Financial planner Jobs in Welland, ON
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Financial planner • welland on
Last updated: 9 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
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 30+ days ago
Becoming a financial advisor at Northwestern Mutual offers a unique opportunity to start your own business and help clients achieve their financial goals through comprehensive planning.As a financi...Show moreLast updated: 30+ days ago
At Houston Methodist, the Transplant Financial Specialist position is responsible for ensuring that transplant patients will have adequate coverage for their transplant procedure.The Transplant Fin...Show moreLast updated: 30+ days ago
Working under the direction of the Finance Officer, the Senior Financial Analyst will assist with all aspects of financial reporting, which includes month-end close, and budget development for Esti...Show moreLast updated: 30+ days ago
Leo Berwick is an innovative mergers and acquisitions consulting firm.We are comprised of experienced advisors from global law and accounting firms that add value to transactions as trusted partner...Show moreLast updated: 7 days ago
Our client is searching for a Group Tour Planner.Given a high level of previous Groups experience this job can be remote for any candidate living in Southern Ontario.
Working closely with the sales ...Show moreLast updated: 30+ days ago
Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story.
We're looking for people who want more than just a...Show moreLast updated: 30+ days ago
As an RBC Financial Planner you have the opportunity to grow and manage a portfolio of mass affluent clients.You provide ongoing comprehensive reviews of your clients financial circumstances creati...Show moreLast updated: 6 days ago
Welcome to goeasy! At goeasy, our people and culture are at the heart of everything we do, and we’re proud to be recognized for it.
We’ve earned prestigious accolades such as.Canada’s Top Growing Co...Show moreLast updated: 1 day ago
Be among the first 25 applicants.As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments tha...Show moreLast updated: 9 hours ago
Be a part of something different.We may offer the same products and services as a big bank,but we couldn’t be more different.
We’re rooted in purpose and we’re on a mission to.We support nearly 20,0...Show moreLast updated: 30+ days ago
Prepare detailed balance sheet reconciliations.Calculate commissions owed based on invoicing / bookings.Track maintenance billing and revenue.
Prepare report of actual GL details compared with forecas...Show moreLast updated: 30+ days ago
Lien pour partager cette offre d'emploi.Seeking Financial Professionals in Ontario, Canada!.Unlock Your Potential in the Financial Industry with Unprecedented Freedom and Flexibility!.Are you a dri...Show moreLast updated: 30+ days ago
University of Niagara Falls Canada.Be among the first 25 applicants.University of Niagara Falls Canada.Niagara Falls, Ontario, Canada (Onsite).
Hybrid, 2-3 times per week onsite.Offered salary will ...Show moreLast updated: 9 hours ago
Department for the Study of Religion & Department of English.The Faculty of Arts & Science is the heart of Canada’s leading university and one of the most comprehensive and diverse academic divisio...Show moreLast updated: 10 days ago
Welcome to goeasy! At goeasy, our people and culture are at the heart of everything we do, and we’re proud to be recognized for it.
We’ve earned prestigious accolades such as.Canada’s Top Growing Co...Show moreLast updated: 1 day ago
Job Title : Senior Financial Analyst.Length of Assignment : Permanent.Provide business support, leadership and stewardship to sales and management for the division.
Support Month End and Year End Clos...Show moreLast updated: 30+ days ago
- Promoted
Financial Planner - West Brant, Brantford
ScotiabankNiagara Falls, Niagara Region, CanadaFull-time
- Promoted
Financial Advisor
UNAVAILABLEPelham, ON, CanadaFull-time
- Promoted
Financial Advisor
Northwestern MutualPelham, ON, CanadaFull-time
- Promoted
Transplant Financial Spclst
The Methodist HospitalNiagara Falls, ON, CanadaFull-time
Senior Financial Analyst
Niagara Catholic District School BoardWelland, Ontario, CanadaFull-time +1
- Promoted
Director, Financial Due Diligence
Leo BerwickNiagara Falls, Niagara Region, CanadaFull-time
Group Tour Planner #4571A
Travel Industry PersonnelON, CAFull-time
- Promoted
Financial Sales Manager (Branch Manager)
First CitizensNiagara Falls, ON, CanadaFull-time
Financial Planner, Relationship Manager
Royal Bank of CanadaNiagara Falls, Ontario, CanadaFull-time
Financial Service Representative
goeasy Ltd.Niagara Falls, Ontario, CAFull-time
- Promoted
- New!
Financial Advisor
RBCWelland, Niagara Region, CanadaFull-time
- Promoted
Financial Solutions Specialist
PenFinancial Credit UnionNiagara Falls, Niagara Region, CanadaFull-time
Financial Analyst
Harris ComputerOntario, CanadaFull-time
Financial Advisor
Alpe ConceptionOntarioFull-time
- Promoted
- New!
Senior Financial Analyst
University of Niagara Falls CanadaNiagara Falls, Niagara Region, CanadaFull-time +1
- Promoted
Financial Clerk (TERM)
InsideHigherEdNiagara Falls, Ontario, CanadaFull-time
Financial Service Representative
easyfinancialNiagara Falls, Ontario, CanadaFull-time
Senior Financial Analyst
Mier Human Capital MoreoverPeel Region, ONPermanent
- Owen Sound, ON (from $ 65,625 to $ 381,857 year)
- London, ON (from $ 70,000 to $ 352,579 year)
- Saskatoon, SK (from $ 82,000 to $ 311,334 year)
- Richmond Hill, ON (from $ 72,500 to $ 200,000 year)
- Old toronto, ON (from $ 60,000 to $ 200,000 year)
- Terrebonne, QC (from $ 149,026 to $ 191,217 year)
- Ajax, ON (from $ 149,163 to $ 172,788 year)
- Toronto, ON (from $ 61,000 to $ 170,082 year)
- Delta, BC (from $ 134,733 to $ 163,536 year)
- Richmond, BC (from $ 70,363 to $ 163,536 year)
Financial Planner - West Brant, Brantford
ScotiabankNiagara Falls, Niagara Region, Canada30+ days ago
Job type
- Full-time
Job descriptionExperience in financial planning and investment sales is preferred. Successfully completed (or working towards) the CIFPdesignation. 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. Bilingualism in French and English.Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English & French because they will serve English and French speaking clientele. A competitive compensation and benefits package tailored for therole Ability to make a lasting impact on an assigned book of customers An inclusive culture where we value and recognize our employees’ contributions An organization committed to making a difference in our communities – for you and your customers.
Requisition ID : 227503
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
About the role
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?
financialplanner
Location(s) : Canada : Ontario : Niagara Falls
Scotiabank is a leading bank in the Americas. Guided by our purpose : "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
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