Senior Wealth Planner – Total Wealth Strategy
3 weeks ago
A leading financial services firm in Saskatoon is seeking a Senior Financial Planner to support Advisors in delivering comprehensive wealth management services. The ideal candidate will have a CFP designation or be a CA/CPA willing to obtain it, with at least 2 years of relevant experience. You will engage with clients to create Total Wealth Plans and deliver seminars, fostering strong client relationships. This position offers competitive compensation and benefits, along with professional development and a collaborative work environment.
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Wealth Assistant
15 hours ago
Saskatoon, Canada Aviso Wealth Full time**Wealth Assistant - Affinity Financial Strategies** **Description** Affinity Financial Strategies **Licensed Sales Coordinator** Affinity Financial Strategies (“AFS”) presently has an opening for a Licensed Wealth Assistant. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients...
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Wealth Advisor
2 weeks ago
Saskatoon, Canada Aviso Wealth Full time**CAREER OPPORTUNITY** **Wealth Advisor and/or Insurance Advisor** **Saskatoon, SK** **Are you a Wealth or Insurance professional looking to advance your career? **A position as a Wealth Advisor/Insurance Advisor could propel you forward in a fulfilling career with unlimited potential! **Position Duties**: - Conduct reviews with members, uncovering...
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Advisor, IG Wealth Management, Corporate Channel
3 weeks ago
Saskatoon, Canada IG Wealth Management Full timeAdvisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Saskatoon) IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more...
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Senior Financial Planner
1 week ago
Saskatoon, Canada David Aplin Recruiting Full timeA leading recruitment agency in Canada seeks a Senior Financial Planner to collaborate closely with an Advisor. You will support clients through comprehensive wealth planning, focusing on deep discovery, implementation of strategies, and enhancing client relationships. The ideal candidate has a CFP designation, strong technical knowledge, and excellent...
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Wealth Management Associate: Client Services
3 weeks ago
Saskatoon, Canada Richardson Wealth Full timeA leading Canadian wealth management organization is seeking an individual to join their team as an Associate. This full-time position involves supporting Investment Advisors, providing exceptional client service, and managing various administrative tasks. Ideal candidates will have at least 3 years of experience in the financial services industry, strong...
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ScotiaMcLeod Senior Financial Planner
3 weeks ago
Saskatoon, Canada Scotiabank Full timeRequisition ID: 240309. As 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...
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ScotiaMcLeod Senior Financial Planner
3 weeks ago
Saskatoon, Canada Scotiabank Full timeRequisition ID: 240309. As 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...
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ScotiaMcLeod Senior Financial Planner
7 days ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeRequisition ID: As 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 empowered to...
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ScotiaMcLeod Senior Financial Planner
4 days ago
Saskatoon, Saskatchewan, Canada Scotiabank Full timeRequisition ID: As 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 empowered to...
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Insurance Consultant, Total Wealth Planning
2 days ago
Saskatoon, Canada Scotiabank Full timeRequisition ID: 217857 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** This position is responsible for driving life insurance revenue in support smaller sales opportunities, particularly lifestyle protection solutions - term insurance, disability insurance, critical illness, and immediate...