Financial Planner, Investment

Job Summary Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Halton Market (please be advised specific location is to be determined). Alongside your own prospecting and networking activity, you are fully supported by internal partners...

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...

Application Deadline:03/27/2025Address:320 Dundas Street East Job Family Group:Retail Banking Sales & ServiceJoin 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...

Join to apply for the Investment Advisor role at PH&N Institutional.Grow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company...

Company OverviewRaymond James Ltd. is a leading Canadian investment dealer providing high-quality products and services to individuals seeking customized solutions for their wealth management needs.The Portage Cross Border Wealth Management team in Oakville, Ontario, seeks an experienced Associate Financial Advisor/Financial Planner to support the growing...

Job DescriptionDescriptionWhat is the Opportunity?Raymond James Ltd. is one of Canada's leading independent investment dealers, with a complete offering of high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Specifically, the Portage Cross Border Wealth Management team located in Oakville,...

Job Summary Job DescriptionGrow your business, your way - with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for...

We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management. Investment Review, Investment Analysis, Retirement Analysis, New Client, Insurance Analysis, Pension Review & Analysis ~...

We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management.We are looking for an energetic, self-motivated individual to deliver exemplary service to all our clients through...

We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management.We are looking for an energetic, self-motivated individual to deliver exemplary service to all our clients through...

Our FirmWe are a boutique wealth management firm committed to delivering personalized service to our clients.Our team of experienced financial planners provides comprehensive financial planning and investment advice.Job DutiesAs a key member of our team, you will be responsible for:Providing administrative support to our financial plannersManaging client...

Required Skills and QualificationsTo succeed in this role, the ideal candidate must possess the following qualifications:- Approval as a Registered Representative (RR) with CIRO,- Successful completion of the Wealth Management Essentials (WME) course,- University degree,- Exceptional written and verbal communication skills,- High level of time management,...

Requisition ID: 208870As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

Requisition ID: 208870 As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll be...

Requisition ID: 208870As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

Innomar Strategies Inc. is seeking an Investment Roadmap Developer to drive business growth and success through strategic investment planning. This key role involves working closely with leadership to develop investment roadmaps that align with the company's overall strategy.Key ResponsibilitiesPartners with leadership to develop investment roadmaps that...

Who We Are Bellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise.   At Bellwether, we offer the opportunity to build a rewarding and...

We are seeking a Senior Financial Modeling Analyst for a contract position within a corporate finance team responsible for consolidating financial data and providing key insights to senior leadership. This role is ideal for candidates with backgrounds in investment analysis, research analysis, or financial modeling who are looking to apply their...

Job Description:We are seeking a highly analytical finance professional with expertise in financial modeling and data interpretation.This role is ideal for someone with experience in corporate finance, transaction services, or investments who is eager to apply their skills in a dynamic environment outside of the banking and accounting industries.Key...

We're looking for a highly analytical finance professional with a strong foundation in financial modeling and a sharp ability to interpret complex data. This role is ideal for someone with experience in corporate finance, transaction services, or investments who is eager to apply their skills in a dynamic, fast-moving environment outside of the banking and...