Top Financial Planning Advisor

Job Title: Financial Planning AdvisorThe Independent Electricity System Operator (IESO) is seeking a highly skilled Financial Planning Advisor to join our team. As a key member of our Financial Planning and Analysis department, you will play a critical role in supporting the development of financial plans and forecasts that drive business decisions.Key...

About Royal Bank of CanadaRoyal Bank of Canada is a leading financial services provider dedicated to helping clients achieve their goals. Our commitment to excellence, innovation, and customer satisfaction drives our success.Salary & BenefitsWe offer a competitive salary package, including a base salary of $70,000-$90,000 per year, depending on experience,...

Job SummaryThe Independent Electricity System Operator (IESO) is seeking a skilled Financial Planning Advisor to join our team. In this critical role, you will be responsible for managing the financial planning and analysis processes to optimize the achievement of our organization's planned initiatives. This includes delivering accurate and timely financial...

At OTT Financial Inc., we are seeking a highly skilled Strategic Financial Advisor to join our team. This role is responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.ResponsibilitiesCollaborate with clients to understand their financial needs and...

Sun Life Financial is a top provider of life, health and wealth products in the Canadian marketplace.This role represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings.As a Senior Financial Planning Strategist, you will partner with Advisors and other experts to provide advanced planning...

Wealthsimple is seeking a Financial Advisor to join our team. As a Financial Advisor, you will be responsible for supporting our clients with their investment and financial planning needs. This will involve giving unbiased and first-class advice to deliver exceptional client experiences. You will also have the opportunity to lend your subject matter...

Why DUCA Financial Services Credit Union Ltd?We're a dynamic, innovative financial institution that lives our 'profits with a purpose' philosophy in every transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000...

At CI Financial, we're seeking a highly skilled and experienced Director, Tax, Retirement and Estate Planning to join our team. This is a unique opportunity to work with a leading global wealth management and asset management advisory services company.Job OverviewThe Tax, Retirement and Estate Planning team at CI Financial provides tax, retirement and estate...

Requisition ID: 198898Purpose of the Role:The Financial Planning Associate will provide regional support to Scotia Wealth Management advisors and Specialists, working closely with other team members during plan preparation.Key Responsibilities:Prepare plans submitted by Wealth Advisors and Relationship Managers, inputting client data into WealthPrint...

About the RoleThe Senior Financial Planning Associate will provide financial planning support to a dedicated Wealth Advisor team in preparing and delivering personal financial plans to the Advisor's clients.Key ResponsibilitiesChampion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and...

At CI Financial, we believe that our work environment should be a safe and inclusive space where everyone has the opportunity to contribute their unique perspective and ideas. We are driven by a commitment to providing individuals and institutions with high-quality investments and advice.Job OverviewWe are currently seeking a Financial Compliance Specialist...

At Scotiabank, we're committed to helping our clients achieve their financial goals. As a Senior Financial Planning Associate, you'll play a key role in delivering personalized wealth management solutions.Company OverviewScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride...

About the RoleAs a Financial Advisor, Investment & Retirement Planning, you will be a key contributor to the branch sales team, responsible for meeting/exceeding negotiated deposit and investment sales goals. Your primary role is to establish and deepen investment and primary banking relationships with existing customers, as well as those referred by branch...

We are seeking a skilled Financial Planning Specialist to join our team at OTT Financial Inc. The ideal candidate will have a strong understanding of financial planning principles and be able to analyze clients' financial records to develop effective financial plans.Responsibilities:Analyze clients' financial records to identify areas for improvementDevelop...

OverviewAt ScotiaMcLeod, we are a cornerstone business within Scotia Wealth Management, renowned for our integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing their clients' assets.Estimated Salary: $85,000 - $115,000 per yearJob DescriptionThe...

About ScotiaMcLeodAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.We're committed to making a difference in our...

About the RoleWe are seeking a skilled Senior Financial Advisor to join our team in Canada. As a key member of our Canadian Banking Branch network, you will provide exceptional service to our customers and help them achieve their financial goals.Key ResponsibilitiesDevelop personalized financial strategies for clients, including day-to-day banking,...

OverviewPredicting and analyzing financial data is crucial to any successful business, which is why President's Choice Financial needs an experienced Financial Planning Manager on their team.

Financial Planning ProfessionalEstimated salary range: $80,000 - $120,000 per year.About the RoleThis is an exciting opportunity to work as a Senior Financial Planning Expert at Scotiabank in Canada. As a key member of our Wealth Management team, you will be responsible for providing comprehensive financial planning advice to high net worth clients and...

Job Summary We are seeking a skilled Senior Financial Advisor to join our team at Royal Bank of Canada. As a key member of our Commercial Banking department, you will be responsible for providing top-tier financial advice and delivering exceptional client experiences. Key Responsibilities Prospect and lead generation for new and existing clients Portfolio...