Current jobs related to Financial Planner, Investment Specialist - Canada - Scotiabank
-
Financial Planning Specialist
3 weeks ago
Canada Huxton Black Full timeJob SummaryWe are seeking an experienced Financial Advisor to join Huxton Black as a valuable intermediary between our company and clients.The ideal candidate will possess strong analytical skills, excellent communication abilities, and a deep understanding of financial products and services.The Financial Advisor will be responsible for providing...
-
Investment and Retirement Planning Specialist
1 month ago
Canada Scotiabank Full timeRequisition ID: #Become part of a results-oriented team dedicated to fostering an inclusive and high-achieving environment.About the PositionAs an Investment and Retirement Planning Specialist, you will play a crucial role within the branch sales team, contributing to the overall success by achieving and surpassing set deposit and investment sales targets...
-
Full Time Financial Advisor
5 days ago
Canada Bluebayinvest Full timeFinancial Planning Centre of ExpertiseThe Financial Planning Centre of Expertise at Bluebayinvest enables our Financial Planning Professionals to deliver an outstanding financial planning experience with a high degree of confidence and capability.Key ResponsibilitiesSupport retail financial planners in achieving success in the areas of the Right Skills and...
-
Full Time Financial Advisor
5 days ago
Canada Bluebayinvest Full timeFinancial Planning Centre of ExpertiseThe Financial Planning Centre of Expertise at Bluebayinvest enables our Financial Planning Professionals to deliver an outstanding financial planning experience with a high degree of confidence and capability.Key ResponsibilitiesSupport retail financial planners in achieving success in the areas of the Right Skills and...
-
Senior Financial Consultant
3 weeks ago
Canada Huxton Black Full timeAbout the RoleHuxton Black is seeking an experienced Financial Advisor to serve as a valuable intermediary between our company and clients. As a Senior Financial Consultant, you will provide comprehensive financial guidance and offer tailored recommendations to help clients maximize their financial potential.Key ResponsibilitiesProvide strategic advice...
-
Experienced Financial Advisor
1 month ago
Canada Scotiabank Full timeRequisition ID: #Become part of a purpose-driven team that is dedicated to achieving results within an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, is seeking a skilled, enthusiastic, and client-oriented Financial Advisor to enhance our operations.In this role, reporting to the Regional Manager, you...
-
Indigenous Investment Advisor
1 month ago
Canada Scotiabank Full time $10,000Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 194743 Join a purpose-driven, high-achieving team that values inclusivity and performance. As an Investment Advisor , your primary focus will be on cultivating and enhancing client relationships by delivering exceptional advice and services tailored...
-
Financial Investment Advisor
1 month ago
Canada Canadian Imperial Bank of Commerce Full timeAt Canadian Imperial Bank of Commerce, we are committed to creating a relationship-focused banking experience tailored for today's world. We seek dedicated and skilled professionals who prioritize the best interests of our clients. We value your unique strengths and aspirations, empowering you to make a significant impact in your role. Our team members are...
-
Investment Strategy Associate Manager
1 month ago
Canada Sun Life Financial Full timeJoin a Team of Experts At Sun Life Financial, you will collaborate with talented professionals who are leaders in their respective fields, ready to share their insights and experiences with you. Empower Your Career Your mentors will motivate you to unlock your full potential and achieve remarkable success. Discover how your contributions can positively...
-
Infrastructure Investment Associate
3 weeks ago
Canada Canada Pension Plan Investment Board Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our Infrastructure team as an Associate / Senior Associate. This role will be based in Sydney and will be part of a team primarily covering infrastructure in the Asia Pacific region, including Australia, and may also be involved in investments in other regions working as part of...
-
Financial Investment Manager
1 month ago
Canada Moto Full timeFinancial Investment ManagerHybrid – 2 days in the office and 3 days remoteAt Moto, we thrive in a dynamic and fast-paced environment, perfect for individuals eager to build a career filled with opportunities. If you possess enthusiasm, a commitment to excellence, and a genuine desire to achieve outstanding results, you will excel in this role.The...
