133 Financial Planning Specialist jobs in Canada

Job Description

Job Overview

Brightview Wealth Management is a boutique wealth management financial planner firm. Our vision is to help clients accumulate wealth and achieve financial success through distributing top tier financial products and providing sound advice. Partnering with hedge funds, asset management, investment firms, and insurance carriers, we offer award-winning products to match different client’s suitable needs.

As a Brightview Wealth Management Financial Service Representative, you will join the Toronto office to implement sales and marketing strategies to help grow the clientele base. Your core responsibility is to generate leads through building personal and professional relationships. You will work alongside other advisors, issuers, and the sales team to reach and exceed sales objectives. In this role, you will also develop/consolidate your professional network to achieve targets.

Successful Financial Service Representatives will have the opportunity to grow their career within the organization or affiliate partners. This will take hard work, dedication, commitment to ongoing learning, professional development, and a passion for helping others.

If you are meticulous, have an analytical mind, customer-oriented, we certainly would like to have you on-board

Requirements

Must-have

• Ability to analyze data and being able to provide suitable data-based recommendations
• Excellent communication, presentation and negotiation skills
• Outstanding computer knowledge and capability to operate database systems
• Attention to detail, accuracy, and ability to explain complex details clearly
• Demonstrated passion for putting clients first, as well as success in hands-on, target-driven solutions environment
• Drive and self-motivation, as well as excellent communication skills and emotional intelligence · Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Personal flexibility to work flex hours
• Eagerness to learn and determination to succeed Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial, service or retail industry
• Background in financial services, sale or retail sales, marketing, investments, and/or business development
• Mutual Funds/ Insurance accreditation

Responsibilities

As a Brightview “Ambassador”, you will put clients first and find solutions to their individual needs. You will champion the Brightview brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and thrive in a target-based performance environment, you can build a great career with us in future managing positions.

Your day-to-day Responsiblities include:

• Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
  
• Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
• Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of BV partners, or personally fulfil client solutions
• Proactively take ownership of resolving and preventing clients’ problems, providing leadership to the team as a first point of contact.
• Cultivate and maintain relationships with partners to work as one team
• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• The opportunity to build a professional network
• Develop sales and marketing fundamental skill sets
• Dedicated personal support and comprehensive training
• Grow an in-depth understanding of a wide range of personal finance solutions
• Access to the investment team, portfolio managers, and affiliated partners
• Build a great career with us as a future managing leader

We’d like to hear from you. To learn more about a business opportunity that’s flexible and rewarding, and offers a chance for you to grow personally, thrive professionally and serve the community around you.

Please note : For this opportunity, you must be legally entitled to work in Canada, and the age of majority. Brightview Wealth Management Financial Service Representative role is full-time.

Job Description

Your Business. Your Vision. Your Future. Our Support.

Are you ready to take control of your future, unleash your entrepreneurial spirit, and build a business that’s truly YOURS?
At Desjardins Financial Security Independent Network – Toronto West , we’re not just offering you a job — we’re offering you the chance to create your own success story as a Financial Advisor in the GTA

This isn’t your typical 9–5. It’s a career where YOU are in the driver’s seat:

• Freedom & Flexibility – Design your own schedule and choose the clients you want to work with.
• Unlimited Earning Potential – The harder you work, the more you earn — no ceilings, no limits.
• Ownership from Day One – Build equity in your own business. Your clients and renewals are YOURS to keep.
• Impact with Purpose – Help individuals, families, and business owners protect their future and grow their wealth.

Backed by one of the strongest financial institutions in North America , you’ll have the resources of a major brand with the independence of being your own boss.

What You’ll Do

• Build and grow your own client base.
• Market yourself as a trusted financial entrepreneur.
• Provide insurance and investment strategies tailored to each client’s unique needs.
• Create long-term value — for your clients, and for yourself.

What You Bring

• A Life License (HLLQP) or willingness to obtain it.
• Mutual Fund License (Optional)
• A true entrepreneurial mindset — hungry to build and grow.
• Strong networking skills and the drive to attract new clients.
• Experience in sales or financial services is an asset, but not required if you’re motivated to learn.

