Financial Planner

Job SummaryAs a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients within the Regina Market. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

Job SummaryAs a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients within the Regina Market. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

Role Summary:This position requires the successful candidate to be Mutual fund licensed and have 3+ years of client-facing financial planning experience.Key Responsibilities:Provide clients with holistic financial plans that consider all aspects of their financial life, including short and long-term goals, tax, retirement, risk management, and estate...

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 focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within...

Requisition ID: 201093At Scotiabank, we're committed to delivering exceptional financial advice and service to our clients. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Using a comprehensive financial planning framework, you'll...

About the RoleWe are seeking a 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...

Role SummaryIn this dynamic role, you will be responsible for developing and maintaining strong relationships with clients to provide personalized investment and financial planning advice. As a highly skilled Financial Planner, you will leverage your expertise to identify client needs and provide tailored solutions to achieve their financial goals.

Financial Planning Career Opportunity at ScotiabankEstimated Salary Range: $80,000 - $120,000 per annum (Canada : Saskatchewan : Regina)We are seeking a skilled and experienced Financial Planner to join our team in Regina, Canada. As a Business Development Financial Advisor, you will play a crucial role in developing and deepening client relationships by...

Requisition ID: 201093At Scotiabank, we're committed to results in an inclusive and high-performing culture.As a Financial Planner, you will develop and deepen client relationships by delivering high-quality advice and service within the mass affluent market. Your clients are your greatest asset, and your priority is providing investment and financial...

Job SummaryWe are seeking a highly skilled and experienced Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesIdentify client life and...

Build a Career with PurposeAs an Investment Advisor with RBC Dominion Securities, you'll have the opportunity to grow your business and help your clients achieve their financial goals.Your Key Responsibilities:You will build and maintain strong relationships with clients, providing them with personalized financial advice and guidance.You will leverage RBC's...

As a Financial Planning Specialist 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.Using a comprehensive financial planning...

Salary: $80,000 - $120,000 per yearCompany OverviewScotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking,...

Job OverviewConexus Credit Union is seeking a Wealth Specialist to join our Thrive Wealth Management team in Regina. As a Wealth Specialist, you will provide expert advice to clients, helping them make informed decisions about their financial futures.Key ResponsibilitiesProvide holistic wealth advice and planning to clientsBuild and maintain a book of...

About the RoleWe are seeking a skilled Wealth Specialist to join our Thrive Wealth Management team. As a key member of our team, you will provide expert advice and guidance to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide holistic wealth advice and planning to clients, including investment advice, retirement...

About the RoleWe are seeking a highly motivated and results-driven Strategic Wealth Development Specialist to join our team. In this role, you will focus on 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...

Job DescriptionGrow your business, your way – with RBCAs a Financial Services Professional at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need...

About the RoleWe are seeking a highly motivated and results-driven Estate Planning Specialist to join our team at Royal Bank of Canada. As an Estate Planning Specialist, you will play a key role in providing insurance-based solutions to clients of RBC Wealth Management.Job SummaryThe successful candidate will support our Estate Planning Specialists in...

   Requisition ID: 200698Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...

   Requisition ID: 210880Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...

Job SummaryJob DescriptionAs an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the Regina Market. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your...

**Job Summary** **What is the opportunity?** As an Associate, you provide proactive sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience. In this role, you collaborate with partners across...

Job Summary Job Description What is the opportunity? RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps...

Advisor, IG Wealth Management, Corporate ChannelLocation(s): ReginaWe are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now! Position...

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

**About Us** **Join the Plannera Team: A Career with Purpose. A Future with Possibilities**. Join our team of passionate pension and benefits professionals dedicated to helping members build a secure financial future! Plannera Pensions & Benefits (Plannera), formerly known as the Public Employees’ Benefits Agency, is on the lookout for talented...

**Duties and Responsibilities**: - Competitive and Industry Analysis_ - Identify the market leaders with the ability to provide insights on product specifications & options. - Understanding of our competitors’ value propositions & performance attributes that contributes to their market share. - Customer Engagement_ - Work directly with targeted customers...

Location - Regina Permanent - Full Time At SaskPower, we generate more than just electricity for Saskatchewan people. We offer some of the best jobs in the province. Our challenging careers will help you grow while being surrounded by a fully-committed team, committed to safety, openness, collaboration and accountability. If you’re someone who thrives...

Faculty/Department University Advancement & Communications Unit University Advancement & Communications-Development Employee Group URFA APT Collective Agreement Consideration Open with preference given to APT members. CUPE 5791 Job Family Category Staff Number of Vacancies 1 Position Summary Are you ready to use your accounting, managerial, and team...

Faculty/Department University Advancement Unit Advancement Services Employee Group URFA APT Collective Agreement Consideration Open with preference given to APT members. CUPE 5791 Job Family Category Staff Number of Vacancies 1 Position Summary Are you ready to use your accounting, managerial, and team leadership skills in support of the efforts of...

Construction Manager - Civil Where Greatness Grows The greatest achievements in history are borne from the greatness within people - where human potential meets vision, and passion fuels evolution. Unlocking this potential is the most important thing we do at Bird. As a leader in Canadian construction for over 100 years, the impact of our team is etched...

PLEASE APPLY THROUGH THRIVE WEBSITE FOR APPLICATION TO BE CONSIDERED: At Thrive, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full...

Requisition ID: 189453 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

Requisition ID: 189453 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

**Mobile Mortgage Specialist**: - 416589BR **Job Category - Primary** - Sales & Business Development **Work Location** - 4240 Albert Street South **Employment Type** - Regular **City** - Regina **Time Type** - Full Time **Province/State** - Saskatchewan **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** - TD...

**Requisition ID**: 189453 **Cost Centre**: costCenter **Employee Referral Program - Potential Reward**: $2,000.00 We are committed to investing in our employees and helping you continue your career at Scotiabank. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business...

Posting Details Job Details Description At Thrive, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of...

Posting Details Job Details Description At Thrive, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of...