Investment & Retirement Planner: Flexible Hours

4 weeks ago

Regina, Canada RBC Full time

A prominent financial institution in Regina seeks an Investment and Retirement Planner to create custom investment solutions and provide financial planning advice. The role requires a strong background in financial planning, client acquisition, and networking. Candidates must possess a financial planning designation and mutual funds license. This position offers a competitive commission structure and flexible working conditions.
#J-18808-Ljbffr

  • Investment & Retirement Planner - Regina Branch

    2 weeks ago

    Regina, Canada Scotiabank Full time

    A leading financial institution in Regina is seeking a Financial Planner to join their team. The role focuses on establishing and deepening investment relationships with clients, delivering personalized financial strategies, and achieving sales goals. The ideal candidate has a CIFP CFP designation, investment sales experience, and thrives in a collaborative...

  • Investment & Retirement Planner - Regina Branch

    2 weeks ago

    Regina, Canada Scotiabank Full time

    A leading financial institution in Regina is seeking a Financial Planner to join their team. The role focuses on establishing and deepening investment relationships with clients, delivering personalized financial strategies, and achieving sales goals. The ideal candidate has a CIFP CFP designation, investment sales experience, and thrives in a collaborative...

  • Financial Planner, Investment

    6 days ago

    Regina, Saskatchewan, Canada RBC Full time $60,000 - $120,000 per year

    Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients in Regina, SK (please be advised specific location is to be determined and successful incumbent must be mobile within the Regina Market). Alongside your own prospecting and networking activity,...

  • Investment & Retirement Consultant

    3 weeks ago

    Regina, Canada Canada Life Full time

    Join to apply for the Investment & Retirement Consultant role at Canada Life 6 days ago Be among the first 25 applicants Base + Comm We are looking for an Investment & Retirement Consultant. Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are...

  • Investment & Retirement Consultant

    3 weeks ago

    Regina, Canada Canada Life Full time

    Join to apply for the Investment & Retirement Consultant role at Canada Life 6 days ago Be among the first 25 applicants Base + Comm We are looking for an Investment & Retirement Consultant. Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are...

  • Investment & Retirement Consultant

    3 weeks ago

    Regina, Canada Canada Life Full time

    Join to apply for the Investment & Retirement Consultant role at Canada Life 6 days ago Be among the first 25 applicants Base + Comm We are looking for an Investment & Retirement Consultant . Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are...

  • Independent Financial Planner – Flexible Hours, Travel

    4 weeks ago

    Fort Mcmurray, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwes, Canada Scotiabank Full time

    A leading bank in the Americas is seeking a Financial Planner in Fort McMurray, Alberta. This role focuses on developing mass affluent client relationships by delivering personalized investment and financial planning advice. As a Financial Planner, you will have the flexibility to meet clients on your schedule while driving new business acquisition and...

  • Mobile Financial Planner

    4 weeks ago

    Eastern Ontario, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Halton Hills, Surrey, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southw, Canada Scotiabank Full time

    A leading financial institution in Canada seeks a Financial Planner to develop client relationships and drive investment sales. This role requires a strong background in financial planning and investment sales, along with excellent networking skills. The position offers flexibility, a competitive compensation structure, and the opportunity to build a...

  • Entrepreneurial Financial Planner — Flexible Hours

    3 weeks ago

    Ottawa, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Scotiabank Full time

    A leading bank in the Americas is looking for a Financial Planner to build and deepen client relationships. The ideal candidate will have experience in financial planning and investment sales, with a CFP® or PFP® designation. Responsibilities include driving investment sales, establishing business opportunities, and providing personalized financial...

  • Wealth Planner

    7 days ago

    Regina, Canada Scotiabank Global Site Full time

    A major financial institution in Regina is seeking a Financial Planner to enhance client investment and banking relationships. The role involves conducting financial reviews, providing personalized strategies, and achieving sales targets. The ideal candidate will have financial planning experience, relevant certifications, and a commitment to client service....