Financial Planner jobs in Moncton, NB

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...

Select how often (in days) to receive an alert: Requisition ID: 238945 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”...

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...

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...

A leading financial institution in Moncton is seeking a Senior Financial Planning Advisor to support clients in financial planning needs. Responsibilities include creating tailored financial plans for high-net-worth clients and collaborating with internal teams. The ideal candidate has 15 years of experience and strong knowledge of financial planning concepts. This role offers competitive...

Overview Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Special Needs Financial Planning Professional Type: Part-time, project-based Compensation: $90–$130/hour Duration: 4–6 weeks Commitment: 10–15...

A leading financial services firm in Ontario is seeking an experienced professional to assist clients with financial planning and investment strategies. The ideal candidate will have over 5 years in the industry, excellent communication and relationship management skills, and a university degree in a relevant field. This role offers a competitive compensation package, remote and hybrid working...

Senior Project Planner – GSW Be the glue that keeps project plans on time and people engaged. Drive the financial and vendor aspects of accounts, manage budgets, estimates, forecasting, and ensure brand financials are accurate. Responsibilities - Drive the financial health of assigned brands. - Creates and maintains yearly and/or project‑specific budget scope documents. - Develops estimates...

SUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Moncton, New Brunswick time type Full time posted on Posted 21 Days Ago job requisition id JR00034411 You 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 fields -...

Une carrière à titre de conseillère ou conseiller principal en planification financière à la Financière Banque Nationale (FBN), c'est supporter la clientèle et les conseillères et conseillers en placement (CP) de la FBN dans leurs besoins de planification financière en leur fournissant de l’information mais surtout en préparant des planifications financières complètes.La mission du secteur est...

A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high-quality services in advanced financial planning, taxation, and estate...

A leading healthcare marketing agency in Canada is seeking a Senior Project Planner to drive financial health across brands. The role involves budget management, forecasting, and vendor coordination. The ideal candidate has over 5 years of experience in pharmaceutical marketing, superb communication skills, and strong knowledge of US regulations. This position offers remote work opportunities...

Join a forward-thinking company as a Wealth Advisor, where your expertise in financial planning and investment strategies will help clients achieve their long-term financial goals. In this fully remote role, you will provide exceptional client experiences, educate clients on products and services, and collaborate with internal teams to enhance client relationships. This innovative firm values...

A leading Financial Services firm in Toronto is seeking a Bilingual Certified Financial Planner to develop client networks and enhance investment growth. The role is remote with flexible hours and offers a competitive salary of $95K-$100K plus bonuses. Ideal candidates are bilingual in French and English and have at least five years of experience in financial services. Join a supportive...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 228953 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...

Requisition ID: 201152 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing...

Requisition ID: 210000 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing...

A leading financial institution in Moncton seeks a Financial Planner to develop client relationships and provide tailored financial advice. This role offers a flexible work environment and encourages entrepreneurial growth. Applicants should have a strong background in financial planning, proven networking abilities, and necessary certifications. The position involves proactive client outreach...