What You Get

• A complete portfolio of top Canadian insurance & investment products (Desjardins, RBC Insurance, Canada Life, Manulife, IA, Empire, CPP, and more).
• Full ownership of your book of business from Day One.
• Ongoing training, mentorship, and education to fuel your success.
• Office and admin support — without mandatory desk fees.
• Recognition, rewards, and the chance to grow into leadership.
• A generous commission structure with unlimited income potential .

Why Desjardins Financial Security Independent Network ?

• Complete Independence – ownership of book of business
• Access to all major carriers and fund companies – DFSIN is not a captive agency
• Marketing, compliance, training and mentorship support
• A brand trusted for stability, innovation, and growth

This is more than a career — it’s your opportunity to become an entrepreneur with impact . Build your business, live life on your terms, and create the financial future you deserve.

Job Description

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

JOB OVERVIEW 
We are currently seeking a Financial Advisor to join our Employee Financial Services team. In this role, the financial advisor will develop and maintain the relationships for the Assante Financial Management Employee Accounts Program. Working in a team-oriented environment, you will use your organizational, investment knowledge and exceptional communications skills to provide advice and service existing or new clients with their portfolio of in-house products. 
What you will do: 
•    Service existing clients in the Employee Account Program 
•    Ensure asset retention and service excellence primarily over the phone, via correspondence and in person
•    Provide advice, information and execute trades for clients
•    Effectively promote benefits of mutual fund and other investment products to clients
•    Ascertain and analyze client needs and objectives and advise accordingly
•    Investigate and resolve client issues and initiate follow up on research efforts
•    Respond to inquiries and complaints in a professional and proactive manner

What you will bring: 

•    A minimum of two (2) year sales and client service experience within the investment industry
•    Strong knowledge of financial markets with a thorough understanding of Mutual funds
•    Strong client service skills – required to build/maintain relationships with clients, employees and management
•    Sales ability to handle outbound calls/meetings to/with existing clients.
•    Post-secondary education, and IFIC or Canadian Securities Course a must. 
•    Insurance, CFP, CIM & other licensing an asset 
•    Bilingual (French/English) an asset
•    Must demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulations
•    Excellent communication skills: verbal, written and presentation 
•    Detail oriented, professional and analytical, positive attitude and genuine commitment to client service
•    Good knowledge of Naviplan, Snap Projections and Morningstar

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.   Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.  Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. 
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

What we offer:

•    Training Reimbursement
•    Paid Professional Designations
•    Employee Savings Plan (ESP)
•    Corporate Discount Program
•    Enhanced group benefits
•    Parental Leave Top–up program
•    Paid time off for Volunteering 

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747. 

Job Description

The Opportunity

You’re the kind of person who is always looking to learn. You want to grow into something greater and you’re looking for an organization that encourages and supports your professional development. Longevity Achieved promotes advancement and rewards our team members based on individual performance and merit. Sure you’ll have exposure to the team, but all of our people are accountable for their success. Competitive and focused, our team is on a mission to deliver excellence. We also know that this can only be accomplished by supporting our advisor growth and development. By providing frequent feedback and consistently measuring progress, we’ve discovered the recipe for success that’s delivered year over year growth since our first year of business. This a culture of winning. At Longevity Achieved we breed winners.

Responsibilities

• Build and maintain relationships with clients to understand their financial goals and provide suitable recommendations.

• Develop and implement effective sales strategies to meet and exceed sales targets.

• Analyze financial information and market trends to provide accurate and timely advice to clients.

• Stay updated on industry regulations and products to provide clients with up-to-date information and compliance.

• Maintain accurate records of client interactions and transactions for compliance purposes.

• Generate leads through networking, referrals, and cold calling to expand client base.

Experience/Qualifications

• Strong sales skills with a proven track record of meeting and exceeding sales targets.

• In-depth knowledge of financial products, investment options, and market trends.

• Excellent communication and interpersonal skills to build and maintain client relationships.

• Ability to analyze financial information and provide accurate advice to clients.

• Proactive and self-motivated with the ability to generate leads and expand client base.

• Knowledge of industry regulations and compliance requirements.

What's in it for you? (Commissions & benefits)

• Enjoy the flexibility of a hybrid work model, allowing you to work both remotely and at our beautiful office location in Mississauga, ON, Canada.

