Networking Event for Financial Planning
3 days ago
Requisition ID: 223559 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: 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 greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. **Promote the development and sustainable growth of proprietary investment business in the assigned market area by**: - Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals. - Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning. - Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. - Fostering strong engagement, educating clients, offering insights, and delivering expert advice. - Exercising a collaborative approach when dealing with peers, clients, and partners. - Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients. **Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have**: - Experience in financial planning and investment sales is preferred. - Successfully completed (or working towards) the CIFP designation. - You’re an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course). - You're able to work independently as a self-motivated entrepreneur with mínimal supervision. - Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. **What’s in it for you?** - A competitive compensation and benefits package tailored for the role - Ability to make a lasting impact on an assigned book of customers - An inclusive culture where we value and recognize our employees’ contributions - An organization committed to making a difference in our communities - for you and your customers. financialplanner Location(s): Canada : Ontario : Kitchener Scotiabank 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, corporate and investment banking, and capital markets.
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Kitchener, Canada D2L Full timeD2L is a cloud company that is modernizing education and building the Future of Work. The old models of teaching and learning are in the midst of the largest transformation in history, and D2L is at the heart of that fundamental shift. New models of teaching and learning enable a personalized, student-centric experience - and deliver improved retention,...
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Kitchener, Canada D2L Full timeD2L is a cloud company that is modernizing education and building the Future of Work. The old models of teaching and learning are in the midst of the largest transformation in history, and D2L is at the heart of that fundamental shift. New models of teaching and learning enable a personalized, student-centric experience - and deliver improved retention,...
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Experienced Financial Advisor/planne
1 week ago
Kitchener, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time**Experienced Financial Advisor/Planner** **Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial independence. Enjoy the work-life balance and quality lifestyle you deserve, all while being your own boss.** **Let’s talk. It’s an exciting time to join...
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Events Coordinator
5 days ago
Kitchener, Canada Area 11 Full time**Job Summary** Area 11 is a growing indoor sports and recreation space in the Kitchener-Waterloo area, hosting cricket, baseball, softball, and multi-sport programs. We’re looking for an energetic and connected individual to help us grow our events and community outreach. This is a **freelance, commission-based opportunity** — ideal for someone who...
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Network Analyst
3 days ago
Kitchener, Canada Region of Waterloo Full timeNetwork Analyst **Job Number**:1926 **Job Type**: Temporary Full-Time **Temp Contract Length**: 15 months **Location**: 150 Frederick St - Regional Admin Headquarters **Job Category**: Information Technology **Number of Positions**:1 **Department**: Infrastructure Operations **Division**: Corporate Services **Hours of Work**: 35 **Union**: CUPE...
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Events Coordinator
1 week ago
Kitchener, Canada Greater Kitchener Waterloo Chamber of Commerce Full time**About Us** **About the Role** The GKWCC is seeking an **Events Coordinator** who is responsible for organizing their own portfolio of events within the Chamber’s annual event calendar, supporting volunteer committees, executing day-to-day administrative tasks of the Events Department, and working alongside a team to deliver successful, high caliber...
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Financial Partner/Universal Associate
2 weeks ago
Kitchener, Canada Heritage Financial Credit Union Full timeFinancial Partner/Universal Associate - Heritage Park Branch – Heritage Financial Credit Union Join a Purpose-Driven Team at Heritage Financial Credit Union where Integrity, Excellence, Teamwork, and Community Matter. Rate of Pay: $20 - $23 per hour depending on experience. Position Purpose As a Financial Partner you will be responsible for promoting the...
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Events Manager
2 weeks ago
Kitchener, Canada Conestoga Students Incorporated Full time**Location**: Conestoga College - Doon Campus (with travel as required to other locations, including, but not limited to, Cambridge, Waterloo, Downtown Kitchener, Guelph, Brantford, and other satellite campuses) **Reporting To**:Sr. Manager, Student Life **Time Requirement**: 35 hours per week (some evenings and weekends may be required) **Pay...
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Financial Planning
3 weeks ago
Kitchener, Canada Medium Full timeJob Title: Financial Planning & Analysis Coordinator (Full time - permanent). Job Salary: $47,500 - $79,000 CAD Reports To: Manager, Financial Planning & Analysis Department/Unit Name: Financial Planning & Analysis In collaboration with Manager, Financial Planning & Analysis, support all activities related to financial planning & analysis for all company...
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Financial Planning and Reporting Manager
3 days ago
Kitchener, Canada YW Kitchener-Waterloo Full timeEducation: Other trades certificate or diploma - Experience: 1 year to less than 2 years **Work setting**: - General office - Social service or charity agency **Budgetary responsibility**: - $8,000,001 + **Tasks**: - Identifying and investigating compliance issues - Plan and control budget and expenditures - Establish and implement policies and...
