Jobs for wealth planner at Toronto

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...

Scotiabank is seeking a Financial Planner in its retail branch network to manage a portfolio of clients, drive investment and retirement planning, and meet deposit and investment sales goals. You will establish and deepen investment relationships, deliver expert advice, and craft personalized financial strategies while leveraging technology to streamline...

RBC Financial Planner in Cornwall, Ontario seeks to grow and manage a portfolio of mass affluent clients, delivering tailored financial planning and ongoing reviews. You provide holistic advice across investments, credit and banking while building long-term relationships and meeting targets. You will work with service partners and local markets to optimize...

Scotiabank is seeking a Financial Planner in its retail branch network to manage a portfolio of clients, drive investment and retirement planning, and meet deposit and investment sales goals. You will establish and deepen investment relationships, deliver expert advice, and craft personalized financial strategies while leveraging technology to streamline...

Wealth Advisor/Financial Planner (Fidelity Canada) Join to apply for the Wealth Advisor/Financial Planner role at Fidelity Canada. Current work authorization for Canada is required for all openings. As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule. At Fidelity, we’ve been helping Canadian investors build better...

Your OpportunityWe are looking for a Financial Planner to join our Wealth Management team. This is a replacement position and the successful candidate will be responsible for:Process client data and complete data entry in financial planning softwareIdentify financial planning needs and solutions for clients by considering the client’s wealth, life goals...

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...

Job DescriptionCurrent work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work scheduleWho We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years.  We offer individuals and institutions a range of trusted investment...

Your Opportunity We are looking for a Financial Planner to join our Wealth Management team. This is a replacement position and the successful candidate will be responsible for: Process client data and complete data entry in financial planning software Identify financial planning needs and solutions for clients by considering the client’s wealth, life...

Wealth Advisor/Financial Planner (Fidelity Canada) Join to apply for the Wealth Advisor/Financial Planner role at Fidelity Canada . Current work authorization for Canada is required for all openings. As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule. At Fidelity, we’ve been helping Canadian investors...

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice. This role involves developing financial planning strategies and managing client relationships remotely. Candidates should have at least 5 years in finance, a relevant degree and certification, and outstanding...

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice. This role involves developing financial planning strategies and managing client relationships remotely. Candidates should have at least 5 years in finance, a relevant degree and certification, and outstanding...

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...

Shape financial futures as an Experienced Financial Planner focused on Wealth Strategy. Tailor solutions that address complex client needs while promoting professional excellence and innovation. You will play a vital role in identifying clients’ financial goals and integrating various elements, including investments, taxes, and estate planning. Your...

RBC is seeking a Financial Planning Analyst within the Family Office Service team in Toronto to deliver comprehensive retirement and estate planning for high net-worth clients. You will develop and tailor the Compass financial plans and collaborate with planning specialists.The role emphasizes tax, retirement, and estate strategies, leveraging advanced...

RBC is seeking a Financial Planning Analyst within the Family Office Service team in Toronto to deliver comprehensive retirement and estate planning for high net-worth clients. You will develop and tailor the Compass financial plans and collaborate with planning specialists. The role emphasizes tax, retirement, and estate strategies, leveraging advanced...

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your...

Putting people first, every dayBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. We offer an award‑winning environment that focuses on your personal and professional growth. Our Opportunity Our Wealth...

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your...