Financial Planner jobs in Windsor, ON

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...

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 WINDSOR MARKET (please be advised, specific location is to be determined). Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your...

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 WINDSOR MARKET (please be advised, specific location is to be determined). Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your...

Application Deadline: 07/25/2024 Address: 100 Ouellette Avenue Job Family Group: Retail Banking Sales & Service Come Boldly Grow the Good in Business and Life , as a Financial Planner with BMO and work with clients to make informed financial investment decisions, while having a career, rich in learning and personal development. As a fully designated financial planner, you have determined...

Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the WINDSOR MARKET (please be advised, specific location is to be determined). Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your...

Brief Description The Financial Planner will play a key role supporting the Town's long-term financial strategies. This position is responsible for providing strategic planning and advice in the areas of corporate and departmental budget development and monitoring, financial reporting and business case analysis to departmental management teams. In addition, the Financial Planner will act as key...

A leading financial institution in Tecumseh is seeking a Financial Advisor to cultivate strong customer relationships and provide expert financial advice. The role involves aligning customer goals with services, meeting sales targets, and fostering a collaborative environment. The ideal candidate has a strong drive for excellence, customer service experience, and a Mutual Funds licence, along...

WHO YOU ARE You have amazing attention for details and can effortlessly juggle multiple competing priorities while keeping a smile on your face. Your customer service skills are top‑notch – you can assess a customer’s needs quickly and sell them a solution, providing all sorts of support to aid them in their buying decision. You are a total people‑person and can strike up a conversation easily....

A leading financial services firm in Windsor is seeking a Wealth Consultant to provide investment and financial planning services. Responsibilities include developing client portfolios, ensuring regulatory compliance, and maintaining member relationships. The ideal candidate has a minimum of 5 years' experience in financial services and a post-secondary education in business or finance. This...

At Magna, you can expect an engaging and dynamic environment where you can help to develop industry-leading automotive technologies. We invest in our employees, providing them with the support and resources they need to succeed. As a member of our global team, you can expect exciting, varied responsibilities as well as a wide range of development prospects. The Mechatronics, Mirrors and Lighting...

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SUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISORlocationsWindsor, Ontario time typeFull time posted onPosted 16 Days Ago job requisition idJR 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 - who are eager to share their...

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...

Description : This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling...

- Client experience - Lead by example and show your team how to deepen client relationships, and meet client financial needs while providing a high standard of service. Go above and beyond to advocate CIBC within the community to develop new and existing client relationships. Encourage employees to quickly resolve client complaints, and to escalate when necessary. Results oriented leadership -...

Overview 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...

Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for your career and life to make it...

Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for your career and life to make it yours!What you do...

A leading financial institution in Windsor is looking for a Financial Planner to provide investment and financial planning advice to clients. The ideal candidate will have at least 3 years of experience in financial planning, excellent networking skills, and a commitment to achieving client goals. The role offers a flexible work environment and a competitive compensation structure that rewards...

A leading financial institution in Windsor is looking for a Senior Financial Advisor to develop personalized financial strategies and build strong customer relationships. The role involves proactive problem-solving and educating customers. Candidates should possess a mutual funds license and a CIFP diploma. The organization offers competitive compensation and growth opportunities focused on high...