wealth planner

Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous...

Our Story & Purpose: We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We’ve made bold commitments to become net-zero by 2040 across all mortgages and loans, and we’re actively pursuing...

Our Story & Purpose: We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We’ve made bold commitments to become net-zero by 2040 across all mortgages and loans, and we’re actively pursuing...

Elevate your career as a High Net Worth Planner with TD Wealth in Halifax, Nova Scotia. Deliver tailored wealth strategies for HNW and UHNW clients to achieve their goals and legacies. In this role at TD Wealth Private Wealth Management, you will collaborate with advisors to provide personalized financial, tax, and estate planning solutions. Your...

Elevate your career as a High Net Worth Planner with TD Wealth in Halifax, Nova Scotia. Deliver tailored wealth strategies for HNW and UHNW clients to achieve their goals and legacies. In this role at TD Wealth Private Wealth Management, you will collaborate with advisors to provide personalized financial, tax, and estate planning solutions. Your expertise...

Elevate your career as a High Net Worth Planner with TD Wealth in Halifax, Nova Scotia. Deliver tailored wealth strategies for HNW and UHNW clients to achieve their goals and legacies.In this role at TD Wealth Private Wealth Management, you will collaborate with advisors to provide personalized financial, tax, and estate planning solutions. Your expertise...

Description Our Story & Purpose: We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We’ve made bold commitments to become net-zero by 2040 across all mortgages and loans, and we’re...

Optimize member financial health as a Wealth Planner with Vancity, Canada’s largest Living Wage Employer. This full-time, permanent position in Squamish focuses on delivering tailored investment strategies to clients. In this role, you will leverage your financial expertise to guide members in achieving their unique financial objectives. You'll be tasked...

RBC in Timmins, Ontario is seeking a Financial Planner to manage a portfolio of mass affluent clients. You will deliver comprehensive reviews and holistic financial planning, building long-term client relationships through expert advice and ongoing service.The role offers base plus variable compensation, with unlimited earning potential and full benefits,...

Elevate your career as a High Net Worth Planner with TD Wealth in Halifax, Nova Scotia. Deliver tailored wealth strategies for HNW and UHNW clients to achieve their goals and legacies. In this role at TD Wealth Private Wealth Management, you will collaborate with advisors to provide personalized financial, tax, and estate planning solutions. Your expertise...

RBC in Timmins, Ontario is seeking a Financial Planner to manage a portfolio of mass affluent clients. You will deliver comprehensive reviews and holistic financial planning, building long-term client relationships through expert advice and ongoing service. The role offers base plus variable compensation, with unlimited earning potential and full benefits,...

Location: This posting is for an existing vacancy across Wellington‑Altus’ corporate offices. Our organization Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc.,...

Location: This posting is for an existing vacancy across Wellington‑Altus’ corporate offices. Our organization Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc.,...

Location: This posting is for an existing vacancy across Wellington‐Altus' corporate offices.Our organizationFounded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada's Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc.,...

TD Wealth is seeking a Financial Planner in Brockville, Ontario, Canada. You will build strong client relationships, provide tailored investment advice, and drive business growth while staying compliant with regulatory requirements. You will collaborate with a team to deliver high-quality financial planning, use data-driven insights to refine programs, and...

A leading financial institution is seeking a dedicated financial planner in Ottawa to promote growth in proprietary investment business. Responsibilities include providing trusted financial advice, conducting client reviews, and crafting personalized financial strategies. Ideal candidates should have experience in financial planning and hold relevant...

Elevate your wealth planning career with Wellington-Altus as a Senior Wealth Planner. This role focuses on delivering comprehensive wealth solutions for high-net-worth clients across Canada. Reporting to the Associate Vice-President of Advanced Wealth Planning, the Senior Wealth Planner provides tailored wealth management solutions for wealthy individuals,...

Scotiabank is seeking a Senior Total Wealth Planner in Edmonton, AB, to deliver comprehensive financial planning for high net worth clients and act as the field expert in Scotia Wealth Management.You will gather client data, build detailed plans, present strategies, and identify opportunities to deepen client relationships across disciplines. Travel to meet...

Elevate your wealth planning career with Wellington-Altus as a Senior Wealth Planner. This role focuses on delivering comprehensive wealth solutions for high-net-worth clients across Canada.Reporting to the Associate Vice-President of Advanced Wealth Planning, the Senior Wealth Planner provides tailored wealth management solutions for wealthy individuals,...

Scotiabank is hiring a Financial Advisor for Investment & Retirement Planning at Scarborough Town Centre, Toronto. This role involves establishing relationships with clients, providing financial advice, and promoting investment growth. The successful candidate will have experience in financial planning, a CIFP/CFP designation, and be a Certified Mutual...