Investment & Retirement Planner — Tailored Wealth Solutions

A leading Canadian bank is seeking a Financial Planner in Peterborough to provide tailored financial planning advice and develop client relationships. In this full-time role, you will leverage a range of investment solutions to meet client needs, and focus on acquiring new clients while maintaining strong relationships with existing ones. The ideal candidate...

Financial Planner, Investment Retirement Planning RBC Location: 861 LANSDOWNE ST W, Peterborough, Canada Work Hours: 37.5 per week Employment Type: Full time (Regular) Platform: PERSONAL & COMMERCIAL BANKING Pay Type: Commission Posted Date: 2025-12-10 Application Deadline: 2026-01-16 What you will do Provide tailor‑made financial planning advice and...

Job Description As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you...

**Credential Investment Adviser - **working for Aviso Wealth servicing Kawartha Credit Union members **Location**:Peterborough, ON and surrounding area **Hours**: 40 hours per week **Rate of Pay**:Commission based pay structure **As a Credential Investment Adviser, you will**: - Acquire new clients through business development activities to build...

Requisition ID: 228306Join 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...

Requisition ID: 228306Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within...

**Position**: Wealth Advisor **Reporting to**: Vice President, Wealth Management **Overview**: Reporting to the Vice-President, the Wealth Advisor is a mission-focused, high performing member of our investment team with the skills, sensitivity and personal confidence to liaise with clients. In support of investment sales and client acquisition, the Wealth...

ScotiaMcLeod Administrative Associate - Peterborough Join to apply for the ScotiaMcLeod Administrative Associate - Peterborough role at Scotia Wealth Management ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a...

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors in providing...

Requisition ID: 240962As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...