Wealth Planner
3 weeks ago
A 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 full-time employee status with unlimited earning potential and full benefits, as well as flexible work-life balance options.
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CFP: Flexible, Growth‑Driven Wealth Planner
3 weeks ago
St. Catharines, Canada Durward Jones Barkwell & Company LLP Full timeDurward Jones Barkwell is one of the largest public accounting firms in the Niagara, Hamilton, and Halton regions, with offices spanning from Burlington to St. Catharines. DJB Wealth Management Inc . originated in 2014, and is a company owned by Durward Jones Barkwell & Company LLP.At DJB Wealth Management Inc., we help clients to realize their goals through...
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CFP: Flexible, Growth‑Driven Wealth Planner
4 weeks ago
St. Catharines, Canada Durward Jones Barkwell & Company LLP Full timeDurward Jones Barkwell is one of the largest public accounting firms in the Niagara, Hamilton, and Halton regions, with offices spanning from Burlington to St. Catharines. DJB Wealth Management Inc . originated in 2014, and is a company owned by Durward Jones Barkwell & Company LLP.At DJB Wealth Management Inc., we help clients to realize their goals through...
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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, 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, Branch Network
7 days ago
St. John's, NL AC H, 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.About the roleInternally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall...
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Financial Planner, Scotia Financial Planning
1 week 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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Associate Portfolio Manager
1 week ago
Wellman Crescent Suite , Saskatoon, Saskatchewan, Canada, ST J Apply to Q Wealth Jobs Full time $55,000 - $85,000 per yearPortfolio Management duties include, but are not limited to:Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client's best interest. Build a warm and trusting relationship with clients as much as...
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Financial Advisor
4 days ago
St. Catharines, 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...
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Financial Planner, Scotia Financial Planning
2 weeks ago
Fort St. John, BC, Canada Scotiabank Full time $90,000 - $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 and Retirement Advisor
1 week ago
CAN, Alberta, Edmonton, st Street, Suite, Canada Manulife Full time $90,000 - $120,000 per yearJob DescriptionManulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum.The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Advisor...