Client-Driven Financial Planner — Flexible Hours

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 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 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...

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...

Owner at R&D Insurance and Financial Services Ltd. and Dominion Lending Centre Company Description RD Financial Solutions and Dominion Lending Centre Role Description This is a full-time on-site role for an Insurance and Financial Planner, located in London, ON. The Insurance and Financial Planner will be responsible for assessing client financial needs,...

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...

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...

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 global bank is seeking a Financial Planner to develop and deepen client relationships through high-quality advice and service. This role offers flexibility in meeting clients and a compensation structure based on client base growth. Ideal candidates will have significant experience in financial planning, investment sales, and possess relevant...

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...