Financial Planner jobs in Markham, ON

- Work collaboratively with the buying team to maximise sales, optimise inventory levels and grow profit - Analysis of merchandise performance with relevant outcomes proposed - Effectively communicate, present and implement the product strategy - Effectively communicate, present and implement the promotional strategy aligned to marketing campaigns - Financial and strategic management of the...

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...

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....

You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s clients, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy. As a CIBC Financial Planning Consultant, you will be accountable for providing expert financial planning...

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 major financial services provider in Toronto is looking for a Financial Planner to optimize financial, tax, and estate strategies for high-net-worth clients. You will contribute to developing new tools, present recommendations, and participate in client training sessions. The ideal candidate should have 3 to 5 years of experience in financial planning, a relevant degree, and strong analytical...

Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. Title: Financial Planner, Branch Network - Guelph 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...

Be part of something bigger. Build with us today — Now, for tomorrow. At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one—because the steps you take today define your tomorrow. We are looking for a Financial Planner to join our team—a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next....

A prominent financial institution is seeking a Financial Planner II to manage and grow client relationships in Pickering, Ontario. The role emphasizes creating comprehensive financial plans and delivering exceptional service. Candidates are expected to engage effectively with clients, requiring certifications such as the Personal Financial Planner (PFP) or Certified Financial Planner (CFP). The...

- Act as a concierge to clients to assist with their financial needs and ensure client satisfaction and retention Proactively contact existing clients to educate them about products and services to help them onboard their clients through a digital first experience Be resourceful when determining moderate solutions that will add value to the client’s long-term goals Advise clients on how to invest...

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Financial planner page is loaded## Financial plannerremote type: The work arrangement for the position is hybrid worklocations: Torontotime type: Full timeposted on: Posted Yesterdayjob requisition id: R As a financial planner recognized by FP Canada, you help clients make informed decisions about their financial future and improve their financial well-being. You have strong knowledge of the...

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...

We’re building a relationship‑oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more...

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...

Job Description Build the future with us Are you driven by the desire to deliver high‑level financial strategies and eager to contribute to the mission of a company that strives to ensure its clients feel confident and secure about their future? As a Financial Planner, you will play a key role in supporting advisors and implementing advanced solutions to optimize financial, tax, and estate...

Select how often (in days) to receive an alert: 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...

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...

Title: Financial Planner, Scotia Financial Planning - Downtown Toronto Location : Downtown Toronto, Ontario, Canada 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...