Senior Financial Planner
2 days ago
- Identify clients' financial goals and objectives, providing expert advice to help them achieve success.
- Analyze clients' financial records to develop personalized financial plans, ensuring they are on track to meet their objectives.
- Collaborate with clients to make informed decisions about cash management, insurance coverage, investment planning, retirement and estate planning.
- Assist in the planning and execution of financial statement audits, ensuring accuracy and compliance.
- Utilize strong interpersonal skills to build trust with clients, providing exceptional customer service and support.
- Dependability and efficiency in managing multiple tasks and priorities.
- Excellent oral communication and interpersonal awareness skills.
- Organized approach to financial planning and record-keeping.
- Ability to work in a fast-paced environment and adapt to changing circumstances.
- Dental plan and disability benefits for comprehensive health coverage.
- Group insurance benefits and life insurance for added security.
- Free parking available and on-site amenities for a comfortable work environment.
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Senior Financial Planner
3 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeKey Responsibilities:The Senior Total Wealth Planner is responsible for delivering comprehensive financial planning advice and support to high net worth clients. This includes gathering key data and information, preparing and analyzing financial plans, and presenting strategies to clients.Financial Planning Expertise:The ideal candidate will have a...
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Senior Financial Planner
3 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeSenior Total Wealth PlannerScotiabank is seeking a highly skilled and experienced Senior Total Wealth Planner to join our team. As a key member of our Wealth Management group, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Key Responsibilities:Deliver end-to-end goals-based financial plans...
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Senior Financial Planner
2 weeks ago
Toronto, Ontario, Canada LINDBERG HOMBURGER MODENT DENTAL STUDIOS LTD Full timeJob Title: Senior Financial PlannerJob Summary: We are seeking a highly skilled Senior Financial Planner to join our team at LINDBERG HOMBURGER MODENT DENTAL STUDIOS LTD. The successful candidate will be responsible for planning and controlling budgets and expenditures, designing and managing investment strategies, and monitoring financial control...
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Senior Financial Planner
2 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeKey Responsibilities:The Senior Total Wealth Planner is responsible for delivering comprehensive financial planning advice and support to high net worth clients. This includes gathering key data and information, preparing and analyzing financial plans, and presenting related strategies.Accountabilities:Deliver end-to-end goals-based financial plans,...
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Senior Financial Planner
3 weeks ago
Toronto, Ontario, Canada LINDBERG HOMBURGER MODENT DENTAL STUDIOS LTD Full timeAt LINDBERG HOMBURGER MODENT DENTAL STUDIES LTD, we are seeking a highly skilled Senior Financial Planner to join our team. The ideal candidate will have a strong background in financial planning and management, with experience in budgeting and investment strategies.Key Responsibilities:Plan and control budget and expendituresDesign and manage investment...
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Senior Wealth Planner
4 weeks ago
Toronto, Ontario, Canada Wellington-Altus Full timeJob Title: Senior Wealth PlannerJob Summary:We are seeking a highly skilled and experienced Senior Wealth Planner to join our team at Wellington-Altus Private Wealth. As a Senior Wealth Planner, you will be responsible for developing and executing comprehensive wealth plans for our clients, providing expert advice on financial, estate, and tax planning...
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Senior Wealth Planner
4 weeks ago
Toronto, Ontario, Canada Wellington-Altus Full timeJob Title: Senior Wealth PlannerJob Summary:We are seeking a highly skilled and experienced Senior Wealth Planner to join our team at Wellington-Altus Private Wealth. As a Senior Wealth Planner, you will be responsible for developing and executing comprehensive wealth plans for our clients, providing expert advice on financial, estate, and tax planning...
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Senior Financial Planner
3 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeKey ResponsibilitiesThe Total Wealth Planner will be responsible for delivering comprehensive financial planning advice and support to high net worth clients. This includes gathering key data and information, preparing and analyzing financial plans, and presenting strategies to clients.AccountabilitiesFinancial Planning DeliveryDevelop and implement...
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Senior Project Planner
4 weeks ago
Toronto, Ontario, Canada Syneos Health Full timeSenior Project PlannerAt Syneos Health, we are seeking a highly skilled Senior Project Planner to join our team. As a key member of our project management team, you will be responsible for driving the financial health of assigned brands, creating and maintaining yearly and/or project-specific budget scope documents, and developing estimates and managing...
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Senior Project Planner
4 weeks ago
Toronto, Ontario, Canada Syneos Health Full timeSenior Project PlannerAt Syneos Health, we are seeking a highly skilled Senior Project Planner to join our team. As a key member of our project management team, you will be responsible for driving the financial health of assigned brands, creating and maintaining yearly and/or project-specific budget scope documents, and developing estimates and managing...
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Financial Planner
2 months ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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Financial Planner
2 months ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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Financial Planner
3 weeks ago
Toronto, Ontario, Canada Meridian Full timeJoin Our Team as a Financial PlannerAt Meridian, we're committed to helping our members achieve their financial goals. As a Financial Planner, you'll play a key role in providing expert advice and guidance to our members, helping them navigate the complexities of personal finance and achieve financial peace of mind.Key Responsibilities:Develop and implement...
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Financial Planner
3 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeRole OverviewAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct in-depth...
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Senior Media Planner
1 month ago
Toronto, Ontario, Canada Starcom Full time{"title": "Senior Media Planner", "description": "Job SummaryStarcom is seeking a highly skilled Senior Media Planner to join our team. As a performance-media leader, you will be responsible for driving measurable business outcomes through data-driven strategies and meaningful human insights.The ideal candidate will have a strong understanding of the digital...
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Senior Media Planner
1 month ago
Toronto, Ontario, Canada Starcom Full time{"title": "Senior Media Planner", "description": "Job SummaryStarcom is seeking a highly skilled Senior Media Planner to join our team. As a performance-media leader, you will be responsible for driving measurable business outcomes through data-driven strategies and meaningful human insights.The ideal candidate will have a strong understanding of the digital...
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Financial Planner
3 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeAs a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will focus on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned...
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Financial Planner
1 month ago
Toronto, Ontario, Canada Scotiabank Full timeUnlock Your Potential as a Financial PlannerAre you passionate about helping others achieve their financial goals? Do you have a knack for delivering trusted financial advice and sales expertise? We're seeking a talented Financial Planner to join our team at Scotiabank.Key Responsibilities:Conduct comprehensive reviews for assigned customers, including...
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Financial Planner
1 month ago
Toronto, Ontario, Canada Scotiabank Full timeUnlock Your Potential as a Financial PlannerAre you passionate about helping others achieve their financial goals? Do you have a knack for delivering trusted financial advice and sales expertise? We're seeking a talented Financial Planner to join our team at Scotiabank.Key Responsibilities:Conduct comprehensive reviews for assigned customers, including...
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Senior Financial Analyst, Financial Planning
4 weeks ago
Toronto, Ontario, Canada Amica Senior Lifestyles Full timeJoin Our Team at Amica Senior LifestylesWe are seeking a highly skilled Senior Financial Analyst to join our team at Amica Senior Lifestyles. As a key member of our financial planning team, you will play a critical role in driving business growth and success.About the RoleThe Senior Financial Analyst will be responsible for:Developing and maintaining...