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Head, Managing Director -Wealth Planning, Private Wealth Canada

BMO

Toronto, ON

• Full-time

…a team of advanced planning professionals with expertise in tax, estate and trust, business advisory & succession planning and philanthropy. Provides advanced planning services to HNW and…

Financial Planning Advisor

CIBC

Toronto, ON

• Full-time

…management strategy – one that combines investment management, estate planning, tax planning, and retirement planning strategies amongst others so they all work together to achieve your…

Senior Financial Planner

National Bank of Canada

Toronto, ON

• Full-time

tax, retirement, and estate planning matters.

VP, Insurance Growth & Distribution

Raymond James

Toronto, ON

• Full-time

…advisors and demonstrating how insurance can address protection, estate, tax, retirement, and wealth-transfer needs within a client’s broader financial…

Financial Planner - Wealth Management

BDO

Toronto, ON

• Full-time

Serve as a resource for clients with needs surrounding financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy…

Financial Planning Analyst

Royal Bank of Canada

Toronto, ON

• Full-time

This is a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.

Financial Planning Analyst

RBC

Toronto, ON

• Full-time

This is a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.

Senior Financial Planner

Meridian Credit Union

Guelph, Ontario

• Full-time

As part of the Wealth team, the Senior Financial Planner takes a proactive approach to help our Members achieve their personal financial goals. With a deep understanding of each Member’s…

Wealth Advisor

Nicola Wealth

Toronto, Ontario

…manage new and existing client relationships providing advice on estate planning, tax and compensation planning, corporate structuring, retirement planning, risk management and insurance,…

Financial Planner (Evergreen)

Raymond James

Vancouver, British Columbia

• Full-time

Liaise with our complimentary departments (tax, insurance, trust) and make note of any estate‐related recommendations/to‐do’s;

(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)

Wealthsimple Technologies

Remote, Canada

• $124,000 to $192,000 CAD / year
• Full-time
• Remote

…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…

Bilingual Financial Planner

Opal Corporate Connections

Remote, Canada

• Full-time
• Remote

Develop comprehensive financial plans covering investments, retirement, tax strategies, estate planning, education funding, and insurance needs.