Financial Planner: Client‑Focused Wealth Strategy

**About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...

Description Who We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in...

A leading bank in the Americas seeks a Financial Planner in Toronto to support Total Wealth Planning for clients. The successful candidate will have a CFP or IQFP designation with at least 2 years of experience. Responsibilities include supporting financial planning needs and implementing strategies. This role offers competitive compensation, benefits, and a...

A leading bank in the Americas seeks a Financial Planner in Toronto to support Total Wealth Planning for clients. The successful candidate will have a CFP or IQFP designation with at least 2 years of experience. Responsibilities include supporting financial planning needs and implementing strategies. This role offers competitive compensation, benefits, and a...

Requisition ID: 239929As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

Founder & Talent Acquisition Partner, Collins Recruitment Group | Expertise - Banking & Financial Services | Connecting Top Talent with Leading Banks… FINANCIAL PLANNER Our client, a premier Canadian Investment Management and Multi‑Family Office firm serving high‑net‑worth individuals, families, and institutions, is seeking an experienced Financial...

Wealth Advisor/Financial Planner (Fidelity Canada) Join to apply for the Wealth Advisor/Financial Planner role at Fidelity Canada. Current work authorization for Canada is required for all openings. As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule. At Fidelity, we’ve been helping Canadian investors build better...

Requisition ID: 165298 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate Total Wealth Planners (ATWP) are experienced and knowledgeable planners with Certified Financial Planning designations. The Associate Total Wealth Planner (CPG) provides Total Wealth Planning support to Scotia Wealth...

Overview In partnership with Opal Corporate Connections, our client is looking for an accomplished Financial Planner to serve as a trusted advisor to high-net-worth families. This client-facing role is focused on delivering personalized, tax-efficient financial strategies that support wealth preservation, growth, and generational transfer. You will work...

A leading bank in the Americas seeks a Financial Planner in Toronto to enhance client relationships through Total Wealth Planning. Responsibilities include supporting financial planning needs, delivering seminars, and engaging with clients to prepare comprehensive financial plans. Ideal candidates should have at least 2 years of experience and a CFP or IQFP...