• Performance-based compensation, untapped earning potential   

• Residual income   

• Customized personal business planning   

• Full marketing support, prospecting, and technical assistance   

• Robust technology stack, including customizable CRM software   

• Customized mentorship program with established advisors and managers   

• Ongoing resources and support, with autonomy to run your own practice   

• Opportunity to qualify for trips to enchanting destinations   

• In-house resources, including discretionary portfolio managers, New Business Support, CPA’s, CFP’s, estate planning attorneys, directors of practice development, and subject-based experts     

Longevity values:   

• DYNAMISM: Fuelling action, speed, and continual excellence.

• UNITY: Harmonising wealth and well-being.

• HONOUR: Upholding trust, duty, and ethical conduct.

• BOLDNESS: Pioneering courage, innovation, and decisive action.

• EMPOWERMENT: Enabling choice, strength, and personal growth.

Qualifications:   

• General understanding of financial services   

• Excellent interpersonal skills   

• LLQP, MFDA or securities license are welcomed but not required
   

To ensure your application is considered, kindly answer our screener questions. They're integral to our selection process, helping us better understand your qualifications and fit for the role.  

Longevity Achieved supports a workforce of diverse backgrounds and encompasses policies and initiatives designed to help all team members feel welcomed and well-equipped to succeed in their roles. We also appreciate every application we receive, but due to our overwhelming response, will only be able to contact those who are in consideration for the position.

Job Description

Salary: $60,221 - $75,276

Join Our Team at Lakeland Credit Union!

Are you a skilled banking professional ready for a fresh opportunity in a welcoming, community-focused environment? At Lakeland Credit Union (LCU), we pride ourselves on delivering exceptional service and fostering a sense of belonging among our members. If you're looking to make a significant impact where your expertise will shine, LCU is the place for you!

About the Opportunity

We have an exciting opportunity for a dedicated Financial Advisor to join our Cold Lake branch on a full-time basis. You will play a crucial role, reporting to the Personal Banking Manager, by recognizing member needs and aligning them with the best financial products and services. Your experience in retail banking and credit assessment will allow you to provide tailored financial advice while building long-term relationships with our valued members.

Key Responsibilities:

• Conduct thorough interviews with members and prospects to understand their financial goals and deliver personalized solutions.

• Cultivate strong relationships by actively monitoring and managing member interactions.
• Proactively anticipate members' needs, identifying solutions that go beyond basic services to address broader financial objectives.
• Provide expert financial advice to help achieve set portfolio targets, actively fostering loyalty through follow-ups and referrals for additional services.
• Recommend loans and manage accounts while identifying and addressing any potential issues properly.
• Support our commitment to service excellence and product knowledge to enhance member onboarding and retention.
• Collaborate with team members to ensure compliance with all relevant regulations and organizational policies.
• Participate in community events to promote Lakeland Credit Union and its initiatives, reinforcing our dedication to community engagement and support.
• Efficiently organize and prioritize daily tasks to ensure a balance of business development, relationship management, and administrative responsibilities.

About You

In order to qualify for this role, you will bring at least 3 years of retail banking and credit assessment experience, along with a genuine passion for providing superior, personalized service. As someone who thrives in a smaller community setting, you're eager to continue your professional growth while contributing to our mission.

Your skills in communication, organization, and time management will be invaluable in this role. You possess a proactive mindset, critical thinking capabilities, and the judgement necessary to make impactful decisions. Above all, you're committed to fostering relationships that enhance our community's well-being.

What We Offer

At Lakeland Credit Union, we are dedicated to making a meaningful difference in the lives of our members and communities. We offer:

• Competitive salary and comprehensive benefits
• Flexible spending account andRRSP matching after just 3 months
• Discounted employee financial services
• Opportunities for personal and professional growth
• A supportive and fun team environment
  

Why LCU?

Move beyond a job with crazy hours and unpredictable schedules. Choose to make a real difference in people's lives and in your community by applying your skills and knowledge at your locally owned financial institution. Join a professional, caring and supportive workplace to move your career forward.

If you are ready to elevate your career and help our members thrive, we'd love to hear from you! Join us at Lakeland Credit Union and start changing lives, one member at a time. Live. Grow. THRIVE here!

