Financial Planner

3 weeks ago

Toronto Ontario, Ontario, Canada Options Consulting Solutions Full time

Financial Planner

Financial Services Industry

Toronto, 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 Toronto, 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)
  • Currently holding either a PFP or 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 and X for job searching tips and other updates.

  • Financial Planner

    3 months ago

    Hamilton, Ontario, Ontario, Canada Options Consulting Solutions Full time

    About the jobFinancial PlannerFinancial Services IndustryNiagara/Hamilton Region, OnOptions 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...

  • Financial Planner

    3 weeks ago

    Peterborough, Ontario, Ontario, Canada Options Consulting Solutions Full time

    Financial PlannerFinancial Services IndustryPeterborough, ONOptions 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...

  • Financial Planner

    2 days ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    {"Job Title": "Financial Planner", "Job Summary": "As a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients\u2019 financial circumstances, creating long-term relationships through superior advice, financial planning...

  • Financial Planner

    1 month ago

    Toronto, Ontario, C6A, Ontario, Canada Bank of Montreal Full time

    Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You...

  • Financial Planner I

    5 days ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial planning and analysis to identify clients' financial...

  • Financial Planner I

    5 days ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial planning and analysis to identify clients' financial...

  • Financial Planner I

    1 week ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial planning and analysis to identify clients' financial...

  • Financial Planner I

    1 week ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial planning and analysis to identify clients' financial...

  • Financial Planner

    4 weeks ago

    Hamilton, Ontario, E8H, Ontario, Canada Royal Bank of Canada Full time

    Job Summary As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and...

  • Financial Planner

    4 weeks ago

    Greater Sudbury, Ontario, Ontario, Canada RBC Full time

    What is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet...

  • Financial Planner

    1 month ago

    Greater Sudbury, Ontario, Ontario, Canada Scotiabank Full time

    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...

  • Financial Planner

    1 week ago

    Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of high-net-worth clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...

  • Financial Planner

    1 week ago

    Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of high-net-worth clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...

  • Financial Planner

    2 days ago

    Toronto, Ontario, Canada Royal Bank of Canada> Full time

    {"Job Summary": "As a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your...

  • Financial Planner

    1 day ago

    Toronto, Ontario, Canada Royal Bank of Canada> Full time

    {"Job Summary": "As a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your...

  • Financial Planner

    1 week ago

    Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of high-net-worth clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...

  • Financial Planner

    1 week ago

    Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of high-net-worth clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...

  • Financial Planner

    5 days ago

    Toronto, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Financial Planner at RBC, you have the opportunity to manage and grow a portfolio of high-net-worth clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services....

  • Financial Planner

    5 days ago

    Toronto, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Financial Planner at RBC, you have the opportunity to manage and grow a portfolio of high-net-worth clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services....

  • Financial Planner Investment and Retirement Planning

    1 week ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    RBC Investment and Retirement Planner RBC Investment and Retirement Planner About the Role: This is an exciting opportunity to join RBC as an Investment and Retirement Planner, where you will develop relationships with and create custom investment solutions for prospective and existing RBC clients. Key Responsibilities: Provide tailored financial...