Financial Planner, Investment Retirement Planning
2 weeks ago
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 is providing investment and financial planning advice to help them meet their unique goals.
Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
- Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation, and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
- Uncovering and solving for client’s needs, delivering trusted financial advice regarding their investments and retirement planning.
- Being self-directed and performance-oriented in discovering our clients' needs, listening to understand what they are looking for, and providing customized financial strategies and solutions.
- Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
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Financial Planner, Investment
2 weeks ago
Saskatoon, Canada RBC Full timeJob Summary Job Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Saskatoon Market (please be advised specific location is to be determined) . Alongside your own prospecting and networking activity, you are fully supported by internal...
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Financial Planner, Investment
2 weeks ago
Saskatoon, Canada RBC Full timeJob SummaryJob Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Saskatoon Market(please be advised specific location is to be determined) . Alongside your own prospecting and networking activity, you are fully supported by internal...
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Financial Planner, Investment
1 month ago
Saskatoon, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Saskatoon Market (please be advised specific location is to be determined). Alongside your own prospecting and networking activity, you are fully supported by internal...
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Fiduciary Financial Planner
2 weeks ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Inc Full timeWealth advisor and insurance advisor roles are in high demand, particularly in regions with strong financial industries like Saskatoon, SK. This career opportunity is designed for professionals looking to advance their careers in wealth management.Aviso Wealth Inc., through its partnership with Synergy Credit Union, offers a unique position that enables...
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Financial Planner, Investment Consultant
4 weeks ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full timeAbout the OpportunityWe are seeking an experienced Financial Planner to join our team at Royal Bank of Canada in Saskatoon. As a key member of our team, you will create custom investment solutions for clients and work closely with internal partners to achieve sales goals.What You'll Do Provide expert financial planning advice and tailor-made solutions using...
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Financial Planning Professional
2 weeks ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.We are seeking a Financial Planning Professional to join our team in Saskatoon, Canada. This role involves developing and deepening client...
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Regional Manager, Financial Planning
3 months ago
Saskatoon, Canada TD Bank Full time**Work Location**: Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **Are you an experienced financial industry professional and leader, excited to motivate a large team of high-performing Financial Planners to achieve the next level of their professional performance at TD Wealth? If so, then we have an exciting leadership role for...
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Expert Financial Strategist, Investment Growth
4 weeks ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full timeUnlock Your Potential as an Expert Financial StrategistAt Royal Bank of Canada, we're seeking a skilled Financial Planner, Investment Growth to join our team. This is an exciting opportunity to create custom investment solutions for prospective and existing clients within the Saskatoon Market.You'll work alongside internal partners who send client referrals...
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Senior Financial Services Professional
4 weeks ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeAbout the PositionWe are seeking a highly skilled Financial Planning and Insurance Specialist to join our team at Aviso Wealth. As a key member of our organization, you will be responsible for delivering exceptional financial planning and insurance services to our clients.Key ResponsibilitiesConduct comprehensive financial reviews with clients to identify...
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Investment Associate
5 months ago
Saskatoon, Canada Wellington-Altus Full timeInvestment Associate Location: This position will be based out of our Saskatoon office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and...
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Investment Analyst
6 months ago
Saskatoon, Canada Constance Financial Inc. Full timeEducation: Bachelor's degree - Experience: 1 year to less than 2 years - or equivalent experience **Work setting**: - Brokerage house - Investment company **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Examine and analyze financial and investment information (profiles of companies, stock or...
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Financial Services Consultant
4 days ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeJob OverviewWealth Advisor and/or Insurance Advisor: A Career-Propelling OpportunityAviso Wealth, in partnership with Synergy Credit Union, is seeking a seasoned professional to fill a key role as a Wealth Advisor/Insurance Advisor. This position presents an excellent opportunity for individuals looking to advance their career in financial services.The ideal...
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Wealth Management Associate Program
6 months ago
Saskatoon, Canada MD Financial Management Full timeRequisition ID: 186989 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Associate Financial Consultant, Acquisition**: Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only...
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Mine Planner
6 months ago
Saskatoon, Canada SSR Mining Full timeWho Are We? SSR Mining Inc. is a leading, free cash flow focused intermediate gold company with four producing assets located in the USA, Turkey, Canada, and Argentina, combined with a global pipeline of high-quality development and exploration assets in the USA, Turkey, Mexico, Peru, and Canada. SSR Mining is committed to delivering excellence through the...
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Financial Planning Consultant
2 weeks ago
Saskatoon, Saskatchewan, Canada Aviso Wealth Full timeWe are seeking a highly skilled Financial Planning Consultant to join our team at Aviso Wealth. This is a permanent full-time position that offers a competitive salary and benefits package.About the Role:Wealth Advisor and/or Insurance AdvisorPromote Synergy Credit Union's investment through the AVI program in the communityProvide advice to credit union...
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Maintenance Planner
6 months ago
Saskatoon, Canada Denison Mines Corp Full time**Maintenance Planner** **THE ROLE**: With direction from the Operational Readiness Lead, the **Maintenance Planner** is responsible for the initial set up and implementation of the company’s Computerized Maintenance Management System (CMMS) along with the development and ongoing upkeep of maintenance master data. The **Maintenance Planner** will be a key...
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Planner
8 months ago
Saskatoon, Canada SaskTel Full time**POSITION OVERVIEW** Responsible for the strategic direction of the Network Business Plan and the leadership of the Integrated Concept Plan. This includes the development of integrated network architecture plans using appropriate technologies for the economic and orderly installation, extension, rearrangement of the SaskTel core network. Also accountable...
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Space Planner, Campus Planning
2 months ago
Saskatoon, Canada University of Saskatchewan Full time**Space Planner, Campus Planning & Real Estate**: As part of the Planning, Design and Construction (PDC) team, the Campus Planning & Real Estate unit provides infrastructure data, space management expertise, real estate knowledge and strategy, leasing, GIS mapping, building records, land use planning and campus master planning. The University of Saskatchewan...
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Expert Financial Planning Professional
4 days ago
Saskatoon, Saskatchewan, Canada Sun Life Full timeUnlock Your Potential with Sun LifeWe are seeking a highly skilled and experienced Financial Planner, Estate & Financial Planning Services (EFPS) to join our dynamic team at Sun Life. This is an excellent opportunity for a motivated individual to leverage their expertise in estate and financial planning to make a meaningful impact on the lives of...
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Financial Planning Expert
4 weeks ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full timeUnlock Your Potential as a Financial Planning ExpertIn this highly rewarding role, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing comprehensive financial planning advice and services that help them achieve their long-term goals. As an RBC Financial Planner, you will be part of a dynamic team that is...