Director of Holistic Estate

A leading financial services organization in Toronto is looking for a Planning Director in Estate and Financial Planning Services. In this role, you will develop advanced financial plans for high-net-worth clients and support advisors with training and strategies. Candidates should have a CFP certification and at least 5 years in financial planning. The role...

A leading financial services organization in Toronto is looking for a Planning Director in Estate and Financial Planning Services. In this role, you will develop advanced financial plans for high-net-worth clients and support advisors with training and strategies. Candidates should have a CFP certification and at least 5 years in financial planning. The role...

A major financial services company in Toronto seeks a Planning Director for Estate and Financial Planning Services. This role involves developing advanced financial plans for high-net-worth clients, conducting training, and collaborating with advisors. Candidates must hold a CFP and have at least 5 years of financial planning experience. The role offers a...

A major financial services company in Toronto seeks a Planning Director for Estate and Financial Planning Services. This role involves developing advanced financial plans for high-net-worth clients, conducting training, and collaborating with advisors. Candidates must hold a CFP and have at least 5 years of financial planning experience. The role offers a...

A major financial services company in Toronto seeks a Planning Director for Estate and Financial Planning Services. This role involves developing advanced financial plans for high-net-worth clients, conducting training, and collaborating with advisors. Candidates must hold a CFP and have at least 5 years of financial planning experience. The role offers a...

Job Description Grade: P9 Referral Level: Level 3 Division: MI-DR IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians...

Job DescriptionGrade: P9Referral Level: Level 3Division: MI-DRIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet...

**Job Summary** **What is the opportunity?** As an Associate Director (AD), you will be required to support Directors in the Bank’s Real Estate Markets group. You will be responsible for analyzing and underwriting new loan requests with the use of the Bank’s Risk Assessment Framework, Financial Analysis and Credit Tools. The primary responsibility of...

Job Description :Role SummaryThis role is part of the Business Growth, Retail Advice & Solutions (RA&S). As a member of the Estate and Financial Plannings Services (EFPS) support team, this role is responsible for growing financial planning capabilities across Sun Life Financial Distributions (SLFD). Reporting to the Regional Director, of EFPS, this...

Planning Director, Estate and Financial Planning Services page is loaded## Planning Director, Estate and Financial Planning Serviceslocations: Toronto, Ontario: Sun Life Waterloo King: Nova Scotia Telecommuters: Newfoundland and Labrador Telecommuters: New Brunswick Telecommuterstime type: Full timeposted on: Posted Todayjob requisition id: ...