Thank you for your interest. Interviews will be conducted as qualified candidates are received. Due to the anticipated volume of applications, only those selected for an interview will be contacted.

Job Description

FINANCIAL ADVISOR Desjardins Financial Security Independent Network

BECOME YOUR OWN BOSS

Being an independent financial services professional means that you are your own boss! Find out what this actually means.

Independence
You decide how to manage your time and organize your work. In other words, you are responsible for your own success .

Freedom
You choose the market in which you want to work (individual or business) and the products you want to offer

Your income is in direct proportion to your efforts and your determination
The only limitations are those you impose on yourself!

Recurring commissions
Your income does not come only from commissions on new sales, but also from commissions on renewals.

Support with your communication and marketing efforts.

Desjardins Group the largest cooperative financial group in Canada, has assets of more than $190 billion as at December 31, 2011. Desjardins Financial Security Independent Network is the preferred distributor of products and services of Desjardins Financial Security .

About Desjardins Group:
Named Bank of the Year 2010 - Canada by The Banker published by The Financial Times .
The Banker 's Top 1,000 World Banks (ranked 91st) 2010.
Global Finance 's 2010 World's 50 Safest Banks: Ranked 25th in world and 4th in North America.
National leader in Canada's 10 Most Admired Corporate Cultures by Waterstone Human Capital, 2010
Ranked first on Corporate Knights magazine's 2012 list of the Best 50 Corporate Citizens in Canada .

Desjardins Group regularly grants in excess of $0 million in donations, sponsorships and scholarships to the Canadian community. Its network of caisses, subsidiaries and Desjardins Financial Security Independent Network financial centres contribute locally to numerous community endeavours that support health, community services, education and culture.

BECOME A PART OF OUR SUCCESS STORY

Desjardins Financial Security Independent Network is part of Desjardins Financial Security , and the Desjardins Group which has assets of over 160 billion, the largest cooperative financial group in Canada and the sixth largest financial institution in the country. We are a Canadian leader in the financial services industry with a dynamic coast-to-coast network, comprised of 40 financial centres and more than 1,200 associate partners.

We are a full service financial services provider with access to multiple insurers and investment fund products. Our track record is based on the quality of support services delivered to associates with a company wide commitment to professionalism. We believe in listening to our associates' needs for providing the products and tools needed to maximize their value in meeting clients' financial planning needs.

Due to our exceptional growth we are looking for individuals to join our success story in the Greater Ottawa Area as Financial Services Planners .

Join the Desjardins Financial Security Independent Network Team and improve your business by:

1. Staying independent, while maintain access to a multi-disciplinary team and qualified experts.
2. Receiving financial backing to purchase viable blocks of business.
3. Having access to multiple insurers and products and more than 60 mutual funds and segregated fund companies.
4. A competitive pooled compensation bonus structure and immediate vesting.
5. Incentive plans based on multiple insurers' products, mutual and segregated funds.
6. New associate training and mentoring programs which are unique in the industry.
7. Market planning and support.
8. Business continuation support.
9. Leading edge technology.

We are looking for people who are:

• Entrepreneurial.
• Problem solvers.
• Out-going.
• Commitment to quality.
• Hard working.
• Professional.
• Service oriented.
• Computer literate.
• Committed to continuing education and personal development.
• Experienced in sales (an asset but not necessary).

Job Description

TITLE: Financial Advisor
LOCATION: Calgary, AB
REPORTING: Senior Financial Advisor

JOB PURPOSE: Why does this role exist?
The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong
client relationships within the firm’s Legacy book of business through regular contact and providing timely,
value-added information, advice and recommendations. The FA is to leverage financial planning tools to
help clients understand what they need to do to reach their goals and to encourage them to act on my
recommendations. This role reports to the Senior Financial Advisor.

