Financial Advisor, Investment
4 weeks 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: 192811
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
Is this role right for you? In this role, you will:
- Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers
- Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for
- Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions
- Be highly engaged, educating customers, providing relevant insights and expert advice
- Demonstrate a collaborative approach when dealing with peers, customers, and partners
- Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
- Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
- A minimum three years experience of financial planning and investment sales experience
- Demonstrated sales management experience and the ability to market Scotiabank
- Ability to cultivate strong relationships with customers, peers and partners
What’s in it for you?
- A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role
- Ability 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 – for you and your customers
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
-
Financial Advisor, Investment
5 days ago
Bathurst, Canada Scotiabank Full timePress 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: 192811Join a purpose driven winning team, committed to...
-
Investment Specialist
2 months ago
Bathurst, Canada BMO Financial Group Full time201 Main Street Bathurst New Brunswick,E2A 1A9 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...
-
Financial Advisor, Investment
4 weeks ago
Bathurst, Canada Scotiabank Full timeRequisition ID: 192811Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals...
-
Financial Advisor- Bathurst
4 weeks ago
Bathurst, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 199744Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be...
-
Financial Advisor- Bathurst
4 weeks ago
Bathurst, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 199744Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be...
-
Financial Advisor- Bathurst
4 weeks ago
Bathurst, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 199744Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be...
-
Financial Services Associate
2 months ago
Bathurst, Canada CIBC Full timeWe’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 truly valued for who they are...
-
Branch Manager
7 days ago
Bathurst, Canada Scotiabank Full timeRequisition ID: 180051 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Branch Manager, you will assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of the branch’s personal and business...
-
Retailer- English
2 months ago
Bathurst, Canada Mobil Full time**OPPORTUNITY OVERVIEW** The service station network requires you, as the retailer, to operate the service station as an independent agent. This method offers competitive business opportunities for entrepreneurial minded individuals to grow. You, as the retailer, will oversee all service station operations in the location presented, including fuel,...
-
Mortgage Specialist
2 months ago
Bathurst, Canada BMO Full timeApplication Deadline: 03/31/2024 Address: 201 Main Street Job Family Group: Retail Banking Sales & Service Bilingual Candidate Preferred- French/English Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively...
-
Mortgage Specialist
3 weeks ago
Bathurst, Canada BMO Full timeApplication Deadline: 03/31/2024 Address: 201 Main Street Job Family Group: Retail Banking Sales & Service Bilingual Candidate Preferred- French/English Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively...
-
Retailer- English
4 days ago
Bathurst, Canada Mobil Full timeOPPORTUNITY OVERVIEWThe service station network requires you, as the retailer, to operate the service station as an independent agent. This method offers competitive business opportunities for entrepreneurial minded individuals to grow.You, as the retailer, will oversee all service station operations in the location presented, including fuel, convenience...
