Financial Planner
5 hours ago
Kismet Wealth Group Corporation is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.
Key Responsibilities:- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Underwrite new issues of stocks and bonds
- Certified Canadian Securities Course (CSC)
- Canadian Institute of Financial Planning Course
- Conduct and Practices Handbook course
- Quick Books proficiency
- Experience in mutual funds
- Specialization in financial planning, trading, wealth management, and accounting
The ideal candidate will have a strong understanding of financial planning principles and practices, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.
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Financial Planner
3 days ago
Toronto, Ontario, Canada Kismet Wealth Group Corporation Full timeJob Title: Financial PlannerKismet Wealth Group Corporation is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients' financial goals and...
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Financial Planner
3 days ago
Toronto, Ontario, Canada Kismet Wealth Group Corporation Full timeJob Title: Financial PlannerKismet Wealth Group Corporation is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients' financial goals and...
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Financial Planner
5 days ago
Toronto, Ontario, Canada Kismet Wealth Group Corporation Full timeJob Title: Financial PlannerKismet Wealth Group Corporation is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients' financial goals and...
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Financial Planner
5 days ago
Toronto, Ontario, Canada Kismet Wealth Group Corporation Full timeJob Title: Financial PlannerKismet Wealth Group Corporation is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients' financial goals and...
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Financial Planner
4 days 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
4 days 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
1 week ago
Toronto, Ontario, Canada Royal Bank of Canada Full time{"Job Title": "Financial Planner", "Job Summary": "As a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients\u2019 financial circumstances, creating long-term relationships through superior advice, financial planning...
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Financial Planner
4 weeks ago
Toronto, Ontario, Ontario, Canada Options Consulting Solutions Full timeFinancial PlannerFinancial Services IndustryToronto, ON Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting services to a...
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Financial Planner Professional
5 days ago
Toronto, Ontario, Canada Options Consulting Solutions Full time{"h1": "Financial Planner Role at Options Consulting Solutions", "p": "We are seeking a skilled Financial Planner to join our team at Options Consulting Solutions. As a Financial Planner, you will be responsible for managing a book of business in Toronto, maintaining relationships with current clients, and providing tailored solutions to help high-net worth...
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Financial Planner Professional
5 days ago
Toronto, Ontario, Canada Options Consulting Solutions Full time{"h1": "Financial Planner Role at Options Consulting Solutions", "p": "We are seeking a skilled Financial Planner to join our team at Options Consulting Solutions. As a Financial Planner, you will be responsible for managing a book of business in Toronto, maintaining relationships with current clients, and providing tailored solutions to help high-net worth...
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Financial Planner
2 days ago
Toronto, Ontario, Canada RBC Full timeJob SummaryRBC is seeking a skilled Financial Planner to create custom investment solutions for prospective and existing clients. As an RBC Investment and Retirement Planner, you will provide world-class advice and solutions to help clients achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement tailored financial planning...
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Financial Planner
2 days ago
Toronto, Ontario, Canada RBC Full timeJob SummaryRBC is seeking a skilled Financial Planner to create custom investment solutions for prospective and existing clients. As an RBC Investment and Retirement Planner, you will provide world-class advice and solutions to help clients achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement tailored financial planning...
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Financial Planner I
2 weeks ago
Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe 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 play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial planning and analysis to identify clients' financial...
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Financial Planner I
2 weeks ago
Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe 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 play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial planning and analysis to identify clients' financial...
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Financial Planner I
2 weeks ago
Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe 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 play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial planning and analysis to identify clients' financial...
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Financial Planner I
3 weeks ago
Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe 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 play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial planning and analysis to identify clients' financial...
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Financial Planner
13 hours ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeAs a Financial Planner at RBC, you will manage and grow a portfolio of mass affluent clients, providing comprehensive reviews and creating long-term relationships through superior advice and services. Key Responsibilities: Provide tailored financial planning advice and help clients reach their goals using RBC's investment, credit, and everyday...
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Financial Planner
2 days ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help...
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Financial Planner
2 days ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help...
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Financial Planner
22 hours ago
Toronto, Ontario, Canada RBC - Royal Bank Full time{"Job Summary": "As a Financial Planner at RBC, you will create custom investment solutions for clients, leveraging our array of investment and portfolio solutions. You will be responsible for acquiring and consolidating existing and new clients, connecting them with the right RBC team members, and developing external business referral sources through...