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Hybrid Wealth Planner: Create & Deliver Financial Plans

Job in Toronto, Ontario, C6A, Canada
Listing for: Société Financière Manuvie
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Une entreprise de services financiers est à la recherche d'un Planificateur de patrimoine pour soutenir ses conseillers indépendants. Le candidat idéal aura 5 à 8 ans d'expérience et une désignation en planification financière, comme le CFP®. Ce rôle requiert la capacité d'interagir avec les clients, d'élaborer des plans financiers et de travailler en équipe. Une maîtrise du français et de l'anglais est essentielle, tout comme la capacité d'analyser des informations complexes.
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