Financial Planner

6 months ago

Barrie, Canada National Bank Full time

A career as a Financial Planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your business relationships, your entrepreneurship, your advisory role and to leverage your leadership. You can join a Bank where you will be recognized and where you can make a positive impact

Your job :

  • Realize personalized financial planning that will meet the needs and objectives of your clients
  • Identify clients' investment and financing needs in order to offer them the best financial planning solutions
  • Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios
  • Keep up with changing customer needs in order to offer adapted solutions and an extraordinary customer experience
  • Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules

This position requires you to be present in the workplace in order to fulfil client and operational needs. We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Your team: 

As part of a large team of colleagues in the Personal Banking sector, you will report to the Financial Planners Manager. You will be responsible for the clientele of three branches in the Barrie/Collingwood/Midland region . The main branch is in Barrie, and you'll have to travel once a week to the Collingowood or Midland branches.

Our learning-by-doing training programs enable you to master your job. Access to colleagues with different expertise, experience and profiles will enrich your development in every way.

Prerequisites :

  • Bachelor's degree (or equivalency recognized by FP Canada) as well as relevant experience in business development in the field of financial advisory services
  • Certified Financial Planner (CFP) Designation or on track to become CFP in the next 12 months
  • Mutual Fund Representative (MFR) Licence
  • Portfolio management experience with business development objectives to achieve
  • Good team player and have a collaborative spirit.
Your benefits


In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.


Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.


We're putting people first


We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.


We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?


Come live your ambitions with us

  • Financial Planner

    6 months ago

    barrie, Canada National Bank Full time

    A career as a Financial Planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their fina

  • Financial Planner/ Insurance Agent

    6 days ago

    Barrie, Canada Ravens Rock Wealth And Estate Planning Full time

    Job Title: Financial PlannerLocation: Barrie, Ontario, CanadaCompany: Ravens RockAbout UsRavens Rock is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With a commitment to personalized service and expert guidance, we provide comprehensive financial planning, investment management, and advanced retirement...

  • Financial Planner

    4 weeks ago

    Barrie, Canada National Bank Full time

    Attendance Hybrid Job number 20741 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 09-Oct-2024 Location: Barrie, Ontario City Barrie Province/State Ontario Area of Interest: Advisory services, Personal banking A career as a Financial Planner, you will play an...

  • Financial Planner

    2 months ago

    Barrie, Canada National Bank Full time

    Attendance Hybrid Job number 20741 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 09-Oct-2024 Location: Barrie, Ontario City Barrie Province/State Ontario Area of Interest: Advisory services, Personal banking A career as a Financial Planner, you will play an...

  • Financial Planner

    2 months ago

    Barrie, Canada National Bank Full time

    Attendance Hybrid Job number 20741 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 09-Oct-2024 Location: Barrie, Ontario City Barrie Province/State Ontario Area of Interest: Advisory services, Personal banking A career as a Financial Planner, you will play an...

  • Senior Financial Planner and Portfolio Manager

    1 week ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    About This OpportunityWe are seeking a highly skilled and motivated Senior Financial Planner and Portfolio Manager to join our team. As an RBC Financial Planner, you will have the opportunity to grow and manage a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances.What You Will DoProvide tailor-made...

  • Financial Planner

    6 months ago

    Barrie, Ontario, A4N, Simcoe region, Canada National Bank Full time

    A career as a Financial Planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. Your work will allow you to develop your...

  • Financial Planner, Portfolio Manager

    4 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Opportunity OverviewAs a Royal Bank of Canada Financial Planner, you will have the opportunity to grow and manage a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

  • High-Performing Financial Planner for Mass Affluent Clients

    2 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Financial Planning Career OpportunityWe are seeking an experienced Financial Planner to join our team in Barrie, Canada. This is a full-time position with unlimited earning potential and full benefits.About the RoleIn this role, you will have the opportunity to grow and manage a portfolio of mass affluent clients. You will provide ongoing comprehensive...

  • Buyer/planner

    6 months ago

    Barrie, Canada Southmedic Inc. Full time

    Southmedic is known globally as an innovative, high quality Canadian medical device manufacturer. At Southmedic you will enjoy an open-minded culture that fosters individual growth and career development within a dynamic team. Southmedic believes in continually investing in our staff; allowing you to reach your full potential through ongoing training and...

  • Financial Services Professional

    1 month ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Unlock Your Potential as a Financial PlannerAt Royal Bank of Canada, we're seeking a talented Financial Planner to join our team. As a key member of our Personal and Commercial Banking division, you'll have the opportunity to build and manage a portfolio of mass affluent clients, providing them with comprehensive financial planning advice and helping them...

  • Strategic Financial Consultant

    2 weeks ago

    Barrie, Ontario, Canada National Bank Full time

    Job Summary:We are seeking a skilled Professional Financial Services Expert to join our team at National Bank. In this role, you will work closely with clients to provide personalized financial planning and advice, helping them achieve their life goals through the development of their financial plan.Key Responsibilities:Develop and implement effective...

  • Senior Financial Advisor

    4 weeks ago

    Barrie, Ontario, Canada National Bank Full time

    Job Summary:We are seeking a skilled Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in helping clients achieve their financial goals through personalized financial planning.Key Responsibilities:Develop and implement financial plans that meet the needs and objectives of clientsIdentify...

  • Expert Financial Services Specialist

    2 weeks ago

    Barrie, Ontario, Canada National Bank Full time

    Lead a Career in Financial PlanningIn this pivotal role, you will play a crucial part in shaping the financial futures of our clients. With expertise in the seven key areas of financial planning, you will collaborate closely with your team to deliver personalized advice and guidance, helping clients achieve their life goals through tailored financial...

  • Associate Planner

    5 months ago

    Barrie, Canada TD Bank Full time

    **Work Location**: Barrie, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **CUSTOMER** - **Identify client life and financial goals, potential barriers, provide recommendations, and ongoing **relationship/portfolio **management**: - **Identify opportunities to refer clients to Partners (Wealth, Retail)**: - **Provide...

  • Manager, Financial Planning

    3 months ago

    Barrie, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a sales Manager, Financial Planning you will lead a team of high performing, highly motivated Financial Planners, delivering growth through sales and market leadership, while leveraging diversity and representation in the local marketplace. **What will you do?** - Build an effective and adaptable team...

  • Financial Services Specialist

    4 weeks ago

    Barrie, Canada National Bank Full time

    A career as a Financial Planner at National Bank will play a pivotal role in shaping the financial futures of our clients. As a key member of our team, you will work closely with clients to develop personalized financial plans that align with their goals and objectives.Your responsibilities will include:Developing and implementing financial plans that meet...

  • Senior Financial Advisor

    4 weeks ago

    Barrie, Ontario, Canada National Bank Full time

    Job Title: Senior Financial AdvisorJob Summary:We are seeking a Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in helping our clients achieve their financial goals through personalized financial planning.Key Responsibilities:Develop and implement personalized financial plans for...

  • Mortgage Agent/broker

    5 days ago

    Barrie, Canada The Mortgage Wellness Group Full time

    **Who We Are** If you’re tired of traditional, stuffy workplaces then you’ll be delighted to find something different with us. We strive to create and maintain a fun and collaborative environment with a team culture that you simply won’t find anywhere else. **What You Will Do** Our Mortgage Planners are the driving force of our business. They are...

  • Financial Services Professional

    4 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Unlock Your Potential as a Financial Services ProfessionalRoyal Bank of Canada is seeking a skilled and motivated individual to join our team as a Financial Services Professional. In this role, you will have the opportunity to build and manage long-term client relationships, leveraging your investment strategy to create customized wealth management and...