Financial Planner
3 weeks ago
A leading bank in Canada seeks a Financial Planner to develop relationships with mass affluent clients. Responsibilities include driving investment sales, engaging in client outreach, and establishing business opportunities in the Niagara region. Ideal candidates have extensive financial planning experience and strong interpersonal skills, with certifications like CFP or PFP. This position offers flexibility in working hours and a performance-based compensation structure.
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Financial Planner, Scotia Financial Planning
3 weeks ago
St. Catharines, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Requisition ID: 228311 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...
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Financial Planner, Scotia Financial Planning
2 weeks ago
St. Catharines, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Requisition ID: 228311 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...
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Financial Planner Relationship Manager
3 weeks ago
St. Catharines, Canada RBC Full timeJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage 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...
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Financial Planner Relationship Manager
4 weeks ago
St. Catharines, Canada RBC Full timeJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage 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...
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Financial Planner
2 weeks ago
St. Catharines, Canada Scotiabank Full timeA leading bank in Canada seeks a Financial Planner to develop relationships with mass affluent clients. Responsibilities include driving investment sales, engaging in client outreach, and establishing business opportunities in the Niagara region. Ideal candidates have extensive financial planning experience and strong interpersonal skills, with...
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Financial Planner Relationship Manager
1 week ago
St. Catharines, Canada Royal Bank of Canada Full timeJob Description What is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage 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...
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Financial Planner Relationship Manager
2 weeks ago
St. Catharines, Canada Royal Bank of Canada> Full timeJob Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage 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...
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Financial Planner Relationship Manager
2 weeks ago
St. Catharines, Canada Royal Bank of Canada> Full timeJob Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage 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...
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Financial Planner, Scotia Financial Planning
2 weeks ago
St. John's, Newfoundland and Labrador, Canada Scotiabank Full time $60,000 - $120,000 per yearRequisition ID: 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" postings."What is the role of a...
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Wealth Planner
4 weeks ago
St. Catharines, Canada Royal Bank of Canada> Full timeA leading financial institution is seeking a Financial Planner in St. Catharines to manage a portfolio of mass affluent clients. Responsibilities include providing comprehensive financial planning advice and maintaining strong client relationships. The ideal candidate will have relevant financial planning designations and experience. The role offers...