Financial Planner
1 week ago
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 prosperity for people, businesses, and communities using an inclusive, forward-thinking approach to banking. Prime Management Group Inc. is proud to partner with Libro Credit Union in the search for a passionate and experienced Financial Planner to be based in Strathroy, ON to support the Lambton Kent Middlesex region. This role offers an exciting opportunity to make a lasting impact by helping individuals and families achieve financial confidence and long-term prosperity. As the Financial Planner you will play a key role in serving Libro Owners, building strong relationships and developing personalised financial plans that reflect each Owner’s goals, values, and risk tolerance. Managing approximately 300 Owner households (typically $85,000 – $450,000 in investable assets), you will work collaboratively across teams and business lines to ensure a seamless, purpose-driven experience. Responsibilities Building and maintaining strong, long-term relationships with Owner households through proactive financial planning and advice. Engaging Owners and prospects using referrals, data insights, and community connections. Partnering with internal specialists—including Investment, Insurance, and Business Advisors—to provide comprehensive solutions. Developing and executing a structured business plan with measurable growth goals. Mentoring peers and contributing to a culture of collaboration and financial literacy. Maintaining compliance with Libro, Aviso Wealth, and all relevant regulatory bodies (OSC, CIRO, FP Canada). Making informed, responsible decisions that protect both Owners and Libro. This position is ideally suited for an experienced wealth professional seeking to advance their practice-management skills within a values-based, community-focused financial institution. Qualifications A professional designation: PFP, QAFP, or CFP (required). 3-5 years of industry experience, including at least 2 years in a managed-investments or mutual-fund sales role. Demonstrated ability to provide holistic, personalized financial advice. Strong relationship-building, communication, and teamwork skills. Alignment with Libro’s values of Accountability, Courage, High Performance, and an Inclusive Mindset. If this opportunity resonates with you, please submit your resume in confidence to Prime Management Group Inc. on behalf of Libro Credit Union. Click here to apply. Requests for additional information regarding the role, and/or confidential suggestions or nominations of suitable candidates may also be submitted to Jay McKillop at jaym@pmg.on.ca #J-18808-Ljbffr
-
Financial Planner
1 week 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...
-
Financial Planner
6 days 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,...
-
Insurance and Financial Planners
5 days ago
London, Ontario, Canada -cd97-498f-8d93-4a2be8e38463 Full timeCompany DescriptionRD Financial Solutions and Dominion Lending CentreRole DescriptionThis 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...
-
Financial Planner, Scotia Financial Planning
2 days ago
London, Canada Scotiabank Full timeJoin 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 relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your...
-
Financial Planner, Scotia Financial Planning
1 week ago
London, Canada Scotiabank Full timeRequisition ID: 228314 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...
-
London, Canada Prime Management Group Full timeA financial services recruitment company is seeking an experienced Financial Planner located in Southern Ontario. The successful candidate will build strong relationships and develop personalized financial plans for Owner households. The role requires a professional designation (PFP, QAFP, or CFP) and experience in managed investments or mutual-fund sales,...
-
London, Canada Prime Management Group Full timeA financial services recruitment company is seeking an experienced Financial Planner located in Southern Ontario. The successful candidate will build strong relationships and develop personalized financial plans for Owner households. The role requires a professional designation (PFP, QAFP, or CFP) and experience in managed investments or mutual-fund sales,...
-
Financial Planner, Scotia Financial Planning
7 hours ago
London, Canada Scotiabank Full timeOverview Is this role right for you? In this role, you will : Promote the development and sustainable growth of proprietary investment business in the assigned market area by : - Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional business development...
-
London, Canada Scotiabank Full timeA leading financial institution in Canada seeks a Financial Planner to develop client relationships and provide tailored financial advice. The role requires experience in financial planning and investment sales, along with relevant certifications. This position offers an entrepreneurial culture, flexibility in meeting clients, and a compensation structure...
-
Mobile Financial Planner | Flexible Hours
2 days ago
London, Canada Perth Fire Service Full timeA leading bank in the Americas is looking for a Financial Planner to develop client relationships and provide expert financial advice. This role allows flexibility in meeting clients and emphasizes business development within the assigned market. Candidates should have experience in financial planning, relevant certifications, and strong networking...
