Financial Planner jobs in Kitchener, ON

A leading financial institution in Kitchener is seeking a Financial Planner to empower clients through holistic financial planning and advice. The role involves collaborating with clients to understand their objectives, conducting in-depth reviews, and fostering long-term relationships. Candidates should have 3-5 years of banking experience, a passion for financial planning, and a commitment to...

Job Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Kitchener Waterloo Communities. 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...

An established industry player is seeking a Project Planner - Risk Specialist to join their team at a prominent nuclear site. This role involves leading project management support, ensuring projects adhere to approved processes, and facilitating the development of multi-disciplined project schedules. The ideal candidate will have a strong background in project risk management, with experience in...

4 days ago Be among the first 25 applicants Direct message the job poster from Gambit Wealth Managing Partner | COO | Executive Financial Planner | Public Speaker | Entrepreneur | EO Accelerator member | bilingual | (French) Company Description Gambit Wealth offers tailored wealth management solutions for entrepreneurs and families, delivering accessible financial strategies to support...

A major financial institution in Cambridge is seeking a Financial Planner to develop client relationships and drive investment sales. Candidates must have 3 years of experience in financial planning, relevant certifications, and strong networking skills. This role offers a flexible work environment and excellent resources to support client relationships. Competitive compensation includes base and...

Financial Planner Investment and Retirement Planning Join to apply for the Financial Planner Investment and Retirement Planning role at RBC Financial Planner Investment and Retirement Planning 2 days ago Be among the first 25 applicants Join to apply for the Financial Planner Investment and Retirement Planning role at RBC What is the opportunity?As an RBC Investment and Retirement Planner,...

Job 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 within the Kitchener, Waterloo and Cambridge Markets (please be advised specific location is to be determined). Alongside your own prospecting and networking activity, you are fully supported by internal partners who...

Description 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 member of the branch sales team responsible for contributing to the team’s overall success by meeting or...

Planning Director, Estate and Financial Planning ServicesJoin to apply for the Planning Director, Estate and Financial Planning Services role at Sun Life .2 days ago – Be among the first 25 applicantsYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues – experts in their...

Job 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 in the Guelph Market. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation,...

Experienced Financial Advisor/Planner Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial independence. Enjoy the work-life balance and quality lifestyle you deserve, all while being your own boss. Let’s talk. It’s an exciting time to join us! At Desjardins Financial Security Independent...

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 in the Guelph Market. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to...

A financial services firm in Guelph, Ontario is seeking an Independent Financial Planner to join their team. This full-time hybrid role involves developing tailored financial plans, advising clients on investments and retirement strategies, and ensuring compliance with regulations. The ideal candidate will have a Certified Financial Planner designation, strong financial planning skills, and the...

Job Description We are working with a company to identify a Project Planner - Risk Specialists to work at Bruce Power Nuclear site or Bruce Power off site office. The Project Planner will take a lead role in providing Project Management support at the project,program or division level. The Project Planner will be responsible for ensuring that their assignedprojects/programs adhere to approved...

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...

2 days ago | Be among the first 25 applicants Work Location: Kitchener, Ontario, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $60,000 - $70,000 CAD (commission based earnings) TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

Requisition ID: Overview Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The role is within Scotia Financial Planning, part of Global Asset Management, focused on the mass affluent market and delivering high quality advice and service. Responsibilities - Follow a comprehensive financial planning framework to drive investment sales and new...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Financial Planner, Branch Network - Guelph 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...

Title: Financial Planner, Branch Network - Cambridge Requisition ID: 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 member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals...

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...