Financial Planner

4 weeks ago


Stratford, Canada RBC Full time

A leading financial institution is seeking a Financial Planner to manage a portfolio of mass affluent clients in Southwestern Ontario. The ideal candidate will have significant experience in financial planning, a financial planning designation, and strong networking abilities. This role offers full-time employment with unlimited earning potential and benefits, along with flexible work/life balance options.
#J-18808-Ljbffr



  • Stratford, Canada Royal Bank of Canada> Full time

    Job DescriptionWhat is the opportunity?** Please be advised specific location is to be determined. Successful incumbent must be mobile within the Perth (Southwestern Ontario) Region **As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients in the Perth (Southwestern Ontario) Region. You provide ongoing...


  • Stratford, Canada RBC Full time

    Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients in the Perth (Southwestern Ontario) Region. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long‑term relationships through superior advice, financial planning...


  • STRATFORD, Canada Royal Bank of Canada Full time

    Job Description What is the opportunity? ** Please be advised specific location is to be determined. Successful incumbent must be mobile within the Perth (Southwestern Ontario) Region ** As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients in the Perth (Southwestern Ontario) Region. You provide...


  • Stratford, Canada RBC Full time

    Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients in the Perth (Southwestern Ontario) Region. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long‑term relationships through superior advice, financial planning...


  • Stratford, Ontario, Canada Royal Bank of Canada Full time $70,000 - $100,000 per year

    Job DescriptionWhat is the opportunity?** Please be advised specific location is to be determined. Successful incumbent must be mobile within the Perth (Southwestern Ontario) Region **As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients in the Perth (Southwestern Ontario) Region. You provide ongoing...

  • financial planner

    5 days ago


    Stratford, ON NA K, Canada BJM Financial Services Full time

    Education:Expérience:EducationCollege/CEGEPAccounting and financeAccounting and business/managementFinancial planning and servicesInvestments and securitiesInsuranceor equivalent experienceTasksIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management,...


  • Stratford, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Stratford, Ontariotime type: Full timeposted on: Posted Todayjob requisition id: JR00034526You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues...


  • Stratford, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Stratford, Ontariotime type: Full timeposted on: Posted Todayjob requisition id: JR00034526You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues...


  • Stratford, Canada Sun Life Full time

    Join to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun LifeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun LifeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to...


  • Stratford, Canada Sun Life Full time

    Join to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun LifeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun LifeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to...