Financial Planner: Growth, Clients

A leading financial institution in Edmonton is seeking a Financial Planner to provide investment planning and advice. This role involves developing solutions tailored to client needs, supporting sales targets, and ensuring compliance with financial regulations. The ideal candidate has 3-5 years of experience in finance and relevant qualifications. This is a...

Application Deadline: 11/18/2025 Address: th Ave Job Family Group: Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and...

At IG Private Wealth Management, Afshar & Machaalani Group, Private Wealth Management offers a team-based approach combining both local and national expertise to deliver comprehensive wealth management services. We tailor our solutions to align with the unique needs and goals of each client, ensuring personalized financial strategies. We are committed to...

Application Deadline : 11 / 12 / 2025Address : 5503 23rd AvenueJob Family Group : Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions through the sales of managed products and services (e.g. mutual funds, retirement...

OverviewApplication Deadline: 10/29/2025Address: 5503 23rd AvenueJob Family Group: Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement...

Is this role right for you? In this role, you will : Promote the development and sustainable growth of proprietary investment business in the assigned market area by : 1. Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional business development...

Financial Planner - Leduc Join to apply for the Financial Planner - Leduc role at TD Securities. 1 day ago – be among the first 25 applicants. Job Details Location: Leduc, Alberta, CanadaHours: 37.5 per weekLine of Business: TD WealthPay: $60,000 – $70,000 CAD (base + commission).This role is eligible for commission‑based earnings in addition to the...

Requisition ID: 228299Join 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...

A 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...

A leading bank in the Americas is looking for a Financial Planner to build and deepen client relationships. The ideal candidate will have experience in financial planning and investment sales, with a CFP® or PFP® designation. Responsibilities include driving investment sales, establishing business opportunities, and providing personalized financial...