Mass Affluent Financial Planner — Flexible Hours, Mobile
4 days ago
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, relevant certifications, and strong networking skills. The position offers a flexible working environment with a compensation structure based on both base and variable pay.
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Fort Mcmurray, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwes, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Financial Planner in Fort McMurray, Alberta. This role focuses on developing mass affluent client relationships by delivering personalized investment and financial planning advice. As a Financial Planner, you will have the flexibility to meet clients on your schedule while driving new business acquisition and...
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Financial Planner, Scotia Financial Planning
4 weeks ago
London, Canada Scotiabank Full timeRequisition 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...
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Financial Planner, Scotia Financial Planning
4 weeks ago
Eastern Ontario, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southw, Canada Scotiabank Full timeJoin 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...
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Financial Planner, Scotia Financial Planning
1 week ago
London, Canada Scotiabank Full timeRequisition 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...
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Financial Planner, Scotia Financial Planning
3 weeks ago
Ottawa, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Scotiabank Full timeJoin to apply for the Financial Planner, Scotia Financial Planning - Kanata, ON role at Scotiabank Requisition ID: 240970 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...
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Financial Planner, Scotia Financial Planning
4 weeks ago
Quebec, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Scotiabank Full timeOverviewRequisition ID: 228957Join 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)...
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Financial Planner, Scotia Financial Planning
1 week ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Scotiabank Full timeWhat 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 external / internal networks and centres of influence and understand that growing a practice is all...
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Financial Planner, Relationship Manager
2 weeks ago
LONDON, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? ** Please be advised specific Branch location is to be determined. Successful incumbent must be mobile within the London, ON Market ** As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial...
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Financial Planner, Scotia Financial Planning
4 weeks ago
Surrey, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 239279 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...
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Financial Planner, Relationship Manager
2 weeks ago
London, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?** Please be advised specific Branch location is to be determined. Successful incumbent must be mobile within the London, ON Market **As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial...