

A leading financial institution in Canada seeks a Financial Planner to develop client relationships and drive investment sales. This role requires a strong background in financial planning and investment sales, along with excellent networking skills. The position offers flexibility, a competitive compensation structure, and the opportunity to build a sustainable practice in a supportive...

What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all about building new and long-term...

A leading bank in the Americas is seeking an experienced Financial Planner to develop and deepen client relationships by providing tailored financial advice and investment solutions. The ideal candidate has a strong background in financial planning, proven networking skills, and a passion for community involvement. This role offers flexibility and a compensation structure that rewards client...