Senior CFP Financial Planning Consultant

A prominent financial services provider in Ontario is seeking a Financial Planning Consultant. You'll conduct training for advisors, create comprehensive financial plans, and implement strategies across the organization. The ideal candidate will have a CFP certification and at least 7 years of financial planning experience. This role offers a supportive...

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 will inspire and help you reach your potential and soar to new heights. Every day, you'll...

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 will inspire and help you reach your potential and soar to new heights. Every day, you'll...

Financial Planning Consultant at Sun Life You are as unique as your background, experience and point of view. At Sun Life, you’ll be empowered and challenged to be your best self. You’ll work with dynamic colleagues and leaders who inspire you to reach new heights and make life brighter for our clients. Job Description This role is part of the Business...

Financial Planning Consultant at Sun Life You are as unique as your background, experience and point of view. At Sun Life, you’ll be empowered and challenged to be your best self. You’ll work with dynamic colleagues and leaders who inspire you to reach new heights and make life brighter for our clients. Job Description This role is part of the Business...

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...

A financial services company in Southwestern Ontario is seeking a Wealth Planning Consultant to deliver advanced financial planning services to high net worth clients. The ideal candidate will lead client consultations, develop complex financial plans, and collaborate with Investment Advisors to enhance client relationships. A CFP designation is required,...

A financial services company in Southwestern Ontario is seeking a Wealth Planning Consultant to deliver advanced financial planning services to high net worth clients. The ideal candidate will lead client consultations, develop complex financial plans, and collaborate with Investment Advisors to enhance client relationships. A CFP designation is required,...

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 will inspire and help you reach your potential and soar to new heights. Every day, you'll...

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 will inspire and help you reach your potential and soar to new heights. Every day, you'll...