Wealth Planner – Retirement

Requisition ID: 174832 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...

Get AI-powered advice on this job and more exclusive features.About Richardson WealthAs 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...

A leading bank in the Americas is seeking a Financial Planner for their Kitchener branch. The role involves establishing and deepening client relationships and providing trusted financial advice. Candidates should have experience in financial planning, a CIFP CFP designation, and be a certified Mutual Funds Representative. The position offers competitive...

Title: Financial Planner, Branch Network - Kitchener Requisition ID: 239845 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the...

Title: Financial Planner, Branch Network - Kitchener Requisition ID: 239845 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the...

RBC Investment and Retirement Planner As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Lions Head, Tobermory and Wiarton markets in Ontario. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your...

   Requisition ID: 239845Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleInternally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the...

Job Description Posted Wednesday, June 11, 2025 at 4:00 a.m. 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...

Overview Application Deadline: 10/16/2025 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a...

A leading financial services firm in Kitchener is seeking a Wealth Planning Consultant to develop and implement wealth strategies for High Net Worth clients. The ideal candidate will have strong financial planning expertise and excellent communication skills. This role involves collaborating with Investment Advisors to enhance client relationships and...