Wealth Planner

**Location: Various Saskatchewan Locations** Thrive Wealth Management is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice.  Our employees are...

Wealth Planner – Cornwall Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial aspirations. We can confidently say we have...

Job DescriptionCurrent work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work scheduleWho We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment...

Job DescriptionCurrent work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule.Who We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment...

About Us:ATA Financial is a leading independent financial advisory firm based in Regina, Saskatchewan. We specialize in providing personalized financial advice to families, business owners, professionals, and the farming community. Our primary objective is to assist our clients in building and safeguarding their estates while enabling them to achieve their...

Title: Financial Planner - Grasslands Branch - Regina Requisition ID: 239387 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Financial Planner, Branch Network – Grasslands Branch About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a...

Title: Financial Planner - Grasslands Branch - Regina Requisition ID: 239387 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Financial Planner, Branch Network – Grasslands Branch About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a...

Requisition ID: 239387 About the role Financial Planner Branch Network Grasslands Branch Internally 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 teams overall success by meeting or exceeding negotiated...

A leading financial institution is seeking a Financial Planner at the Grasslands Branch in Regina. The role involves conducting in-depth financial reviews, delivering personalized advice, and building strong client relationships. Ideal candidates will have experience in financial planning, relevant certifications, and thrive in a collaborative environment....

Requisition ID: 239387Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Financial Planner, Branch Network – Grasslands BranchAbout the roleInternally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a...