Financial Planner/Investment Specialist
3 weeks ago
Join the Global Community of Scotiabankers to help customers become better off.
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).
-Successfully completed the Personal Financial Planning (PFP(R)) designation,and/or the Certified Financial Planner (CFP(R)) 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.
As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.
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
Candidates must online to be considered for this role.
-
Financial Planner/Investment Specialist
1 month ago
Vancouver, BC, Canada Scotiabank Full timeJoin the Global Community of Scotiabankers to help customers become better off. 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...
-
Financial Planner, Investment Specialist
3 weeks ago
Maple Ridge, Canada Scotiabank Full timeRequisition ID: 195606 Join the Global Community of Scotiabankers to help customers become better off. 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...
-
Investment Specialist Associate
2 weeks ago
Maple Ridge, Canada Scotiabank Full timeRequisition ID: 180106 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...
-
Kamloops, BC, Canada RBC - Royal Bank Full timeJob Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to...
-
Terrace, BC, Canada RBC - Royal Bank Full timeJob Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to...
-
Senior Investment Analyst
3 weeks ago
Kamloops, BC, Canada Canadian Imperial Bank of Commerce Full timeWe’re building a relationship-oriented bank for the modern world. You’ll be joining CIBC’s Investment Specialist team in Personal and Business Banking. As an Investment Specialist, you’ll work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide the right investment planning advice that...
-
Retail Investment Specialist
2 weeks ago
Maple Ridge, Canada TD Bank Full time422177BR Sales & Business Development Maple Ridge, BC November 8, 2023 Hours 37.5 Workplace Model Onsite Pay Details Department Overview At TD Canada Trust, our reputation as a global banking leader comes from the trust and loyalty we earn from serving our more than 11 million customers nationally. As a trusted Investment Specialist, we’ll ensure...
-
Investment Specialist
2 weeks ago
Maple, Canada TD Bank Full time395357BR Sales & Business Development Maple, ON January 11, 2023 Company Overview Department Overview At TD Canada Trust, our reputation as a global banking leader comes from the trust and loyalty we earn from serving our more than 11 million customers nationally. As a trusted Investment Specialist, we’ll ensure you always have the opportunity to...
-
Financial Consultant Investments
2 months ago
Burnaby, BC, Canada Sun Life Financial Full timeYou'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...
-
Prince George, BC, Canada RBC - Royal Bank Full timeJob Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to...
-
Investment Specialist
2 months ago
Kamloops, BC, Canada Canadian Imperial Bank of Commerce Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Prince George, BC, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals. What will you do? Provide...
-
Richmond, BC, Canada Royal Bank of Canada> Full time```html Job Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals. Job Description Provide...
-
Financial Consultant Investments
2 months ago
Nanaimo, BC, Canada Sun Life Financial Full timeApply locations Nanaimo, British Columbia time type Full time posted on Posted 2 Days Ago job requisition id JR00034428 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...
-
Terrace, BC, Canada Royal Bank of Canada> Full timeJob Summary Job Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive...
-
Investment Advisor
2 months ago
Maple Ridge, Canada Royal Bank of Canada Full timeJob Summary Job Description Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll...
-
Saanich, BC, Canada Royal Bank of Canada> Full timeJob Summary What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment...
-
Mobile Mortgage Specialist Assistant
2 weeks ago
Maple Ridge, Canada TD Bank Full time402238BR Retail Banking - Financial Services Maple Ridge, BC March 8, 2023 Company Overview Department Overview The TD Mobile Mortgage Specialist (MMS) sales team is a national retail banking channel responsible for acquisition of new mortgage and home equity line of credit business. Our mandate is to deliver new customers to the bank and to contribute...
-
Mobile Mortgage Specialist Assistant
2 weeks ago
Maple Ridge, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - The TD Mobile Mortgage Specialist (MMS) sales team is a national retail banking channel responsible for acquisition of new mortgage and home equity line of credit business. Our mandate is to deliver new customers to the bank and to...
-
Financial Planner, Investment Retirement Planning
2 months ago
Prince George, BC, Canada Canadian Imperial Bank of Commerce Full timeApply locations Prince George-SprucelandCentre Kitimat, BC Smithers, BC Prince Rupert, BC Quesnel, BC time type Full time posted on Posted 2 Days Ago job requisition id 2320961 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...
