Wealth Planner

A leading financial institution in Moncton seeks a Financial Planner to develop client relationships and provide tailored financial advice. This role offers a flexible work environment and encourages entrepreneurial growth. Applicants should have a strong background in financial planning, proven networking abilities, and necessary certifications. The...

Select how often (in days) to receive an alert: Requisition ID: 238945 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...

Select how often (in days) to receive an alert: Requisition ID: 238945 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...

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 than two million Canadians meet their financial goals.  Its activities are carried out...

POSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client experience....

A leading bank in the Americas is seeking a Financial Planner in Langley to manage client portfolios, focusing on investment and banking relationship growth. The ideal candidate has experience in financial planning, holds CIFP/CFP certification, and thrives in a collaborative team culture. This role includes competitive compensation and benefits, with a...

A leading financial services provider is seeking a Financial Planner in Langley, Canada, to manage a portfolio of affluent clients. The role focuses on providing tailored financial advice and building lasting relationships through superior service. Candidates should have a Financial Planning Designation and at least 3 years of relevant experience. The...

A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high-quality services in advanced financial...

A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high-quality services in advanced financial...

A career as a Senior Financial Planning Advisor at National Bank Financial (NBF) means supporting clients and NBF investment advisors (IA) in their financial planning needs by providing information and, most importantly, by preparing comprehensive financial plans. The mission of the sector is to offer expertise and high-quality services in advanced financial...