Wealth Planner
6 days ago
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 position involves proactive client outreach and participation in community events to foster long-term relationships. Join a diverse and inclusive workplace committed to your personal and professional success.
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Financial Planner, Scotia Financial Planning
6 days ago
City of Moncton, Canada Scotiabank Full timeSelect 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...
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Advisor, IG Wealth Connect
1 week ago
Québec City, Canada IG Wealth Management Full timePOSITION 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....
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Advisor, IG Wealth Connect
4 days ago
Québec City, Canada IG Wealth Management Full timePOSITION 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....
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Wealth Planner
3 weeks ago
City of Langley, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Financial Planner in Langley to manage client portfolios, focusing on investment and banking relationship growth. The ideal candidate has experience in financial planning, holds CIFP/CFP certification, and thrives in a collaborative team culture. This role includes competitive compensation and benefits, with a...
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Wealth Planner
3 weeks ago
City of Langley, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Financial Planner in Langley to manage client portfolios, focusing on investment and banking relationship growth. The ideal candidate has experience in financial planning, holds CIFP/CFP certification, and thrives in a collaborative team culture. This role includes competitive compensation and benefits, with a...
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Financial Planner
3 weeks ago
City of Langley, Canada Envision Financial, a division of First West Credit Union Full timeOverviewWe are currently seeking a Financial Planner to join our team.ResponsibilitiesFinancial Planning and Advice: Skilled in the wealth discovery process, identifies wealth and financial planning needs and engages with existing and new or potential members to deepen relationships. Utilizes financial planning tools to develop plans and recommendations to...
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Senior Financial Planning Advisor
3 weeks ago
City of Moncton, Canada National Bank of Canada Full timeA senior financial planning advisor at National Bank Financial (NBF) supports clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high‑quality services in advanced financial planning,...
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Wealth Planner: Flexible Growth
2 weeks ago
City of Spruce Grove, Canada RBC Full timeA 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...
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Senior Financial Planning Advisor
1 week ago
City of Moncton, Canada National Bank of Canada Full timeA career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high-quality services in advanced financial...
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Senior Financial Planning Advisor
1 week ago
City of Moncton, Canada NBC Full timeA career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high-quality services in advanced financial...