Entrepreneurial Financial Planner

A leading financial institution in Canada seeks a Financial Planner to enhance client relationships through expert financial advice. The ideal candidate will have at least 3 years of experience in financial planning and investment sales, with relevant certifications. Responsibilities include driving sales, developing client relationships, and community...

About MDL Financial Group MDL Financial Group is a dynamic, growth-oriented financial planning firm known for its personalized, comprehensive approach to helping Canadians build and protect their wealth. With strong SEO-driven visibility, a steady flow of warm prospects, and a collaborative internal culture, we provide an exceptional platform for advisors...

About MDL Financial Group MDL Financial Group is a dynamic, growth-oriented financial planning firm known for its personalized, comprehensive approach to helping Canadians build and protect their wealth. With strong SEO-driven visibility, a steady flow of warm prospects, and a collaborative internal culture, we provide an exceptional platform for advisors...

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...

A leading Canadian financial institution is seeking a Financial Planner in Ontario to develop and maintain client relationships through personalized financial advice. This role requires at least three years of experience in financial planning and a PFP® or CFP® designation. You will execute business development plans while enjoying a flexible schedule. The...

A leading Canadian financial institution is seeking a Financial Planner in Ontario to develop and maintain client relationships through personalized financial advice. This role requires at least three years of experience in financial planning and a PFP® or CFP® designation. You will execute business development plans while enjoying a flexible schedule. The...

A leading Canadian bank is seeking a Financial Planner in Ontario, Ottawa. In this role, you will develop mass affluent client relationships by providing personalized financial advice and maintain strong internal and external networks. Candidates should have a PFP® or CFP® designation, 3 years of relevant experience, and strong interpersonal skills....

A leading Canadian bank is seeking a Financial Planner in Ontario, Ottawa. In this role, you will develop mass affluent client relationships by providing personalized financial advice and maintain strong internal and external networks. Candidates should have a PFP® or CFP® designation, 3 years of relevant experience, and strong interpersonal skills....

Requisition 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...

Join to apply for the Financial Planner, Scotia Financial Planning - Kanata, ON role at Scotiabank Requisition ID: 240970 Join a purpose‑driven winning team, committed to results, in an inclusive and high‑performing culture. What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass affluent client...