Insurance and Financial Planners
2 weeks ago
Owner 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, providing tailored financial planning and retirement solutions, and recommending appropriate investment and insurance products. Tasks include conducting detailed financial analysis, preparing personalized financial plans, and maintaining client relationships to ensure long-term financial growth and security. The role involves staying up-to-date with industry trends and adhering to regulatory requirements. Qualifications Expertise in Financial Planning and Personal Financial Planning FRSA Life License Strong analytical, organizational, and problem-solving skills Ability to communicate financial concepts effectively to clients Experience with investment products and insurance services preferred Seniority level Entry level Employment type Full-time Job function Finance and Sales Referrals increase your chances of interviewing at R&D Insurance and Financial Services Ltd. by 2x Get notified about new Financial Planner jobs in London, Ontario, Canada. #J-18808-Ljbffr
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Financial Planner: Retirement
2 weeks ago
London, Canada R&D Insurance and Financial Services Ltd. Full timeA financial services company in London, Ontario is seeking an Insurance and Financial Planner for a full-time on-site role. The candidate will assess client financial needs, provide tailored solutions, and maintain relationships to ensure financial security. Strong analytical skills and a FRSA Life License are essential. This entry-level position offers...
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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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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,...
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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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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
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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London, Ontario, Canada Insurance and Financial Full timeJob OverviewWe are seeking a dedicated and enthusiastic Insurance Customer Service Representative to join our dynamic team. In this role, you will be the primary point of contact for our clients.DutiesPoint of Contact of Agency P&C and commercial Insurance clients.Provide outstanding customer service by responding to new quotes , billing and policy change...
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Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada IRONSHIELD Financial Planning Inc. Full timeA 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...
