Financial Planner
4 weeks ago
About the job
Financial Planners
Financial Services Industry
Peel Region, On
Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting services to a specific market base that they share a strong mutual relationship with. From their corporate headquarters in the Greater Toronto Area, our client provides its services throughout Ontario with its integrated network of Advisors based locally in all regions of the province.
As a Financial Planner working from our client’s head office and/or home, you will take inbound calls and make outbound calls to manage the relationships with current clients, using your knowledge of the product offerings to provide additional value and grow the share of assets held by the firm. In addition, you will provide lending referrals to the Lending Services team.
We are tasked to only seek leaders who possess an entrepreneurial spirit and are looking to build upon a business that values collaboration, culture and community above all.
Other Responsibilities:
- Developing meaningful relationships with clients and becoming their trusted Financial Planner.
- Retaining and growing share of wallet by delivering personalized financial solutions and advice.
- Preparing client asset allocation proposals and modular financial planning projections
- Responding to client inquiries and resolving issues in a timely manner
- Representing the firm at workshops, trade shows, seminars and events
- Collaborating with other members of the team to engage in the entire business development process, reviewing and adapting plans according to results and changing markets
Position Qualifications
- Post-secondary education (a college diploma or university degree)
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- Holding or working towards a minimum of the PFP designation and ideally have or is working towards obtaining CFP designation
- Minimum 4 to 5 years of successful experience as a Financial Planner, supported by demonstrated results
- Experience in preparing, developing and presenting financial plans to clients
- Demonstrated ability to develop working relationships with clients
- Proficient verbal and written communication skills, French language skills are an asset
- Computer literacy (MS Office suite)
- Ability to work independently and possesses self -management skills to complete workload in a timely and accurate fashion while managing competing priorities
We appreciate all expressed interest in this position. However, only the candidates selected for interview will be contacted.
Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.
You can also find more jobs that may be suited to you on the Options Consulting Solutions Indeed and LinkedIn pages. Follow us on Instagram, Twitter, and Facebook for job searching tips and other updates.
-
Financial Planner
3 weeks ago
Mississauga, Canada Scotiabank Full timeAs an Investment Specialist , you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of...
-
Financial Planner
2 weeks ago
Mississauga, Canada BMO Full timeApplication Deadline: 06/22/2024Address:7050 St Barbara BlvdProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...
-
Financial Planner, Investment Retirement Planner
4 weeks ago
MISSISSAUGA, Canada Royal Bank of Canada Full timeJob SummaryJob 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...
-
Financial Planner, Investment Retirement Planner
3 weeks ago
Mississauga, Canada Royal Bank of Canada> Full timeJob SummaryJob 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...
-
Mississauga, Canada Royal Bank Of Canada Full time*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.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...
-
Mississauga, Canada Royal Bank of Canada> Full timeJob Summary Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de connaissances et...
-
Mississauga, Canada Royal Bank of Canada> Full timeJob Summary Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de connaissances et...
-
Mississauga, Canada Royal Bank of Canada> Full timeJob Summary Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de connaissances et...
-
Mississauga, Canada Royal Bank of Canada> Full timeJob Summary Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de connaissances et...
-
Mississauga, Ontario, Canada RBC - Royal Bank Full timeJob SummaryDonner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l'immobilier, ainsi que l'établissement de plans financiers pour les particuliers et les entreprises. S'appuyer sur un ensemble complet de pratiques, de connaissances et d'aptitudes pour...
-
Service Expansion OPE Planner
3 weeks ago
Mississauga, Canada CB Canada Full timeService Expansion OPE Planner On behalf of our client in the Telco Sector, PROCOM is looking for a Service Expansion OPE Planner. Service Expansion OPE Planner – Job Description Delivering Cable and Structure project functions from project setup to project close out, along with supporting the OPE and UFP departments in other related projects Start all...
-
Mississauga, Canada Royal Bank of Canada> Full timeJob SummaryDonner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de connaissances et d’aptitudes...
-
Mississauga, ON, Canada Royal Bank of Canada> Full timeJob Summary Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de connaissances et...
-
Mississauga, Canada RBC - Royal Bank Full timeJob SummaryDonner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l'immobilier, ainsi que l'établissement de plans financiers pour les particuliers et les entreprises. S'appuyer sur un ensemble complet de pratiques, de connaissances et d'aptitudes pour...
-
MISSISSAUGA, Canada Royal Bank of Canada Full timeJob SummaryDonner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et lâimmobilier, ainsi que lâétablissement de plans financiers pour les particuliers et les entreprises. Sâappuyer sur un ensemble complet de pratiques, de...
-
Snr. Financial Advisor Iiroc/snr. Financial
2 weeks ago
Mississauga, Canada CIBC Full timeWe’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...
-
Financial Services Representative
4 weeks ago
Mississauga, Canada The Co-operators Full timeAs the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new...
-
Financial Services Specialist
3 days ago
Mississauga, Canada Arous Insurance Agency Inc. (The Co-operators) Full time**Job description** As the Financial Services Specialist you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound...
-
Supply Chain Planner
3 weeks ago
Mississauga (Malton), Canada Ya YA Foods Corp. Full timeReporting to the Senior Supply Chain Manager, theSupply Chain Planneris a highly motivated self-starter. This role is responsible for end-to-end supply chain management for the procurement and delivery of goods, cost control, and all related activities in inventory management. Working closely with customers, manufacturing operations and quality the Supply...
-
Supply Chain Planner
3 weeks ago
Mississauga (Malton), Canada Ya YA Foods Corp. Full timeReporting to the Senior Supply Chain Manager, the Supply Chain Planner is a highly motivated self-starter. This role is responsible for end-to-end supply chain management for the procurement and delivery of goods, cost control, and all related activities in inventory management. Working closely with customers, manufacturing operations and quality the...
