Current jobs related to Financial Planner, Arnprior - Arnprior - Scotiabank

  • Financial Planner, Arnprior

    5 months ago

    Arnprior, Canada Scotiabank Full time

       Requisition ID: 201156Join 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...

  • Financial Planner, Arnprior

    3 weeks ago

    Arnprior, Ontario, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct in-depth reviews for...

  • Financial Planner, Arnprior

    2 months ago

    Arnprior, Ontario, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the...

  • Financial Planner, Arnprior

    2 months ago

    Arnprior, Ontario, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the...

  • Financial Advisor

    5 months ago

    Arnprior, Canada Scotiabank Full time

    Requisition ID: 199551 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor/ Arnprior/ Permanent/ Full-time 37.5h At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to...

  • Financial Advisor

    5 months ago

    Arnprior, Canada Scotiabank Full time

    Requisition ID: 201505 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor/ Arnprior/ Temporary/ Full-time 37.5h At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to...

  • Marketing & Economic Development Officer

    5 months ago

    Arnprior, Canada Town of Arnprior Full time

    Reporting to the Manager of Community Services/Planner, the Marketing & Economic Development Officer (MEDO) is a member of the Community Services Branch. The MEDO functions as a specialist in the design and management of advertising campaigns and initiatives for the Town. The MEDO is also responsible for providing a broad range of economic development...

  • Financial Planner

    2 months ago

    Arnprior, Ontario, Canada Scotiabank Full time

    Financial Planner RoleRequisition ID: 201156We are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...

  • Financial Planner

    2 months ago

    Arnprior, Ontario, Canada Scotiabank Full time

    Financial Planner RoleRequisition ID: 201156We are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...

  • Customer Service Representative

    5 months ago

    Arnprior, Canada Scotiabank Full time

    Requisition ID: 197686 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate/ Arnprior/ Permanent/ Part-time 15h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help...

  • Buyer/planner

    5 months ago

    Arnprior, Canada Pillar5 Pharma Inc. Full time

    Pillar5 Pharma Inc., an industry leading Canadian CDMO specializing in off-the-shelf sterile pharmaceuticals for the North American market, has an opening for a Buyer/Planner, in Arnprior, ON. Reporting to the Manager, Purchasing, you will be a key internal resource responsible for all aspects of buying, planning, and negotiating activities related to...

  • Customer Experience Associate

    2 months ago

    Arnprior, Canada Scotiabank Full time

    Requisition ID: 207098 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Financial Advisor

    5 months ago

    Arnprior, Canada Scotiabank Full time

    Requisition ID: 183692 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What your role will be** Financial Advisor Permanent full-time (37.5 hours) Location: Arnprior, On At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to...

  • Conseiller Principal Service Bancaire, Arnprior

    5 months ago

    Arnprior, Canada Banque Scotia Full time

    Numéro de la demande: 188089 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. **À propos du role**: En tant que conseiller principal des services bancaires, votre approche est axée sur les clients et vous êtes en mesure d’établir facilement des liens avec eux. Acteur...

  • Customer Experience Associate

    2 months ago

    Arnprior, Canada Scotiabank Full time

       Requisition ID: 207098Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.Our...

  • Strategic Financial Advisor

    3 weeks ago

    Arnprior, Ontario, Canada Scotiabank Full time

    Requisition ID: 201156At Scotiabank, we're 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. Your clients are your greatest asset, and your priority is providing investment and...

  • Account Manager

    5 months ago

    Arnprior, Canada McDougall Insurance and Financial Full time

    Are you looking to start a new career? Our growing team is looking for a Account Manager to join our Commercial Lines team in Arnprior, Ontario! McDougall Insurance is the largest insurance brokerage in Eastern Ontario, representing over 50 insurance companies giving us the ability to provide the best selection and rates to our clients. Over the years, the...

  • Member Experience Representative

    5 months ago

    Arnprior, Canada Northern Credit Union Limited Full time

    Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial...

  • Member Experience Representative

    5 months ago

    Arnprior, Canada Northern Credit Union Full time

    Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial...

  • cook, ethnic foods

    3 months ago

    Arnprior, Canada Biryani House Arnprior Corporation Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 40 hours per weekEducation: Expérience: EducationSecondary (high) school graduation certificateWork settingRestaurantTasksDetermine the size of food portions and costsPlan menus and estimate food requirements for their realizationRequisition food and kitchen suppliesPrepare and cook...

Financial Planner, Arnprior

3 months ago

Arnprior, Canada Scotiabank Full time

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:

  1. 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.
  2. Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  3. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
  4. Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
  5. Exercising a collaborative approach when dealing with peers, clients, and partners.
  6. 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:

  1. Experience in financial planning and investment sales is preferred.
  2. Successfully completed (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation.
  3. You’re an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  4. You're able to work independently as a self-motivated entrepreneur with minimal supervision.
  5. Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What’s in it for you?

  1. A competitive compensation and benefits package that rewards growing and maintaining your client base.
  2. Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
  3. The ability to build long-lasting client relationships through exceptional advice and service.
  4. A work culture that promotes diversity, respect, and inclusion.
  5. An organization committed to making a difference in our communities – for you and your clients.

Location(s): Canada : Ontario : Arnprior

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 during the recruitment and selection process, please let our Recruitment team know. 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