-
Financial Investment Consultant
1 month ago
Canada Genesis 创信财富 Full timePositions available in Toronto Branch Genesis Wealth Management Corp, a well-established asset management firm, is actively seeking licensed Dealing Representatives (registered with Exempt Market Dealer) to join our team of financial experts to meet the increasing demands of our clientele. The Dealing Representative will focus on promoting our exclusive...
-
Financial Investment Analyst
1 month ago
Canada Toyota Tsusho America, Inc. Full timeWelcome to the Investment Planning Analyst position at Toyota Tsusho America, Inc.Position OverviewAs a key member of our team, the Investment Planning Analyst will play a crucial role in assessing new investment opportunities and managing ongoing financial activities related to our investments.Key Responsibilities:Conduct comprehensive feasibility studies...
-
Regional Financial Planning Consultant
1 week ago
Canada Bluebayinvest Full timeJob SummaryWe are seeking a highly skilled Financial Planning Consultant to join our team at Bluebayinvest. As a key member of our Financial Planning Centre of Expertise, you will play a critical role in helping our clients achieve their life goals by delivering exceptional financial planning experiences.Key ResponsibilitiesCoach and mentor Financial...
-
Regional Financial Planning Consultant
1 week ago
Canada Bluebayinvest Full timeJob SummaryWe are seeking a highly skilled Financial Planning Consultant to join our team at Bluebayinvest. As a key member of our Financial Planning Centre of Expertise, you will play a critical role in helping our clients achieve their life goals by delivering exceptional financial planning experiences.Key ResponsibilitiesCoach and mentor Financial...
-
Senior Financial Consultant
6 days ago
Canada MD Full timeJob SummaryWe are seeking a highly skilled Senior Financial Consultant to join our team at MD Management Limited. As a key member of our team, you will be responsible for providing expert financial advice to our clients and helping them achieve their personal financial goals.Key ResponsibilitiesProvide comprehensive financial planning and investment...
-
Senior Financial Consultant
6 days ago
Canada MD Full timeJob SummaryWe are seeking a highly skilled Senior Financial Consultant to join our team at MD Management Limited. As a key member of our team, you will be responsible for providing expert financial advice to our clients and helping them achieve their personal financial goals.Key ResponsibilitiesProvide comprehensive financial planning and investment...
-
Full Time Financial Consultant
3 days ago
Canada Bluebayinvest Full timeFinancial Planning ExpertWe are seeking a highly skilled Financial Planning Expert to join our team at Bluebayinvest. As a key member of our Financial Planning Centre of Expertise, you will play a critical role in helping our clients achieve their life goals by delivering an exceptional financial planning experience.Key Responsibilities:Support our retail...
-
Full Time Financial Consultant
3 days ago
Canada Bluebayinvest Full timeFinancial Planning ExpertWe are seeking a highly skilled Financial Planning Expert to join our team at Bluebayinvest. As a key member of our Financial Planning Centre of Expertise, you will play a critical role in helping our clients achieve their life goals by delivering an exceptional financial planning experience.Key Responsibilities:Support our retail...
-
Full Time Financial Consultant
3 days ago
Canada Bluebayinvest Full timeFinancial Planning ExpertiseWe are seeking a highly skilled Financial Planning Expert to join our team at Bluebayinvest. As a key member of our Financial Planning Centre of Expertise, you will play a critical role in helping our clients achieve their life goals by delivering exceptional financial planning experiences.Key ResponsibilitiesSupport our retail...
Financial Planner, Investment Specialist
3 months ago
Press Tab to Move to Skip to Content Link
Select how often (in days) to receive an alert:
Select how often (in days) to receive an alert:
Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.Requisition ID:
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. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.
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.
Is this role right for you? In this role, you will:
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
- Business Development : Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
- Client-Centric : Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. 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.
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
- 3 years of experience in financial planning and investment sales.
- You're a mutual funds certified professional. 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) designation,and/or the Certified Financial Planner (CFP) designation.
- Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
- You're goal oriented and entrepreneurial . You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
- 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.
What's in it for you?
- An entrepreneurial culture with the freedom to develop your career.
- A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it's convenient for them.
- A compensation structure that rewards growing and maintaining your client base.
- Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
- The ability to build long-lasting client relationships through exceptional advice and service.
- Ability to provide an excellent client experience without going to the branch.
- 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.
Other Information
Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.
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 click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
#J-18808-Ljbffr