Financial Planner/investment Specialist, Grand Falls-windsor or Gander

4 days ago


Grand FallsWindsor, Newfoundland and Labrador, Canada Scotiabank Full time

Requisition ID: 201162

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. 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.

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, 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:


• Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals.

• Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.

• Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.

• Fostering strong engagement, educating clients, offering insights, and delivering expert advice.

• Exercising a collaborative approach when dealing with peers, clients, and partners.

• Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:


• Experience in financial planning and investment sales is preferred.

• Successfully completed (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner(CFP) designation.

• You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).

• You're able to work independently as a self-motivated entrepreneur with minimal supervision.

• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What's in it for you?


• A competitive compensation and benefits package 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.

• A work culture that promotes diversity, respect, and inclusion.

• An organization committed to making a difference in our communities - for you and your clients.

Location(s): Canada : Newfoundland and Labrador : Grand Falls-Windsor || Canada : Newfoundland and Labrador : Gander

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. 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.



  • Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full time

    Requisition ID: 196859Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.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...


  • Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full time

    Requisition ID: # Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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...


  • Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full time

    Is this role right for you?In this role, you will:Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market.Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles.Community Involvement: Participating...

  • Financial Advisor

    1 week ago


    Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full time

    Requisition ID: 174985Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Financial AdvisorAt Scotiabank we help employees build their futures - where they can be themselves and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and...


  • Grand Falls-Windsor, Newfoundland and Labrador, Canada BELL MOBILITYBELL MOBILITÉ Full time

    Req Id: 411605At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we advance how Canadians connect with each other and the world.If you're ready to bring game-changing ideas to life and join a community that values bold ideas, professional growth and employee wellness, we want you...


  • Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full time

    Requisition ID: 200834Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be... Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented...


  • Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full time

    Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. # Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. 3 years of experience in financial planning and investment sales. # You have current...

  • Vehicle Detailer

    1 week ago


    Grand Falls-Windsor, Newfoundland and Labrador, Canada Grand Falls Hyundai Full time

    Atlantic Canada's Fastest Growing Auto Group has an immediate opening for a Professional Vehicle Detailer. Shift Auto Group consists of Grand Falls Hyundai, Volvo Cars New Brunswick, Fredericton Mitsubishi, Miramichi Kia, four ReCar locations, two St. Croix Auto locations, Velocity Autobody and eight Wonder Auto locations.This position, which is available...

  • Reading Specialist

    1 week ago


    Grand Falls-Windsor, Newfoundland and Labrador, Canada Newfoundland & Labrador English School District Full time

    POSITION TITLE: Reading SpecialistCOMPETITION #:COMPETITION END DATE: May 19, :00 PMLOCATION(S): Sprucewood Academy 26 Price's Ave. Grand Falls-Windsor A2B 1C9EDUCATION REQUIRED: Bachelor of Education Primary/ElementaryTRAINING METHOD: PRIMARY-ELEMENTARYJOB TEXT:Full time permanent position for Reading Specialist. Duties to commence September 5, 2023.This...


  • Grand Falls-Windsor, Newfoundland and Labrador, Canada Exploits Welding & Machine Shop Full time

    Responsibilities: Read and interpret drawings Assist in installation of equipment, pipe, and structural steel Prepare pipe and fittings for tacking, hoisting, and rigging Select type and size of pipe Measure, cut, thread, and bend pipeRequirements: Valid trade tickets WHMIS Confined space, fall protection, powerline hazards Invested in a safetyorientated...


  • Grand Falls-Windsor, Newfoundland and Labrador, Canada Provincial Homecare Full time

    Come join Westwood Inn and Suites We are excited to have you on our team.Under the direction of the hotel manager, the Front Desk Agent supports Westwood Inn and Suites as the initial point of contact with our guests. If you have strong customer service background and are passionate about working in the hospitality industry than we want to meet you.Westwood...

