Financial Planner and Wealth Strategist

Job SummaryWe are seeking a highly motivated Wealth Strategist to join our team at Blue Zones Financial Solutions. As a key member of our Advisory Team, you will play a critical role in helping Canadians build and preserve their wealth.About UsAt Blue Zones Financial Solutions, we help individuals achieve financial freedom so they can create their own blue...

About ScotiabankScotiabank is a cornerstone business within Scotia Wealth Management, earning 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.Job SummaryWe are seeking an experienced Financial...

Job OverviewWe are seeking a highly motivated and experienced Senior Financial Planner to join our team at Blue Zones Financial Solutions. As a key member of our wealth management team, you will be responsible for collaborating with our senior advisors to provide comprehensive financial planning and investment management services to our clients.Your primary...

About the Role">This is a full-time opportunity as a Financial Planner and Wealth Manager with Sun Life Financial in Ottawa, Ontario.">Key Responsibilities:">Build long-term relationships with clients to help them plan financially for various stages of life.Create personalized financial roadmaps to assist clients in achieving their goals.Recommend and...

About TAAG CorporationTAAG Corporation is a reputable Family Office that provides comprehensive wealth management solutions to high-net-worth individuals. We offer a unique blend of investment management, accounting, and legal services to our clients.Job SummaryWe are seeking an experienced and dedicated Wealth Manager to join our team. The ideal candidate...

Financial Planning and Investment Sales OpportunityWe are seeking an experienced Financial Planner to join our team in Ottawa, Canada.About the Role:This is a unique opportunity to work with clients to develop and deepen relationships by providing high-quality investment advice and service within the mass affluent market. As a Senior Investment Strategist,...

About ScotiabankScotiabank is a leading bank in the Americas, guided by its purpose: 'for every future'. We help our customers, their families, and communities achieve success through various advice, products, and services.Job OverviewThis Senior Financial Planning Strategist role at Scotiabank offers an exciting opportunity to join a winning team that's...

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.Your priority is to provide investment and financial planning advice to help clients meet their unique goals. You will be focused on investment sales and new client acquisition, as...

Role SummaryWe are seeking a highly skilled Senior Financial Consultant to join our team in Ottawa. As a key member of our wealth management team, you will be responsible for providing expert financial advice to high net worth individuals and families.Key ResponsibilitiesAs a Senior Financial Consultant, you will:Contribute to the overall success of our...

About ScotiabankScotiabank is a leading financial services provider in Canada.About the RoleWe are seeking an experienced Financial Planner to join our team as an Investment Advisor, Wealth Manager. In this role, you will be responsible for developing and deepening client relationships by providing high-quality investment advice and service within the mass...

Algonquin College OverviewThe Algonquin College is a leading institution of higher education in Canada, known for its innovative approach to education and research. Our mission is to provide students with the skills and knowledge needed to succeed in an ever-changing world.Job Title: Financial Sustainability StrategistSalary: $120,000 - $150,000 per yearJob...

Job OverviewWe are seeking a highly skilled Intermediate to Senior level Urban Planner to join our team at BuildingIN. As an Urban Planning Strategist, you will play a key role in collaborating with municipalities to design and implement actionable, scalable solutions that align with the vision of BuildingIN.

About Desjardins Financial Security Independent NetworkWe are a Canadian leader in the financial services industry with a dynamic coast-to-coast network, comprised of 40 financial centres and more than 1,200 associate partners.Our Track RecordWe believe in listening to our associates' needs for providing the products and tools needed to maximize their value...

Job DescriptionWe are seeking a skilled Financial Planner to join our team in Ottawa, Canada.About the RoleThis is a fantastic opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.You will focus on investment sales and new client acquisition, as well as establishing business...

Job SummaryWe are seeking an experienced Financial Wellness Portfolio Manager to join our team at Aviso Wealth Inc.About the RoleThe successful candidate will be responsible for building customized financial wellness plans for our members, assisting them in achieving their long-term financial goals.You will work closely with our MSOW2s to identify...

Expert Bookkeeping and Profit MaximizationWe are seeking a highly skilled Accounting Financial Strategist to join our team at Plus Advisors Inc. Our ideal candidate is passionate about unlocking business potential through expert bookkeeping and profit maximization services.

Unlock Your Earning Potential as a Senior Financial StrategistWe are seeking a highly motivated and experienced Senior Financial Strategist to join our team at the Bank of Montreal. As a key member of our sales and service team, you will play a crucial role in helping our customers achieve their financial goals.About the Role:This is a challenging and...

About UsAt Blue Zones Financial Solutions, we're dedicated to helping Canadians build and preserve their wealth. Our mission is to empower individuals to live their best lives while making a positive impact on future generations.

Role OverviewWe are seeking a highly skilled Financial Wellness Portfolio Specialist to join our team at Aviso Wealth Inc. This is an exciting opportunity for a motivated individual to build strong relationships with members, understand their financial goals, and provide tailored solutions to help them achieve financial wellness.

OverviewAviso Wealth Inc is seeking a skilled Financial Wellness Portfolio Manager to join our team. This role involves taking ownership of term renewals and assisting members in building customized financial wellness plans.