Remote Senior Financial Planning Consultant
2 weeks ago
A leading financial services company in Halifax is seeking a Financial Planning Consultant to enhance advisor capabilities and improve client outcomes. This role involves providing holistic financial planning expertise, conducting training sessions, and collaborating with marketing teams. The ideal candidate will hold CFP certification, have over 7 years of relevant experience, and demonstrate exceptional communication skills. A hybrid working model is offered.
#J-18808-Ljbffr
-
Remote Product Owner: Financial Planning
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Conquest Planning Full timeA leading financial technology company in Canada is seeking a Product Owner for Financial Planning to shape its financial advice platform. The role requires expertise in Canadian financial products and agile development experience. You will translate business needs into actionable user stories, collaborate with developers, and support internal stakeholders....
-
Financial Planning Consultant | Remote $110/hr
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeFinancial Planning Consultant | Remote $110/hr 3 days ago Be among the first 25 applicants This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $80.00/hr - $110.00/hr About The Job Mercor connects elite creative and technical talent with leading AI research...
-
Financial Planning Consultant | Remote $110/hr
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeFinancial Planning Consultant | Remote $110/hr 4 days ago Be among the first 25 applicants $80.00/hr - $110.00/hr About The Job 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....
-
Senior HNW Underwriting Consultant – Remote
6 days ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Manulife Financial Full timeA leading financial services provider in Canada is seeking a Senior Underwriting Consultant to join their High Net Worth team. This remote role requires at least 5 years of individual life underwriting experience and a sales-oriented mindset. The successful candidate will communicate with diverse teams, conduct risk assessments, and maintain effective client...
-
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeFinancial Planning Consultant | Remote $110/hr Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $80.00/hr - $110.00/hr About The Job Mercor connects elite...
-
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada IRONSHIELD Financial Planning Inc. Full timeA leading financial planning firm in Canada is seeking experienced financial planners to deliver comprehensive services to business owners, achieve sales targets, and maintain exceptional client satisfaction. Candidates should have at least 5 years in the financial services industry and possess an active insurance license. This position offers a mix of base...
-
Financial Planning Consultant
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeBase Pay Range $55.00/hr - $70.00/hr About The Job 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 Details Position: Finance Professional Type: Contract Compensation:...
-
Senior Analyst, Marketing Analytics
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Remote Full timeOverviewJoin to apply for the Senior Analyst, Marketing Analytics role at Remote.Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We enable businesses of all sizes to recruit, pay, and manage international teams. Our team works asynchronously, around the world, and all positions are fully...
-
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Halton Hills, Victoria, Surrey, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, W, Canada Tucows Full timeA leading technology company is seeking a Senior Financial Analyst to support financial planning and analysis. This remote-first role involves budgeting, forecasting, and providing data-driven insights to drive strategic decisions. The ideal candidate will have a degree in Finance, 3–5 years of experience, and proficiency in Excel and financial modeling....
-
Senior Bilingual Financial Planning Coach
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada CIBC Full timeA leading financial institution is seeking a Senior Financial Planning and Advice Coach in Toronto. This role involves providing bilingual financial planning and advice to advisors, tailored to clients' needs. The ideal candidate will have a strong background in wealth management, hold relevant accreditations, and possess excellent problem-solving skills....