Senior Wealth Planner – Total Wealth Strategy

A leading financial services firm in Saskatoon is seeking a Senior Financial Planner to support Advisors in delivering comprehensive wealth management services. The ideal candidate will have a CFP designation or be a CA/CPA willing to obtain it, with at least 2 years of relevant experience. You will engage with clients to create Total Wealth Plans and...

**Wealth Assistant - Affinity Financial Strategies** **Description** Affinity Financial Strategies **Licensed Sales Coordinator** Affinity Financial Strategies (“AFS”) presently has an opening for a Licensed Wealth Assistant. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients...

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Saskatoon) 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...

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Saskatoon) Location: Saskatoon 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...

A leading recruitment agency in Canada seeks a Senior Financial Planner to collaborate closely with an Advisor. You will support clients through comprehensive wealth planning, focusing on deep discovery, implementation of strategies, and enhancing client relationships. The ideal candidate has a CFP designation, strong technical knowledge, and excellent...

A leading Canadian wealth management organization is seeking an individual to join their team as an Associate. This full-time position involves supporting Investment Advisors, providing exceptional client service, and managing various administrative tasks. Ideal candidates will have at least 3 years of experience in the financial services industry, strong...

Requisition ID: 240309. As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

Requisition ID: 240309. As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

Requisition ID: As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll be empowered to...

Requisition ID: As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll be empowered to...