Current jobs related to Financial Planner - Township of Langley - Scotiabank
-
Financial Planner
16 hours ago
Langley, Canada Parallel Wealth Financial Group Full timeFinancial Planning Role at Parallel WealthParallel Wealth Financial Group is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a crucial role in helping clients achieve their financial objectives and develop retirement plans.Key Responsibilities:Prepare and present comprehensive financial plans to clientsBuild and...
-
Financial Planner
12 hours ago
Langley, Canada Parallel Wealth Financial Group Full timeFinancial Planning Role at Parallel WealthParallel Wealth Financial Group is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a crucial role in helping clients achieve their financial objectives and develop retirement plans.Key Responsibilities:Prepare and present comprehensive financial plans to clientsBuild and...
-
Financial Planner
2 weeks ago
City of Lloydminster, Canada TD Full timeJob SummaryWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.Key ResponsibilitiesIdentify client life and financial goals, provide comprehensive reviews, and build long-term...
-
Financial Planner
2 weeks ago
City of Lloydminster, Canada TD Full timeJob SummaryWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our mass affluent investing clients.Key ResponsibilitiesIdentify client life and financial goals, provide comprehensive reviews, and build long-term...
-
Financial Manager
3 weeks ago
Langley, Canada I.M.I Financial Group Corp Full timeAbout the RoleWe are seeking a highly skilled Financial Manager to join our team at I.M.I Financial Group Corp. As a key member of our organization, you will play a critical role in driving our financial strategy and ensuring the success of our business.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement financial plans to achieve...
-
Financial Manager
3 weeks ago
Langley, Canada I.M.I Financial Group Corp Full timeAbout the RoleWe are seeking a highly skilled Financial Manager to join our team at I.M.I Financial Group Corp. As a key member of our organization, you will play a critical role in driving our financial strategy and ensuring the success of our business.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement financial plans to achieve...
-
Financial Manager
3 weeks ago
Langley, Canada I.M.I Financial Group Corp Full timeAbout the RoleWe are seeking a highly skilled Financial Manager to join our team at I.M.I Financial Group Corp. As a key member of our organization, you will play a critical role in driving business growth and success.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement financial plans to achieve business objectivesConduct financial...
-
Financial Manager
3 weeks ago
Langley, Canada I.M.I Financial Group Corp Full timeAbout the RoleWe are seeking a highly skilled Financial Manager to join our team at I.M.I Financial Group Corp. As a key member of our organization, you will play a critical role in driving business growth and success.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement financial plans to achieve business objectivesConduct financial...
-
Financial Planner
3 weeks ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionAs a Financial Planner at Royal Bank of Canada, you will create custom financial 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 and assets, providing tailor-made financial planning advice and...
-
Financial Planner
3 weeks ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionAs a Financial Planner at Royal Bank of Canada, you will create custom financial 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 and assets, providing tailor-made financial planning advice and...
-
Financial Planner
3 weeks ago
City of Lloydminster, Canada TD Full timeWork Location:CanadaHours:37.5Line Of Business:TD WealthPay Details:We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:TD Wealth takes a...
-
Financial Planner
2 weeks ago
City of Lloydminster, Canada TD Full timeWork Location:CanadaHours:37.5Line Of Business:TD WealthPay Details:We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:TD Wealth takes a...
-
Financial Planner, Investment Specialist
3 weeks ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a seasoned Investment and Retirement Planner at Royal Bank of Canada, you will create customized investment solutions for prospective and existing clients within the financial services industry. You will work closely with internal partners to acquire and consolidate existing and new clients, while...
-
Financial Planner, Investment Specialist
3 weeks ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a seasoned Investment and Retirement Planner at Royal Bank of Canada, you will create customized investment solutions for prospective and existing clients within the financial services industry. You will work closely with internal partners to acquire and consolidate existing and new clients, while...
-
Financial Planner
3 weeks ago
City of Lloydminster, Canada CareerBeacon Full timeWork Location:CanadaHours:37.5Line Of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:TD Wealth takes a...
-
Senior Financial Advisor- IIROC
2 months ago
City of Langley, Canada Canadian Imperial Bank of Commerce Full timeSenior Financial Advisor- IIROCWe’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...
-
Senior Financial Advisor- IIROC
2 months ago
City of Langley, Canada Canadian Imperial Bank of Commerce Full timeSenior Financial Advisor- IIROCWe’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...
-
Financial Planner, Investment
2 months ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob Summary.Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Listowel, Arthur and Drayton, ON Markets . Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals...
-
Bilingual Senior Financial Analyst
2 weeks ago
City of Spruce Grove, Canada The City of Spruce Grove Full timeJob DescriptionThe City of Spruce Grove is a dynamic and growing organization committed to building a fiscally responsible community. We are seeking a highly skilled Senior Financial Analyst to join our Finance department.Key ResponsibilitiesProvide analytical support to the financial sustainability framework within Budget and Financial Planning, including...
-
Bilingual Senior Financial Analyst
2 weeks ago
City of Spruce Grove, Canada The City of Spruce Grove Full timeJob DescriptionThe City of Spruce Grove is a dynamic and growing organization committed to building a fiscally responsible community. We are seeking a highly skilled Senior Financial Analyst to join our Finance department.Key ResponsibilitiesProvide analytical support to the financial sustainability framework within Budget and Financial Planning, including...
Financial Planner
3 months ago
Press Tab to Move to Skip to Content Link
Select how often (in days) to receive an alert:
Title: Financial Planner, Investment Specialist - Fraser Valley (Abbotsford, Chilliwack, Langley) Requisition ID: 201095
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:
- Conduct 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.
- Natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- You’re self-directed, performance –oriented in your approach in discovering our clients needs, listening to understand what they are looking for, customized financial strategies and solutions.
- Be highly engaged, educate clients, provide relevant insights and expert advice.
- Demonstrate a collaborative approach when dealing with peers, clients, and partners.
- Build 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 infinancial planning and investment sales is preferred.
- Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
- 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).
- 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.
- 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.
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. #J-18808-Ljbffr
