Senior Financial Planning Consultant

A leading financial services company seeks a dedicated professional to enhance financial planning capabilities for advisors. Responsibilities include conducting training sessions, creating client-facing materials, and developing comprehensive financial plans. A Certified Financial Planner (CFP) certification and a minimum of 7 years of experience are...

A leading financial services company seeks a dedicated professional to enhance financial planning capabilities for advisors. Responsibilities include conducting training sessions, creating client-facing materials, and developing comprehensive financial plans. A Certified Financial Planner (CFP) certification and a minimum of 7 years of experience are...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

A leading financial services company is looking for a Financial Planning Consultant in Ottawa. The ideal candidate should have a CFP certification and at least 7 years of experience in financial planning. Responsibilities include conducting one-on-one financial planning sessions and developing financial strategies. The company offers a hybrid work...

A leading financial services company in Halifax is seeking a Financial Planning Consultant to enhance advisor capabilities and improve client outcomes. This role involves providing holistic financial planning expertise, conducting training sessions, and collaborating with marketing teams. The ideal candidate will hold CFP certification, have over 7 years of...

Job Description Join to apply for the Financial Planning Consultant role at Sun Life. You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders...

Job Description Join to apply for the Financial Planning Consultant role at Sun Life . You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your...

**Job Summary** **What is the Opportunity?** RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and...

Requisition ID: 187418 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team. As a Financial Consultant,...

Requisition ID: 197699 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant, Regional Accounts to join our team. As a Financial Consultant, Regional...