Senior Financial Planner
3 weeks ago
Company Description Tall Oak Capital Advisors is a boutique wealth management firm specializing in serving physicians, farm families, wealthy individuals, and business owners. We focus on preparing, growing, and preserving our clients’ wealth through tailored financial planning and investment strategies. Our team provides comprehensive advice to help clients achieve their personal and business financial goals. Role Description This is a full-time, on-site role located in London, ON, for a Senior Financial Planner. The Senior Financial Planner will work directly with clients to create and implement personalized financial strategies that cover areas such as retirement planning, investment management, and comprehensive financial advice. The role involves assessing client needs, developing financial plans, and providing informed advice to facilitate their long‑term financial well‑being. Qualifications Strong expertise in Financial Planning, Taxation, and Estate Planning Certified Financial Planner (CFP) designation or equivalent credentials Solid foundation in Finance, including investment knowledge and strategy development Exceptional communication and client relationship management skills Bachelor’s degree in Finance, Business, or a related field Ability to provide fiduciary-level advice with a client‑first mindset Experience in a wealth management or financial advisory role Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales #J-18808-Ljbffr
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Senior Financial Planner
3 weeks ago
London, Canada Tall Oak Capital Advisors Full timeCompany Description Tall Oak Capital Advisors is a boutique wealth management firm specializing in serving physicians, farm families, wealthy individuals, and business owners. We focus on preparing, growing, and preserving our clients’ wealth through tailored financial planning and investment strategies. Our team provides comprehensive advice to help...
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Senior Financial Planner
2 weeks ago
London, Canada Tall Oak Capital Advisors Full timeCompany Description Tall Oak Capital Advisors is a boutique wealth management firm specializing in serving physicians, farm families, wealthy individuals, and business owners. We focus on preparing, growing, and preserving our clients’ wealth through tailored financial planning and investment strategies. Our team provides comprehensive advice to help...
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Insurance and Financial Planners
2 weeks ago
London, Canada R&D Insurance and Financial Services Ltd. Full timeOwner at R&D Insurance and Financial Services Ltd. and Dominion Lending Centre Company Description RD Financial Solutions and Dominion Lending Centre Role Description This is a full-time on-site role for an Insurance and Financial Planner, located in London, ON. The Insurance and Financial Planner will be responsible for assessing client financial needs,...
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Financial Planner
3 weeks ago
London, Canada Prime Management Group Inc. Full timeJoin to apply for the Financial Planner role at Prime Management Group Inc. With a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation®, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises across Southwestern Ontario, Libro is committed to growing...
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Senior Financial Planner — Retirement
3 weeks ago
London, Canada Tall Oak Capital Advisors Full timeA wealth management firm in London, ON is seeking a Senior Financial Planner. This full-time, on-site role involves creating personalized financial strategies for clients, covering retirement planning and investment management. The ideal candidate will possess strong expertise in financial planning and hold a CFP designation. Excellent communication skills...
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Senior Financial Planner — Retirement
3 weeks ago
London, Canada Tall Oak Capital Advisors Full timeA wealth management firm in London, ON is seeking a Senior Financial Planner. This full-time, on-site role involves creating personalized financial strategies for clients, covering retirement planning and investment management. The ideal candidate will possess strong expertise in financial planning and hold a CFP designation. Excellent communication skills...
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London, Canada Tall Oak Capital Advisors Full timeA boutique wealth management firm is seeking a Senior Financial Planner in London, ON. The successful candidate will work directly with clients to create personalized financial strategies focusing on retirement planning and investment management. Required qualifications include CFP designation and a strong background in financial planning and taxation. This...
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Financial Planner
3 weeks ago
London, Canada Prime Management Group Full timeWith a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation®, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises across Southwestern Ontario, Libro is committed to growing prosperity for people, businesses, and communities using an inclusive,...
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Financial Planner
3 weeks ago
London, Canada Prime Management Group Full timeWith a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation®, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises across Southwestern Ontario, Libro is committed to growing prosperity for people, businesses, and communities using an inclusive,...
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Financial Planner
3 weeks ago
London, Canada Prime Management Group Full timeWith a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation®, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises across Southwestern Ontario, Libro is committed to growing prosperity for people, businesses, and communities using an inclusive,...
