Financial Planner, HNWniche recruitment • Peterborough, ON, Canada

Financial Planner, HNW

niche recruitment • Peterborough, ON, Canada

30+ days ago

Job type

Full-time

Job description

Job Description

This growing firm has existing clients and incoming referrals that a new Planner will be responsible for servicing.
Providing client specific customized plans and recommendations for personal high net worth clients and their businesses.
Presenting thoughtful plans to clients in a way that will highlight the benefits and solutions recommended.
Identifying and assisting with intergenerational wealth management opportunities.
Coordinating with legal, tax and other professionals for smooth planning and integration

Create a job alert for this search

Financial Planner HNW • Peterborough, ON, Canada

Similar jobs

Sales Representative - 60k / Year - Remote

Spade Recruiting • Cavan-Monaghan, Ontario

Remote

Full-time

Quick Apply

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providin...Show more

Last updated: 24 days ago • Promoted

Provincial Program Lead- Therapy

CarePartners • Peterborough, ON, CA

Full-time

As a Program Lead, Therapy, we are looking for a Regulated Therapy professional who is an.You will play a key role in providing consultation, assessment, and interventions for diverse client groups...Show more

Last updated: 14 days ago • Promoted

Fundraising Manager

SeekersGuidance - The Global Islamic Academy • peterborough, on, ca

Full-time

SeekersGuidance is looking for experienced remote fundraisers to actively raise funds for our global mission.This role is for people who know how to.You will focus entirely on fundraising through r...Show more

Last updated: 25 days ago • Promoted

Oracle Cloud Financials Consultant – Accounting Hub

Experis Canada • peterborough, on, ca

Temporary

Our client, a leading organization in the financial services industry, is seeking a Oracle Accounting Hub Expert to join their team.As a Oracle Accounting Hub Expert, you will be part of the Financ...Show more

Last updated: 1 day ago • Promoted

Chief Financial Officer - peterborough

The CFO Centre Canada • peterborough, on, ca

Full-time

Fractional CFO Opportunity – Central Ontario Region.Central Ontario (Ajax, Oshawa, Durham, Kawartha Lakes, Peterborough, Northumberland, Hastings, Prince Edward County, Lennox & Addington).Self-Emp...Show more

Last updated: 1 day ago • Promoted

Oracle Cloud Financials Consultant – Accounting Hub - Experis Canada

Experis Canada • peterborough, on, ca

Temporary

Last updated: 1 day ago • Promoted

Anaplan Engagement Lead

Codex • peterborough, on, ca

Full-time

We are partnering with a fast-growing, boutique Anaplan consultancy to hire an Engagement Lead to support multiple large enterprise implementations kicking off this year.This organization is one of...Show more

Last updated: 1 day ago • Promoted

Statistics Private Tutoring Jobs Cavan

Superprof • Cavan, Canada

Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more

Last updated: 30+ days ago • Promoted

Hybrid Financial Planner - Wealth Planning & Growth

Kawartha Financial Services • Cobourg

Full-time

A financial services organization in Southeast Ontario is seeking a Financial Planner to offer investment and financial planning advice.The ideal candidate has at least 5 years of experience, a fin...Show more

Last updated: 9 days ago • Promoted

Social & Talent Manager

Pophaus • peterborough, ON, ca

Full-time

Why This Role ExistsPophaus works with fast growing consumer brands where community and creators are not “nice to have.This role owns two critical things:Day to day social media execution on Ins...Show more

Last updated: 22 days ago • Promoted

HR Services Specialist

Citation Canada • peterborough, ON, ca

Full-time

HR Services Specialist Location: Remote or Hybrid (if based in London, ON or Toronto, ON)Citation Canada is built on the belief that HR and Health & Safety are essential to the growth of any organi...Show more

Last updated: 7 days ago • Promoted

Reading Private Tutoring Jobs Bewdley

Superprof • Bewdley, Canada

Full-time +1

Last updated: 30+ days ago • Promoted

Chief Financial Officer

The CFO Centre Canada • peterborough, on, ca

Full-time

Last updated: 1 day ago • Promoted

Corporate Travel Consultant

Travel Industry Personnel • peterborough, ON, ca

Part-time

Corporate Travel Advisor (Remote – anywhere within Canada)Location: Remote but must reside within Canada.Schedule: Part-time hours flexible scheduleExperience Level: 2–3+ years Corporate Travel Exp...Show more

Last updated: 7 days ago • Promoted

Financial Planner

Kawartha Financial Services • Cobourg

Full-time

Southeast Ontario (Hybrid work option available).Our Talent Partner will share additional details about our compensation and total rewards during the recruitment process.We offer a comprehensive be...Show more

Last updated: 9 days ago • Promoted

Contract T4 || Senior Cloud Engineer [Azure] - Healthcare

Ampstek • peterborough, ON, ca

Full-time

Job Title: Senior Cloud Engineer (Azure)Location: Remote (Canada)Experience: 10+ YearsMust Have:Terraform, Azure Cloud ServicesH...Show more

Last updated: 13 days ago • Promoted

Web3 Capital Allocation Partner - peterborough

Ducashew Trading & Consultancy • peterborough, on, ca

Full-time

DUCASHEW CONSULTANCY is a premier advisory firm headquartered in Dubai, specializing in providing sustainable and efficient business establishment solutions in the UAE.We cater to startups, small b...Show more

Last updated: 1 day ago • Promoted

Assistant Controller

The Mason Group Inc • cobourg, ontario, Canada

Permanent

Our client in the logistics space is looking for an Assistant Controller to join their team.This role puts you at the centre of Canadian finance operations, from month-end close to strategic cost m...Show more

Last updated: 5 days ago • Promoted