wealth planner jobs in Toronto

Advance high-net-worth client strategies through financial planning, taxation, and estate planning expertise with National Bank Financial in a hybrid environment. As a Senior Financial Planning Advisor on the Advanced Financial Planning team, you will serve high-net-worth clients and Investment Advisors. You will develop comprehensive plans, provide guidance...

Advance high-net-worth client strategies through financial planning, taxation, and estate planning expertise with National Bank Financial in a hybrid environment. As a Senior Financial Planning Advisor on the Advanced Financial Planning team, you will serve high-net-worth clients and Investment Advisors. You will develop comprehensive plans, provide guidance...

Select how often (in days) to receive an alert:Title: Total Wealth Planner, Advanced Planning Services - OntarioRequisition ID: 274566 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Total Wealth Planning, APS, Client Solutions / Canadian Wealth Management...

Select how often (in days) to receive an alert: Title: Total Wealth Planner, Advanced Planning Services - Ontario Requisition ID: 274566 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Contributes to the overall success of the Total Wealth Planning, APS, Client Solutions / Canadian Wealth...

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. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...

Build something people loveWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets...

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets...

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets...

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...

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...

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets...

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...

GHD seeks a financial advisor to assess clients' financial situations, understand goals, and craft personalized plans addressing investments, retirement, insurance, taxes, and estate planning. You will guide clients and provide ongoing support to secure financial well‐being under changing market conditions.You will monitor portfolios, stay informed on...

Founder & Talent Acquisition Partner, Collins Recruitment Group | Expertise - Banking & Financial Services | Connecting Top Talent with Leading Banks…FINANCIAL PLANNEROur client, a premier Canadian Investment Management and Multi‑Family Office firm serving high‑net‑worth individuals, families, and institutions, is seeking an experienced Financial...

Drive tax optimization for affluent clients as a Senior Tax Planner on Wealthsimple's Wealth Management team in Toronto. Utilize your dual expertise in tax and financial planning to enhance client outcomes. This role focuses on optimizing financial plans for clients within the $1MM–$5MM range, delivering true tax efficiency and creating value where it's...

Transform financial planning in Canada as a Senior Financial Planner with Common Wealth. This role focuses on delivering personalized financial advice and education, empowering members to make confident decisions. Join a rapidly expanding team at Common Wealth that aims to make retirement security accessible to all Canadians. This hands-on position...

Drive tax optimization for affluent clients as a Senior Tax Planner on Wealthsimple's Wealth Management team in Toronto. Utilize your dual expertise in tax and financial planning to enhance client outcomes.This role focuses on optimizing financial plans for clients within the $1MM–$5MM range, delivering true tax efficiency and creating value where it's...

A premier Canadian Investment Management firm is seeking an experienced Financial Planner to join its Private Client Group. This role involves collaborating with portfolio managers to develop financial plans and guide clients through complex decisions. The ideal candidate will have a background in commerce or finance, with at least two years of financial...

A leading investment firm in Toronto seeks a Senior Financial Planner dedicated to delivering outstanding financial planning services. You will manage client engagements, prepare comprehensive deliverables, collaborate with advisors, and maintain up-to-date financial knowledge. Candidates should have extensive knowledge of Canadian financial planning and a...

A leading investment firm in Toronto seeks a Senior Financial Planner dedicated to delivering outstanding financial planning services. You will manage client engagements, prepare comprehensive deliverables, collaborate with advisors, and maintain up-to-date financial knowledge. Candidates should have extensive knowledge of Canadian financial planning and a...