Financial planner Jobs in Mount Pearl, NL
Last updated: 10 hours ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by prov...Show moreLast updated: 30+ days ago
Some would say we're in the pension business.We like to say we're in the people business.One that focuses on creating an inclusive and diverse culture for everyone who comes through our doors.One t...Show moreLast updated: 9 days ago
This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.Key responsibiliti...Show moreLast updated: 30+ days ago
Safely operate, repair, rebuild and perform maintenance on Company owned or leased heavy duty diesel trucks and equipment including rolling stock to ensure its ability to operate safely.Diagnose an...Show moreLast updated: 30+ days ago
Would you enjoy learning new things in a fast paced environment? Do you have an appetite for variety and challenging business problems to solve? Are you a great communicator who can clearly articul...Show moreLast updated: 30+ days ago
Are you ready to take your career to new heights in a dynamic and rapidly evolving environment? We are seeking a passionate and experienced Senior Analyst to join our North America Group Financial ...Show moreLast updated: 30+ days ago
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients.
Alongside your own prospecting and networking activity, you are fully su...Show moreLast updated: 10 hours ago
Grow your business, your way - with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.
Maybe you've dreamed of start...Show moreLast updated: 30+ days ago
Toronto, ON; Burlington, ON; Calgary, AB; Edmonton, AB; Fredericton, NB; Halifax, NS; Kitchener, ON; Moncton, NB; Ottawa, ON.
Regina, SK; Saint John, NB; Saskatoon, SK; St.At Deloitte, we are drive...Show moreLast updated: 30+ days ago
Beothic Fish Processors Limited is currently seeking a business, finance and entrepreneurial minded professional to join our team as Chief Financial Officer.
This position reports directly to our Pr...Show moreLast updated: 1 day ago
What’s holding you back from building your own business?.Take control of your life and determine your own success.Enjoy financial independence and work life balance.
As a Sun Life advisor, you’ll re...Show moreLast updated: 30+ days ago
Assign financial projects and activities to workers in order to improve business decisions.Coordinate the organization's financial operations and budget activities in order to optimize financial pe...Show moreLast updated: 30+ days ago
Key Responsibilities for the Job : .Provide consistent and complete financial data to the actuary Financial statement preparation Financial reporting and asset management Business case analysis Budge...Show moreLast updated: 30+ days ago
Provide advanced taxation and other financial planning support for IG Wealth Advisors by responding to their questions or issues received by telephone and e-mail.
Prepare written reports (based on d...Show moreLast updated: 30+ days ago
Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ...Show moreLast updated: 30+ days ago
Financial Planner, St John's
ScotiabankSt John's, NL, CACA$50,000.00–CA$55,000.00 yearly
Chief Financial Officer
Memorial University of NewfoundlandSt. John's, Newfoundland and Labrador We acknowledge that the lands on which Memorial University’s campuses are situated are in the traditional territories of diverse Indigenous groups, and we acknowledge with respect the diverse histo...Show moreLast updated: 30+ days ago
Manager, Member Engagement and Education
Provident10St. John's, NL, CACA$94,700.00–CA$132,700.00 yearly
Permanent
Market Financial Center Manager - Jacksonville South Market - Spanish Language Preferred
Bank of AmericaSaint JohnsCA$48.00 hourly
Full-time
Heavy Duty Mechanic
GFL EnvironmentalNewfoundland, Newfoundland and LabradorCA$31.00 hourly
Full-time
SR Financial Functional Consultant - Workday Success Plans - Spend Management
Workday, Inc.NL, CanadaCA$50,000.00–CA$55,000.00 yearly
Remote
Full-time
Senior Financial Analyst, Internal Controls
Intact Financial CorporationSt. John's, Newfoundland and Labrador, CanadaFull-time +1
- New!
Financial Planner- Investment and Retirement Planning
Royal Bank of Canada>ST. JOHN'S, CanadaFull-time
Financial Service Representative
goeasyMount Pearl, Newfoundland & Labrador, Canada If you are looking to join one of Canada’s fastest growing companies, goeasy Ltd.North America’s Most Engaged Workplaces, we want the best to join our team.
Canada’s largest lease-to-own busine...Show moreLast updated: 14 days ago
Investment Advisor
RBC - Royal BankSt John's, NLCA$20.00 hourly
Vendor Services Financial Manager, Deloitte Global Technology
DeloitteSt. John's, NLCA$85,000.00–CA$156,000.00 yearly
- Promoted
Chief Financial Officer
Beothic Fish Processors LimitedSt John’s, NL, CanadaFull-time
SUN LIFE FINANCIAL ADVISOR
Sun LifeSt. John's, Newfoundland and LabradorCA$60,000.00–CA$62,000.00 yearly
Full-time
finance manager
Seabase Newfoundland LimitedSt. John's, NL, CACA$51.20 hourly
Full-time +1
Financial Analyst
Accountant StaffingSt. John's, NLCA$69,650.00–CA$75,611.00 yearly
Tax & Estate Planning Accountant
IG Wealth ManagementNewfoundland & Labrador, CanadaCA$50,000.00–CA$100,000.00 yearly
Financial Services Representative
CIBCSt. John's, NLCA$25.85 hourly
Financial Planner, St John's
ScotiabankSt John's, NL, CA30+ days ago
Salary
CA$50,000.00–CA$55,000.00 yearly
Job descriptionExperience in financial planning and investment sales is preferred. Successfully completed (or working towards) the Personal Financial Planning (PFP®) designation (or IQPF designation within Quebec), and / or the Certified Financial Planner(CFP®) designation. You’re an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course). You're able to work independently as a self-motivated entrepreneur with minimal supervision. Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. A competitive compensation and benefits package that rewards growing and maintaining your client base. Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software. The ability to build long-lasting client relationships through exceptional advice and service. A work culture that promotes diversity, respect, and inclusion. An organization committed to making a difference in our communities – for you and your clients.
Requisition ID : 201160
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.
Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
Promote the development and sustainable growth of proprietary investment business in the assigned market area by :
- Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
- Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
- Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
- Exercising a collaborative approach when dealing with peers, clients, and partners.
- Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have :
What’s in it for you?