Wealth Planner

A leading financial services provider is seeking a Financial Planner in Langley, Canada, to manage a portfolio of affluent clients. The role focuses on providing tailored financial advice and building lasting relationships through superior service. Candidates should have a Financial Planning Designation and at least 3 years of relevant experience. The...

Requisition ID: 245548About this role:Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through...

POSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client experience....

DescriptionWe are currently seeking a Financial Planner to join our team.The Financial Planner is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. This role meets regularly with assigned...

A leading financial services provider is seeking a Financial Planner in Township of Langley to manage a portfolio of affluent clients. You will provide ongoing advice and create long-term relationships through personalized financial planning. Applicants should have a financial planning designation and experience in client acquisition. This full-time role...

A leading financial institution in Moncton seeks a Financial Planner to develop client relationships and provide tailored financial advice. This role offers a flexible work environment and encourages entrepreneurial growth. Applicants should have a strong background in financial planning, proven networking abilities, and necessary certifications. The...

A leading financial institution in Moncton seeks a Financial Planner to develop client relationships and provide tailored financial advice. This role offers a flexible work environment and encourages entrepreneurial growth. Applicants should have a strong background in financial planning, proven networking abilities, and necessary certifications. The...

A leading bank in Canada is seeking a Financial Planner to manage a portfolio of mass affluent clients. This role involves providing comprehensive financial planning advice and building long-term relationships through superior service. Candidates must hold a Financial Planning Designation and have at least 3 years of financial planning experience. The...

Select how often (in days) to receive an alert: Requisition ID: 238945 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...

Select how often (in days) to receive an alert: Requisition ID: 238945 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...