Wealth Planner

A leading financial institution in Red Deer seeks a Financial Planner to foster investment and banking relationships. This role involves in-depth client reviews, crafting personalized strategies, and achieving sales goals in a collaborative and inclusive environment. Candidates should have experience in financial planning, hold relevant certifications, and...

A leading financial institution is seeking a Financial Planner in Red Deer, Alberta. You'll be responsible for establishing and deepening relationships with clients while managing their investment and banking needs. The ideal candidate will have experience in financial planning, possess a CIFP/CFP designation, and certification as a Mutual Funds...

Description Requisition ID: 246583 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 branch sales team responsible for contributing to the team’s...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.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 branch sales team responsible for contributing to the team’s overall success by meeting or...

A leading financial institution in Red Deer, Alberta, seeks a Financial Planner to identify clients' financial goals and build long-term relationships. Candidates should have a University Degree, 3-5 years in financial services, and strong passion for financial planning. The role includes competitive compensation with potential commission-based earnings,...

Work LocationRed Deer, Alberta, CanadaHours37.5Line of BusinessTD WealthPay Details$60,000 - $70,000 CADThis role is eligible for commission-based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

Work LocationRed Deer, Alberta, Canada Hours37.5 Line Of BusinessTD Wealth Pay Details$60,000 - $70,000 CAD. This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

Requisition ID: 246583Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.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 branch sales team responsible for contributing to the team's overall success...

Requisition ID: 228298Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within...

Join Servus Credit Union - Canada's Largest Credit Union! Insurance Planning Specialist to join our Servus Wealth Strategies Team! Posting closes: Until Filled Employment Status: Full‑time Location: In person role, candidates are required to work from one of our locations in Calgary, Edmonton, or Red Deer. Salary: Base, plus bonus structure. At Servus...