Financial Planner, Investment Retirement Planning

We are seeking a highly skilled Senior Financial Planner to join our team at Douglas Stroud, Sun Life Advisor. As a key member of our team, you will play a vital role in helping clients achieve their long-term financial objectives.About UsOur firm is dedicated to providing personalized financial solutions to individuals and families in Saskatchewan. With a...

Requisition ID: 201093 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority...

Job Summary Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients in Regina, SK (please be advised specific location is to be determined and successful incumbent must be mobile within the Regina Market). Alongside...

About Us">Douglas Stroud, Sun Life Advisor, is a renowned expert in insurance and investment planning. With extensive experience in building savings and providing adequate insurance protection, Douglas and his team help clients throughout Saskatchewan create tailored plans based on sound advice.">The primary focus of this role is to enhance client services...

About Our Company">Douglas Stroud, Sun Life Advisor, is a reputable company in the insurance and investment industry. We pride ourselves on delivering exceptional service and expertise to our clients.">Our Mission">At Douglas Stroud, Sun Life Advisor, our mission is to provide personalized financial solutions that meet the unique needs of our clients. We...

Company Overview At Douglas Stroud, Sun Life Advisor, we believe in helping our clients achieve their financial goals through sound advice and strategic planning. Our team of experienced professionals is dedicated to providing exceptional service and guidance to ensure a successful financial future. Job Description As an Associate Advisor, you will play a...

Explore this career opportunity that offers training, progression to senior leadership and business ownership potential As Financial Advisor with a well-established boutique Regina Sask firm, you will work independently as a self-motivated entrepreneur and team member providing highly personalized financial planning services and focused, strategic...

Job Overview">We are seeking a skilled Insurance and Investment Specialist to join our team at Douglas Stroud, Sun Life Advisor. This role involves working closely with clients to understand their financial goals and provide personalized solutions.">The ideal candidate will have:">Strong analytical skills and attention to detailExcellent communication and...

Responsibilities:Natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.You're self-directed, performance-oriented in your approach in discovering our clients needs, listening to understand what they are looking for, customized financial strategies and...

**About Us** **Join the Plannera Team: A Career with Purpose. A Future with Possibilities**. Join our team of passionate pension and benefits professionals dedicated to helping members build a secure financial future! Plannera Pensions & Benefits (Plannera), formerly known as the Public Employees’ Benefits Agency, is on the lookout for talented...

Who we are Douglas Stroud is an experienced insurance and investment advisor that knows the importance of building savings and having adequate insurance protection. Douglas and his team help clients throughout Saskatchewan create plans based on sound advice and help them discover the best strategies to meet their objectives, leading them to a successful...

**Job Summary** **What is the opportunity?** As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will also assist with business development,...

**Location: Various Saskatchewan Locations** Thrive Wealth Management is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice.  Our employees are...

About Financière Sun LifeAs a financial advisor at Financière Sun Life, you have the opportunity to build a purpose-driven career helping individuals, families, and business owners achieve lifetime financial security. Our mission is to provide ongoing support to our advisors, empowering them to succeed in their careers and make a meaningful impact in their...

Job Summary Job Description What is the opportunity?As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

OverviewAs the Head of Finance at Roadtrek Inc., you will play a pivotal role in driving operational and financial success within our dynamic manufacturing environment. We are a Canadian manufacturer of iconic Class B (Campervan) motorhomes, headquartered in Cambridge, Ontario. Our company prides itself on being the proud home of two adventure-driven brands...

Head of Finance Join the team at Roadtrek Inc. , a Canadian manufacturer of iconic Class B (Campervan) motorhomes, headquartered in Cambridge, Ontario We're the proud home of Roadtrek and Westfalia , two adventure-driven brands that inspire people to explore the great outdoors. We are recruiting for a Head of Finance to play a pivotal role in driving...