Financial Planning Expert
15 hours ago
- Education: Bachelor's degree is required for this role, or equivalent experience in a related field.
- Experience: 1 year to less than 2 years of experience in investment planning, or a related field.
- Identify clients' financial goals and develop tailored financial plans to achieve them.
- Conduct thorough analyses of clients' financial records to provide informed investment advice.
- Develop and implement comprehensive financial plans, including cash management, insurance coverage, investment planning, and estate planning.
- Recommend and arrange for the sale of suitable financial products and investments for clients.
- Candidate must hold the Canadian Securities Course (CSC) certification.
- Canadian Institute of Financial Planning Course is also required.
- Work Term: Permanent full-time position.
- Work Language: English.
- Hours: 30 hours per week.
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Financial Planning Expert
3 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeAt Tianxin Financial Services Corp, we are seeking a skilled Financial Planning Expert to join our team. The ideal candidate will have a strong background in education and experience in financial planning, with a focus on identifying clients' financial goals and objectives. Key responsibilities include analyzing clients' financial records, developing...
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Financial Planning Expert
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeWe are seeking a skilled Financial Planning Expert to join our team at Tianxin Financial Services Corp. The ideal candidate will have a strong background in education and experience in financial planning, with a focus on identifying clients' financial goals and objectives.The successful candidate will have a Bachelor's degree or equivalent experience, and...
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Financial Planning Expert
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeJob SummaryTianxin Financial Services Corp is seeking a skilled Financial Planning Expert to join our team. As a key member of our wealth management team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesDevelop and implement...
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Financial Planning Expert
1 week ago
Hamilton, Ontario, Canada Royal Bank of Canada Full timeJob Title: Financial AdvisorJob Summary:We are seeking a highly skilled Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Communicate with clients to understand their financial goals and provide...
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Financial Planning Advisor
2 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeFinancial Planning AdvisorTianxin Financial Services Corp is seeking a skilled Financial Planning Advisor to join our team. As a Financial Planning Advisor, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients'...
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Financial Planning Specialist
3 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Tianxin Financial Services Corp. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the financial industry.The Financial Planning Specialist will be responsible for identifying clients' financial goals and objectives, analyzing their financial records,...
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Financial Planning Strategist
2 days ago
Hamilton, Ontario, Canada Scotiabank Full timeRequisition ID: 201294At Scotiabank, we're seeking a Financial Planning Strategist to join our team of financial experts. As a key member of our wealth management team, you'll be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.The ideal candidate will have a strong...
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Financial Planning Specialist
2 weeks ago
Hamilton, Ontario, Canada Cowan Insurance Group Full timeCowan Insurance Group is seeking a highly skilled Financial Planning Specialist to play a key role in our wealth management team. As a Financial Planning Specialist, you will be responsible for developing and maintaining strong relationships with clients, identifying their financial needs, and providing tailored solutions to meet those needs. You will work...
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Financial Planning Specialist
3 weeks ago
Hamilton, Ontario, Canada Scotiabank Full timeAs 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...
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Financial Services Officer
4 weeks ago
Hamilton, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeJob Title: Financial Services OfficerDUCA Financial Services Credit Union Ltd. is seeking a highly skilled and motivated Financial Services Officer to join our team. As a Financial Services Officer, you will play a key role in helping our members achieve their financial goals by providing expert advice and guidance on a range of financial products and...
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Financial Services Officer
4 weeks ago
Hamilton, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeJob Title: Financial Services OfficerDUCA Financial Services Credit Union Ltd. is seeking a highly skilled and motivated Financial Services Officer to join our team. As a Financial Services Officer, you will play a key role in helping our members achieve their financial goals by providing expert advice and guidance on a range of financial products and...
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Financial Planning Specialist
3 weeks ago
Hamilton, Ontario, Canada Mohawk College Full timeFinancial Planning AnalystWe are seeking a highly skilled Financial Planning Analyst to join our team at Mohawk College. As a key member of our finance department, you will play a critical role in supporting the college's financial planning and analysis functions.Key Responsibilities:Develop and maintain financial models and forecasts to support strategic...
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Financial Planning Specialist
4 weeks ago
Hamilton, Ontario, Canada Mohawk College Full timeFinancial Planning AnalystWe are seeking a highly skilled Financial Planning Analyst to join our team at Mohawk College. As a key member of our finance department, you will play a critical role in supporting the college's financial planning and analysis functions.Key Responsibilities:Develop and maintain financial models and forecasts to support strategic...
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Financial Planning Specialist
1 month ago
Hamilton, Ontario, Canada Mohawk College Full timeFinancial Planning Analyst OpportunityWe are seeking a highly skilled Financial Planning Analyst to join our team at Mohawk College. As a key member of our finance department, you will play a critical role in supporting the college's financial planning and analysis functions.Key Responsibilities:Develop and maintain financial models and forecasts to inform...
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Financial Planning Specialist
1 month ago
Hamilton, Ontario, Canada Mohawk College Full timeFinancial Planning Analyst OpportunityWe are seeking a highly skilled Financial Planning Analyst to join our team at Mohawk College. As a key member of our finance department, you will play a critical role in supporting the college's financial planning and analysis functions.Key Responsibilities:Develop and maintain financial models and forecasts to inform...
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Financial Planning Consultant
1 month ago
Hamilton, Ontario, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Financial Planning Consultant to join our RBC Family Office Services team. As a key member of our team, you will be responsible for providing direct support to RBC Dominion Securities advisors in a designated market, delivering client-facing planning for target clients, and working with branch...
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Financial Planning Consultant
1 month ago
Hamilton, Ontario, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Financial Planning Consultant to join our RBC Family Office Services team. As a key member of our team, you will be responsible for providing direct support to RBC Dominion Securities advisors in a designated market, delivering client-facing planning for target clients, and working with branch...
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Financial Planning Manager
2 weeks ago
Hamilton, Ontario, Canada Chennai Caters Inc. Full timeAt Chennai Caters Inc., we are seeking a highly skilled Financial Planning Manager to join our team. As a key member of our finance department, you will be responsible for planning and controlling budgets and expenditures, establishing and implementing policies and procedures, and designing and managing investment strategies.The ideal candidate will have a...
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Financial Planning Specialist
2 weeks ago
Hamilton, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs 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' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...
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Financial Planning Manager
2 weeks ago
Hamilton, Ontario, Canada Chennai Caters Inc. Full timeAt Chennai Caters Inc., we are seeking a highly skilled Financial Planning Manager to join our team. The successful candidate will be responsible for planning and controlling budget and expenditures, establishing and implementing policies and procedures, and designing and managing investment strategies.The ideal candidate will have a Bachelor's degree and 2...