Investment Planning Consultant

Job Description - Senior Investment Consultant (CAN00000010)The Opportunity:We are seeking an experienced institutional investment manager to join our investment consulting team and play a leading role in the further growth and development of our investment consulting practice in Canada. The successful candidate will be responsible for providing investment...

Senior APM/ Principal, Investment StrategyThis is a highly motivated Senior APM/Principal, Investment Strategy role that will join our Office of the CIO team for an 18-month contract. The role is accountable for the strategic influence and engagement of asset class leaders and investment teams across all IMCO asset classes.Key Responsibilities:Support...

About the Job:We are seeking a talented Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for building and maintaining strong relationships with clients in the mass affluent market, providing high-quality advice and service to help them achieve their unique financial goals.The ideal candidate will have a strong...

About the RoleThis is an exciting opportunity for a motivated and results-driven Financial Planner to join our team at Scotiabank. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.The ideal candidate will have a strong...

At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world.Our Independence Group in the Risk Management Function in Business Enablement Services is looking for an Analyst, Risk Management - Independence, to join our growing team.The...

We are seeking a highly skilled and motivated Associate Financial Advisor to join our team at Co-operators. This is a full-time hybrid role that offers the flexibility to work remotely. As an Associate Financial Advisor, you will be responsible for providing financial guidance and advice to clients, and selling life insurance as part of your...

Key Qualifications:  To be successful in this role, you will need:Experience in financial planning and investment sales.Mutual funds certification and current accreditation for MFDA licensing requirements.A Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.Proven networking, client acquisition and...

As a Financial Planner at Scotiabank, you'll have the opportunity to promote the development and sustainable growth of proprietary investment business in your assigned market area. You'll conduct in-depth reviews for assigned clients, utilizing financial planning skills and tools to support their financial goals.The ideal candidate will have a collaborative...

Job DescriptionDevelop client relationships using the IP 360 process.Provide expert advice and solutions on financial planning, including risk tolerance assessments, investment policy statements, financial management, tax, estate, risk management, and retirement planning.Required Skills and QualificationsExperience in wealth management, managing at least $50...

Company OverviewBMO is a leading financial institution dedicated to helping individuals and businesses achieve their financial goals. We offer a wide range of products and services, including investment planning, retirement savings plans, and more.Job DescriptionWe are seeking a Financial Planner to join our team. As a Financial Planner, you will be...

About the RoleWe are seeking a highly skilled Associate Director to join our PathWise Solutions Group. As an Associate Director, you will be responsible for leading a team of professionals who deliver innovative and effective solutions to clients. This role requires strong leadership and technical skills, as well as excellent communication and interpersonal...

Associate Investment Risk ResearchApplylocations: Toronto - 16 York Sttime type: Full timeposted on: Posted 2 Days Agojob requisition id: R24-153At IMCO, our talent is among the best IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn,...

Your OpportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first...

About Anaplan: We are a team of innovators who are passionate about helping our customers succeed. Our culture is built around the values of diversity, equity, inclusion, and belonging.Job Description: We are seeking a self-motivated Senior Solution Consultant to join our Presales team in key verticals across the US and Canada, including Manufacturing,...

The Ideal CandidateWe are looking for a highly skilled Mine Planning Consultant who has a strong background in mining engineering and geotechnics.You will have excellent communication skills, both written and verbal, and be able to work effectively with co-workers, clients, and contractors.Your Skills and QualificationsPost-secondary degree in mining, civil,...

Key Responsibilities:Provide oversight and management of existing portfolios, implement changes systematically, and invest maturities as needed.Conduct research and due diligence on investment opportunities for high net worth individuals and provide recommendations to senior management.Create portfolios through consultations with the President & CEO and...

Job Summary: As a Life Insurance Consultant with iA Financial Group in Ottawa, you will be responsible for providing expert life insurance consultation services to clients. This includes conducting financial need analyses, assessing insurance needs, and offering investment advice.Main Responsibilities:Conducting financial need analysesAssessing insurance...

We are ZGM Investment Group, a leading investment group committed to excellence and innovation. Our team is passionate about delivering exceptional results, and we're looking for like-minded individuals to join us.Job Responsibilities:The successful candidate will have the opportunity to work closely with our senior consultants, assisting them in various...

Job Description Job Description Salary: We are seeking an experienced Financial Consultant to join our team. The ideal candidate will provide strategic financial guidance to help clients manage their finances, increase wealth, and achieve long-term financial goals. You will work with individuals, offering tailored financial advice, investment...

Havas CX Canada | Havas Media is looking for an Associate Director, Broadcast Investment with a minimum of 5+ years of experience in the Market Research field. This is a Full-time position in Toronto, ON, Hybrid with a salary range of 170K to 180K based on skills and experience. Applicants must have a minimum Associate Degree to be...