  • Live-in Supervisor

    1 week ago


    Grand Falls-Windsor, Newfoundland and Labrador, Canada Westwood Inn & Suites Full time

    Live-In SupervisorWestwood Inn & SuitesGFW NLJoin our Team:Westwood Inn & Suites is actively seeking a Live-In Supervisor to maintain a small hotel in Grand Falls Windsor NL. Do you or someone you know want to work in the hospitality industry? If so, Westwood Inn and Suites would like to meet youWho you are:Accommodations: A 3-bedroom apartment on the...

  • Tire Technician

    3 days ago


    Grand Falls-Windsor, Newfoundland and Labrador, Canada Advantage Personnel Full time

    Tire Technician: Grand Falls Windsor, NLAvailable Shift: Monday to Friday; 8:00am to 5:00pmRate of Pay: $18.00 an hour Our client in St. John's is looking for a number of Tire Technicians to start ASAPThe automotive industry is a fast paced environment, always changing to keep up with technology. This individual must be a team player, dependable and reliable...

  • Tire Technician

    1 week ago


    Grand Falls-Windsor, Newfoundland and Labrador, Canada Advantage Personnel Full time

    Tire Technician: Grand Falls Windsor, NLOur client in St. John's is looking for a number of Tire Technicians to start ASAPThe automotive industry is a fast paced environment, always changing to keep up with technology. This individual must be a team player, dependable and reliable with a strong work ethic and desire to advance. Available Shift: Monday to...


  • Grand Falls-Windsor, Newfoundland and Labrador, Canada Bell Canada Full time

    Req Id: 411749At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we advance how Canadians connect with each other and the world.If you're ready to bring game-changing ideas to life and join a community that values, professional growth and employee wellness, we want you on the...

  • Plant Operator

    1 week ago


    Grand Falls-Windsor, Newfoundland and Labrador, Canada Hunt's Concrete Ltd. Full time

    Newcrete Investments is the leader in ready mix concrete, precast and masonry/landscape materials in Newfoundland and Labrador. We are looking for dynamic individuals who can bring enthusiasm and innovative solutions to our workplace.One of our divisions, Hunt's Concrete, is currently seeking a concrete batch plant operator to join our team in Grand...


  • Grand Falls-Windsor, Newfoundland and Labrador, Canada Next Level Group Full time

    Next Level Group is an executive search firm partnering with Manufacturing companies throughout Canada and the US. We have been a driving force in the North American staffing industry since 2011. We built our staffing agency on the need for business and staffing solution partnerships in industries that are honest, ethical, and professional in their...

  • General Labourer

    1 week ago


    Grand Falls-Windsor, Newfoundland and Labrador, Canada Exploits Welding & Machine Shop Full time

    Responsibilities: Load, unload and move various types of material around shop and yard. Assist with completing smaller tasks for larger projects including but not limited to painting, sandblasting, carpentry and concrete work. Assist Welders, Machinists and Millwrights with completion of tasks. Other duties as requiredQualifications: Experience in a similar...

  • Primary Classroom

    1 week ago


    Grand Falls-Windsor, Newfoundland and Labrador, Canada Newfoundland & Labrador English School District Full time

    POSITION TITLE: Primary Classroom 0.75COMPETITION #:COMPETITION END DATE: August 30, :00 PMLOCATION(S): Forest Park Primary 28 Price's Avenue Grand Falls-Windsor A2B 1C9EDUCATION REQUIRED: Bachelor of Education Primary/ElementaryTRAINING METHOD: PRIMARY-ELEMENTARYJOB TEXT:0.75 term position for Primary Classroom from September 5, 2023 to June 21,...

  • Primary Classroom

    1 week ago


    Grand Falls-Windsor, Newfoundland and Labrador, Canada Newfoundland & Labrador English School District Full time

    POSITION TITLE: Primary Classroom 0.25COMPETITION #:COMPETITION END DATE: June 12, :00 PMLOCATION(S): Woodland Primary 18A St. Catherine Street Grand Falls-Windsor A2A 1V8EDUCATION REQUIRED: Bachelor of Education Primary/ElementaryTRAINING METHOD: PRIMARY-ELEMENTARYJOB TEXT:0.25 permanent position for Primary Classroom. Duties to commence September 5,...