Current jobs related to Financial Planner - Kitchener, Ontario - Scotiabank

  • Experienced Financial Advisor/Planner

    3 weeks ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwes Full time

    Unlock Your Potential as a Financial Advisor/PlannerAre you ready to take control of your career and build a successful practice as a financial advisor/planner? At Desjardins Financial Security Independent Network - Southwes, we offer the flexibility and support you need to thrive.Enjoy the Freedom to SucceedAs an independent financial advisor/planner,...

  • Experienced Financial Advisor/Planner

    3 weeks ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwes Full time

    Unlock Your Potential as a Financial Advisor/PlannerAre you ready to take control of your career and build a successful practice as a financial advisor/planner? At Desjardins Financial Security Independent Network - Southwes, we offer the flexibility and support you need to thrive.Enjoy the Freedom to SucceedAs an independent financial advisor/planner,...

  • Financial Planner

    1 month ago

    Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analyses to...

  • Financial Planner

    1 month ago

    Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analyses to...

  • Financial Planner

    1 month ago

    Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analyses to...

  • Experienced Financial Advisor/Planner

    2 months ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to take control of your career and build a successful practice as a financial advisor? At Desjardins Financial Security Independent Network - Southwestern Ontario, we offer a unique opportunity for self-motivated and knowledgeable individuals to join our dynamic team.Key Responsibilities:Develop and...

  • Experienced Financial Advisor/Planner

    2 months ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to take control of your career and build a successful practice as a financial advisor? At Desjardins Financial Security Independent Network - Southwestern Ontario, we offer a unique opportunity for self-motivated and knowledgeable individuals to join our dynamic team.Key Responsibilities:Develop and...

  • Experienced Financial Advisor/Planner

    2 weeks ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to take control of your career and build a successful practice as a financial advisor? At Desjardins Financial Security Independent Network - Southwestern Ontario, we offer a unique opportunity for self-motivated and knowledgeable individuals to join our dynamic team.Key Responsibilities:Develop and...

  • Experienced Financial Advisor/Planner

    2 weeks ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to take control of your career and build a successful practice as a financial advisor? At Desjardins Financial Security Independent Network - Southwestern Ontario, we offer a unique opportunity for self-motivated and knowledgeable individuals to join our dynamic team.Key Responsibilities:Develop and...

  • Experienced Financial Advisor/Planner

    2 months ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    About the OpportunityWe are seeking a self-motivated and knowledgeable Financial Advisor/Planner to join our dynamic team at Desjardins Financial Security Independent Network - Southwestern Ontario.Key ResponsibilitiesDevelop and maintain strong client relationshipsAnalyze data and individual circumstances to recommend customized solutionsBuild and grow a...

  • Experienced Financial Advisor/Planner

    2 months ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    About the OpportunityWe are seeking a self-motivated and knowledgeable Financial Advisor/Planner to join our dynamic team at Desjardins Financial Security Independent Network - Southwestern Ontario.Key ResponsibilitiesDevelop and maintain strong client relationshipsAnalyze data and individual circumstances to recommend customized solutionsBuild and grow a...

  • Financial Planner Investment Specialist

    1 month ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity:As an RBC Investment and Retirement Planner, you will create personalized investment solutions for clients within the Kitchener-Waterloo communities. You will work alongside internal partners who refer clients to you, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and...

  • Financial Planner Investment Specialist

    1 month ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity:As an RBC Investment and Retirement Planner, you will create personalized investment solutions for clients within the Kitchener-Waterloo communities. You will work alongside internal partners who refer clients to you, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and...

  • Financial Planner Investment Specialist

    4 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs a Financial Planner Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners to acquire and consolidate existing and new clients, providing tailor-made financial planning advice...

  • Financial Planner Investment Specialist

    4 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs a Financial Planner Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners to acquire and consolidate existing and new clients, providing tailor-made financial planning advice...

  • Financial Planner Investment Specialist

    3 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Kitchener Waterloo Communities. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment...

  • Financial Planner Investment Specialist

    3 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Kitchener Waterloo Communities. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment...

  • Financial Planner Investment Specialist

    4 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the financial services industry. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you...

  • Financial Planner Investment Specialist

    4 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the financial services industry. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you...

  • Financial Planner Investment Specialist

    4 weeks ago

    Kitchener, Ontario, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Kitchener Waterloo Communities. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales...

Financial Planner

2 months ago

Kitchener, Ontario, Canada Scotiabank Full time

Join a dynamic team as a Financial Advisor, Investment & Retirement Planning, where you'll contribute to the success of the branch sales team by delivering exceptional financial advice and sales results.

About the Role

As a Financial Advisor, Investment & Retirement Planning, you will be responsible for managing a portfolio of customers, establishing and deepening investment and primary banking relationships, and meeting/exceeding sales goals.

Key Responsibilities:
  • Deliver trusted financial advice to customers regarding complex investment and retirement planning
  • Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning
  • Build relationships with customers, peers, and partners, focusing on providing a great client experience and growing long-standing relationships
  • Stay up-to-date with market trends and provide relevant insights and expert advice to customers
  • Collaborate with peers and partners to achieve sales goals and grow the customer base
Requirements:
  • Successful completion of the CIFP Diploma in Financial Planning (or equivalent)
  • Minimum three years of experience in financial planning and investment sales
  • Demonstrated sales management experience and ability to market Scotiabank
  • Ability to cultivate strong relationships with customers, peers, and partners
What We Offer:
  • A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role
  • The opportunity to make a lasting impact on an assigned book of customers
  • An inclusive culture where we value and recognize our employees' contributions
  • An organization committed to making a difference in our communities
About Scotiabank

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.

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.