Entrepreneurial Financial Planner — Flexible Hours, Mobile Role

A leading financial services provider in Kingston is seeking a Financial Planner to develop client relationships and provide high-quality financial advice. The role involves driving investment sales, engaging with clients, and participating in community events. Ideal candidates will have a background in financial planning, strong interpersonal skills, and...

A leading financial institution in Canada seeks a Financial Planner to develop client relationships and provide tailored financial advice. The role requires experience in financial planning and investment sales, along with relevant certifications. This position offers an entrepreneurial culture, flexibility in meeting clients, and a compensation structure...

A leading bank in the Americas is looking for a Financial Planner to build and deepen client relationships. The ideal candidate will have experience in financial planning and investment sales, with a CFP® or PFP® designation. Responsibilities include driving investment sales, establishing business opportunities, and providing personalized financial...

A leading North American bank is seeking a Financial Planner in Ontario to build and deepen mass affluent client relationships through high-quality financial advice. This role emphasizes proactivity in client outreach and aims to drive investment sales while adhering to compliance regulations. Applicants should possess 3+ years in financial planning,...

A leading financial institution in Canada seeks a Financial Planner to develop client relationships and drive investment sales. This role requires a strong background in financial planning and investment sales, along with excellent networking skills. The position offers flexibility, a competitive compensation structure, and the opportunity to build a...

Requisition ID: 228305 Join 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...

A leading financial institution in Canada seeks a Financial Planner to develop client relationships and drive investment sales. This role requires a strong background in financial planning and investment sales, along with excellent networking skills. The position offers flexibility, a competitive compensation structure, and the opportunity to build a...

Requisition ID: 228314 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning” postings.” What...

Join a purpose-driven winning team committed to results in an inclusive and high-performing culture. What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass‑affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your...

A leading financial institution in London is seeking an Investment and Retirement Planner to create custom investment solutions for clients. This role focuses on providing tailored financial planning advice, acquiring new clients, and developing strong business referral networks. Candidates should have a financial planning designation and a minimum of 2...