Lead Financial Planner

About the RoleWe are seeking an experienced Lead Financial Planner and Accounting Supervisor to join our team at Genesa Chartered Professional Accountants Corp. As a key member of our accounting department, you will be responsible for leading a team of accountants and providing exceptional financial planning and accounting services to our clients.

Role Summary: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. Your primary goal is to provide investment and financial planning advice to help clients meet their unique goals.Main Responsibilities:Conduct comprehensive...

Role SummaryAs 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. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct in-depth reviews for...

As a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will work closely with clients to understand their unique financial goals and develop customized financial strategies to help them achieve success.Key responsibilities...

Job OverviewTenet Builder seeks a skilled and experienced Senior Financial Planner to join our team. This is a full-time position with a competitive salary of $80,000 - $100,000 per annum.

Job Summary:We are seeking a Senior Financial Planner to join HM Tax and Accounting. The ideal candidate will have 5+ years of experience in planning and administering accounting systems, preparing financial information, statements, and reports, and analyzing financial documents.Responsibilities:Plan, set up, and administer accounting systemsPrepare...

As a Financial Planner at Scotiabank, you will be a key member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking...

As a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your priority will be providing investment and financial planning advice to help clients meet their unique goals.Following a comprehensive financial planning framework, you will be...

Requisition ID: 201895At Scotiabank, we're committed to delivering exceptional results in an inclusive and high-performing culture.As a Financial Planner, you'll focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your top priority will be providing investment and financial...

Job OpportunityRBC Dominion Securities Inc. is a leading investment and wealth management firm that values relationships and collaboration. We are seeking a skilled Associate Wealth Advisor and Financial Planner to join our team.Key ResponsibilitiesDeliver high-value customized advice and wealth management strategies to High Net Worth clients.Work with...

About the RoleThe University of British Columbia is seeking a skilled Strategic Financial Planner to join its finance team in the Faculty of Applied Science. As a key member of the team, you will be responsible for providing high-level financial and budgetary analysis, data management, and reporting to support strong budget management.ResponsibilitiesDevelop...

Job Summary:BMO is seeking a Financial Planner to provide financial and investment planning advice to deliver solutions in the best interests of customers. As a Financial Planner, you will determine client needs and provide solutions through the sales of managed products and services.Responsibilities:Proactively engage with new and existing customers and...

Requisition ID: 208606At Scotiabank, we're seeking a skilled Financial Planner to join our branch sales team. As a key member of our team, you'll contribute to our overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.As a Financial Planner, you'll be...

BMO is seeking a skilled Financial Planner to help individuals and families achieve their financial goals. As a key member of our team, you will provide expert advice on investment planning, retirement savings, and wealth management.Key Responsibilities:Develop and implement personalized financial plans for clients, taking into account their unique needs and...

Requisition ID: 208606At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Planner, you'll play a key role in this effort by managing a portfolio of customers and providing expert advice on investment and retirement planning.Key Responsibilities:Conduct comprehensive reviews for assigned customers, including...

About the RoleWe are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation,...

Job DescriptionWe are seeking a skilled Financial Planner 4 to join our team in Canada, specifically in Newmarket and Aurora, Ontario. This role offers a competitive compensation package and benefits.The ideal candidate will have experience in financial planning and investment sales, with a strong focus on developing and deepening client relationships. A key...

Location: Canada, Ontario, InnisfilWe are seeking a skilled and goal-oriented Financial Planner to join our team at Scotiabank. As a Financial Planner, you will play a crucial role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.You will be focused on investment sales and new...

Unlock your entrepreneurial spirit and turn potential into performance with a lucrative career as a BMO Financial Planner.About the RoleWe're seeking a motivated individual to join our team and help customers achieve their financial goals. As a BMO Financial Planner, you'll have the opportunity to work with a portfolio of clients, providing personalized...

Role SummaryAs 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.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial...