Financial Planner/Investment Specialist

Found in: Jooble CA O C2 - 6 days ago

Ontario, Canada Scotiabank Full time

Investment Specialist
As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence and welcome the freedom to grow your own practice. 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. You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements 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:
# Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.

# Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles.
# Conducting complimentary needs analysis across several financial statements, including competitor statements.

# Community Involvement:

# Participating actively in local professional and community events and associations to develop and expand your network.
# Identifying opportunities to deliver community information sessions and financial seminars to grow prospects.
# Building and maintaining a market profile in the assigned market area.
# Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

#

3 years of experience in financial planning and investment sales.
~ You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
~ You are actively working towards a Financial Planning designation.
~ You have completed the education requirements towards a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
~ Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
~ Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
~ A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it's convenient for them.
Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
A work culture that promotes diversity, respect, and inclusion.
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.

  • Financial Planner/Investment Specialist

    Found in: Jooble CA O C2 - 20 hours ago

    Ontario, Canada Scotiabank Full time

    As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centers of influence...

  • Financial Consultant Investments

    Found in: Jooble CA O C2 - 6 days ago

    Ontario, Canada Sun Life Financial Full time

    You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Discover how you can make a difference in the lives of individuals, families and communities around the world. What’s holding you back from building your own...

  • Financial Planner

    Found in: Adzuna CA C2 - 1 week ago

    Mississauga, Ontario, Peel region, Canada Options Consulting Solutions Full time

    About the jobFinancial PlannersFinancial Services IndustryPeel Region, OnOptions Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting...

  • Financial Consultant Investments

    Found in: Jooble CA O C2 - 6 days ago

    Ontario, Canada Sun Life Financial Full time

    Apply locations Thunder Bay, Ontario time type Full time posted on Posted 18 Days Ago job requisition id JR00034423 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential...

  • Financial Services Specialist/Financial Advisor- IIROC

    Found in: Jooble CA O C2 - 3 days ago

    Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Specialist/Financial Advisor- IIROC page is loaded Financial Services Specialist/Financial Advisor- IIROC Apply locations Barrie, ON Orillia, ON time type Full time posted on Posted 3 Days Ago job requisition id 2407784 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who...

  • Financial Planner, Investment Retirement Planning

    Found in: Jooble CA O C2 - 6 days ago

    Ontario, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a...

  • Investment Counselor

    Found in: Adzuna CA C2 - 1 week ago

    Toronto, Ontario, Ontario, Canada BlueSky Investment Counsel Full time

    Company DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...

  • Snr. Financial Advisor IIROC/Snr. Financial Services Specialist

    Found in: Jooble CA O C2 - 6 days ago

    Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Snr. Financial Advisor IIROC/Snr. Financial Services Specialist page is loaded Snr. Financial Advisor IIROC/Snr. Financial Services Specialist Apply locations Vaughan, ON Richmond Hill, ON time type Full time posted on Posted 30+ Days Ago job requisition id 2313990 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Editorial Specialist

    Found in: Jooble CA O C2 - 6 days ago

    Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a large financial institution, is looking for an Editorial Specialist for a 6-month contract located in Toronto. Please note this position is currently a hybrid model. This is an excellent opportunity for a Editorial Specialist with a financial services background As an Editorial Specialist your duties will include but not be limited to: ...

  • Investment Banking Analyst, Financial Institutions

    Found in: Jooble CA O C2 - 6 days ago

    Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a major financial institution in Canada s looking to hire an Investment Analyst to their team for an initial 6-month contract. The role is currently operating on a hybrid model with the office located in Toronto Assist Investment Officers in pursuing commercial mortgage loans by conducting preliminary underwriting analysis, including...

  • Operations Specialist

    Found in: Jooble CA O C2 - 1 week ago

    Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a top 5 financial institution, is looking for a Operations Specialist for a 10-months contract to assist with Investment Industry Regulatory Organization of Canada (IIROC) and the Mutual Fund Dealers Association (MFDA). This role is 1 day in officein Downtown Toronto As a Operations Specialist your duties will include but not be limited...

  • Specialist, Reporting Analyst

    Found in: Jooble CA O C2 - 6 days ago

    Ontario, Canada IFG International Financial Group Ltd Full time

    We have an exciting opportunity with a Financial service client! Our client is looking for aData Governance Specialist for 12 month contract. This is a hybrid role 3 days in the office. Role includes: As the Direct Investing & Advice (DI&A) Data Specialist, work with the Capital Markets Data Governance Lead, Data Owners and other stakeholders in...

  • Document Review Specialist

    Found in: Jooble CA O C2 - 6 days ago

    Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a top 5 bank, is looking for a Document Review Specialist for a 12-month contract located in Toronto. This is an excellent opportunity for a Document Review Specialist with a financial services background. Please note this position is currently a hybrid work arrangement. As a Document Review Specialist your duties will include but not be...

  • Specialist, Technical Writing

    Found in: Jooble CA O C2 - 6 days ago

    Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a large financial institution, is looking for an Editorial Specialist for a 6-month contract located in Toronto. Working on a team of writers that isresponsible for writing, editing, and reviewing content for the Investor’s Edge brokerage website, mobile website, print assets, and other brokerage properties. Demonstrating extensive...

  • Data Governance Specialist

    Found in: Jooble CA O C2 - 6 days ago

    Ontario, Canada IFG International Financial Group Ltd Full time

    We have an exciting opportunity with a Financial service client! Our client is looking for aData Governance Specialist for 12 month contract. This is a hybrid role 3 days in the office. Role includes: As the Direct Investing & Advice (DI&A) Data Specialist, work with the Capital Markets Data Governance Lead, Data Owners and other stakeholders in order...

  • Spécialiste des documents

    Found in: Jooble CA O C2 - 6 days ago

    Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a top 5 bank, is looking for a Document Review Specialist for a 12-month contract located in Toronto. This is an excellent opportunity for a Document Review Specialist with a financial services background. As a Document Review Specialist your duties will include but not be limited to: Acting as a point of contact and communicating product...

  • Investment Analyst

    Found in: Jooble CA O C2 - 6 days ago

    Ontario, Canada IFG International Financial Group Ltd Full time

    Our client, a major financial institution in Canada s looking to hire an Investment Analyst to their team for an initial 6-month contract. The role is currently operating on a hybrid model with the office located in Toronto You will be responsible for the following duties: Assist Investment Officers in pursuing commercial mortgage loans by conducting...

  • Financial Investment Analyst

    Found in: Adzuna CA C2 - 2 days ago

    Markham, Ontario, York region, Canada New Matrixus Consulting Inc. Full time

    Job Overview:We are seeking a highly motivated and detail-oriented Senior Financial Investment Analyst to join our team. As an Investment Analyst, you will be responsible for conducting research, analyzing financial data, and providing insights to support investment decision-making. This is an exciting opportunity to work in a dynamic and fast-paced...

  • Financial Services Specialist/Financial Advisor- IIROC

    Found in: Jooble CA O C2 - 1 week ago

    Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Specialist/Financial Advisor page is loaded Financial Services Specialist/Financial Advisor Apply locations Toronto-Wilson and Keele time type Full time posted on Posted 3 Days Ago job requisition id 2401109 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated...

  • Financial Advisor/Financial Services Specialist

    Found in: Jooble CA O C2 - 6 days ago

    Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/Financial Services Specialist (MFDA/AMF) page is loaded Financial Advisor/Financial Services Specialist (MFDA/AMF) Apply locations Dunnville, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407353 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are...