Current jobs related to Senior Financial Planner - Old Toronto, Ontario - Scotiabank

  • Senior Financial Planner

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Key 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...

  • Senior Financial Planner

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Senior 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...

  • Senior Financial Planner

    2 weeks ago

    Toronto, Ontario, Canada LINDBERG HOMBURGER MODENT DENTAL STUDIOS LTD Full time

    Job 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...

  • Senior Financial Planner

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Key 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,...

  • Senior Financial Planner

    3 weeks ago

    Toronto, Ontario, Canada LINDBERG HOMBURGER MODENT DENTAL STUDIOS LTD Full time

    At 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...

  • Senior Wealth Planner

    4 weeks ago

    Toronto, Ontario, Canada Wellington-Altus Full time

    Job 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...

  • Senior Wealth Planner

    4 weeks ago

    Toronto, Ontario, Canada Wellington-Altus Full time

    Job 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...

  • Senior Financial Planner

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Key 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...

  • Senior Project Planner

    4 weeks ago

    Toronto, Ontario, Canada Syneos Health Full time

    Senior 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...

  • Senior Project Planner

    4 weeks ago

    Toronto, Ontario, Canada Syneos Health Full time

    Senior 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...

  • Senior Director, Financial Planning and Analysis

    4 weeks ago

    Old Toronto, Ontario, Canada MCAP Group of Companies Full time

    About the RoleMCAP Group of Companies is seeking a highly skilled and experienced Senior Director, Financial Planning and Analysis to join our Finance team. As a key member of our leadership team, you will be responsible for providing strategic financial planning and analysis to support business growth and decision-making.Key ResponsibilitiesDevelop and...

  • Senior Director, Financial Planning and Analysis

    4 weeks ago

    Old Toronto, Ontario, Canada MCAP Group of Companies Full time

    About the RoleMCAP Group of Companies is seeking a highly skilled and experienced Senior Director, Financial Planning and Analysis to join our Finance team. As a key member of our leadership team, you will be responsible for providing strategic financial planning and analysis to support business growth and decision-making.Key ResponsibilitiesDevelop and...

  • Financial Planner

    2 months ago

    Toronto, Ontario, Canada Scotiabank Full time

    About 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...

  • Financial Planner

    2 months ago

    Toronto, Ontario, Canada Scotiabank Full time

    About 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...

  • Financial Planner

    3 weeks ago

    Toronto, Ontario, Canada Meridian Full time

    Join 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...

  • Financial Planner

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Role 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...

  • 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...

  • 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...

  • Financial Planner

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    As 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...

  • Senior Financial Planner

    2 days ago

    Toronto, Ontario, Canada OTT Financial Inc. Full time

    Key Responsibilities: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...

Senior Financial Planner

2 months ago

Old Toronto, Ontario, Canada Scotiabank Full time
Senior Financial Planner Opportunity

We are seeking a highly skilled Senior Financial Planner to join our team at Scotia Wealth Management. As a key member of our Centralized Planning Group, you will play a critical role in delivering exceptional financial planning experiences to our clients.

Key Responsibilities:
  • Collaborate with regional advisors to develop comprehensive financial plans that meet the unique needs of our clients.
  • Conduct thorough analysis of client data to create tailored financial planning recommendations.
  • Work closely with the team to ensure seamless execution of financial planning initiatives and strategies.
  • Stay up-to-date with industry developments and best practices in financial planning to continuously improve our services.
Requirements:
  • Minimum 5 years of experience as a financial planner or client-facing advisor.
  • Relevant degree in business, commerce, or financial planning.
  • Certified Financial Planner (CFP) designation or equivalent IQPF designation for Quebec residents.
  • Demonstrated expertise in comprehensive financial planning.
  • Life License (LLQP) for provinces other than Quebec; or willingness to complete.
What We Offer:
  • A dynamic and inclusive work environment that values diversity and innovation.
  • Opportunities for professional growth and development in a leading financial institution.
  • A competitive compensation package and benefits.

At Scotiabank, we are committed to creating an inclusive and accessible environment for all employees. If you require accommodation during the recruitment and selection process, please let us know. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.