KEY ACCOUNTABILITIES:
• Promotes a culture of compliance throughout the firm.
• Recommends strategies clients can use to achieve their financial goals and objectives, including advice
on asset management, asset protection, financial management, retirement planning, tax planning,
business planning and estate planning.
• Manages client base with constant contact strategy.
• Meets with clients to determine their current income, expenses, insurance coverage, tax status,
financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Completes projects and special assignments by establishing objectives; determining priorities; managing
time; gaining cooperation of others; monitoring progress; problem-solving; making adjustments to
plans.
• Exhibits the firm’s values of leadership, teamwork, respect, accountability and passion

CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and
other regulatory bodies.
• Creates, organizes and executes a successful and effective sale process, acquiring new clients along
the way.
• Works within the team on asks such as Insurance Management.
• Is accountable to follow company policies and procedures.

• Utilizes company approved tools and software.

CLIENT MANAGEMENT
• Identifies opportunities and works with the team members to create solutions for clients.
• Manages client relationships.
• Services and expands new and existing clients by introducing them to the firm's services.
• Reviews accounts to determine if life changes necessitate new financial strategies.

LEADERSHIP AND TEAM DEVELOPMENT
• Updates job knowledge by participating in educational opportunities, reading professional
publications; maintains personal networks; participates in professional organizations.
• Identifies and keeps abreast of new market trends; shares and educates where appropriate.

FINANCIAL AND BUSINESS PERFORMANCE
• Responsible for revenue generation and proactively identify opportunities to grow the business
(new and existing clients).
• Identifies opportunities to gather additional assets and/or increase revenue within the existing
client base.

FUNCTIONAL COMPETENCIES
• Ability to see the “big picture” while staying aligned to the firm’s vision.
• Has a love for the financial services industry, specifically financial planning and a desire to grow in this
field.
• Holds self-accountable to high levels of client service with a focus on maintaining and building strong
customer relationships
• Ability to listen, be responsive to client needs and empathy; persuasive and articulate communication
style and strong interpersonal skills to work in this people-oriented business.
• Strong analytical skills, the ability to use databases and conduct financial research, in addition to
excellent math skills.
• Entrepreneurial Spirit – a love to embrace new opportunities and make things happen, thrive in a fast
paced constantly evolving environment.
• Highly organized and results oriented with demonstrated flexibility.
• Strong personal ethics.

QUALIFICATIONS
• College, University degree or equivalent.
• CSC accreditation.
• CIM an asset.
• CFP Designation and Membership in the Financial Planning Association or other industry groups.
• Insurance licensing an asset.
• Should have working knowledge of estate planning, power of attorney, wills, family trusts, insurance
and tax sufficient to discuss these topics with clients and engage or refer to the appropriate specialists.
• Must have proven success in building solid client relationships.
• IT literacy

Job Description

Building a practice at IG Wealth Management

IG Wealth Management advisors rely on their entrepreneurial spirit and drive to grow a business while keeping our clients interconnected financial needs at the core of everything they do. Advisors receive one-on-one mentorship, practice support tools and access to experts that help our clients achieve financial well-being for themselves and their families.

You will build clients' portfolios through exclusive access to a suite of institutional-quality investments that are beyond the reach of typical investors. To deliver the optimal portfolio experience for our clients, we've forged partnerships with some of the world's leading third-party asset managers.

As one of our wealth management professionals, you'll synchronize every aspect of a client's financial life with an IG Living Plan. With your expertise, clients can embrace all of life's possibilities, and so can you.

Job Description

• We are seeking a Financial Advisor to join our team! You will deliver personalized investment, insurance and mortgage solutions to help clients work toward their long-term financial goals.

  Responsibilities:

• Advise clients on insurance & investment strategies and other financial decisions
• Advise clients on mortgage and credit products.
• Assess clients' assets, liabilities and overall financial conditions
• Prepare credit, insurance and investment presentations that explain various financial products
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base

• Qualifications:

• Previous experience in banking, financing, insurance or other financially related fields an asset
• Licensing: life insurance, mortgage brokering a requirement. For the right candidate, we can provide training.
• Proven ability to communicate financial products
• Commitment to ongoing training
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills
• impeccable character
• Ability to multi-task in a fast paced environment with little supervision

Commonwealth Financial was founded in 1995. We are a licensed mortgage, investment and insurance brokerage. Private banking without the bank !

Commonwealth Financial was founded in 1995. We are a licensed mortgage, investment and insurance brokerage. Private banking without the bank !