Financial Planner, Kingston
1 month ago
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, delivering 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 : Ontario : Kingston
#J-18808-Ljbffr-
Financial Planner, Kingston
4 weeks ago
Kingston, Canada Scotiabank - Global Banking and Markets Full timeRequisition ID: 201153Join 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...
-
Financial Planner, Kingston
4 weeks ago
Kingston, Canada Scotiabank - Global Banking and Markets Full timeRequisition ID: 201153Join 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...
-
Financial Planner, Kingston
3 months ago
Kingston, Canada Scotiabank Full timeRequisition ID: 201153Join 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...
-
Financial Planner, Kingston
3 months ago
Kingston, Canada Scotiabank Full timeRequisition ID: 201153Join 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, Kingston
1 week ago
Kingston, Canada Scotiabank Full timeRequisition ID: 201153 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...
-
Financial Planner, Kingston
1 month ago
Kingston, Ontario, A7K, Lennox and Addington, Canada Scotiabank Full timeJoin 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...
-
Financial Planner, Kingston
4 weeks ago
Kingston, Canada Scotiabank Full timeRequisition ID: 201153Join 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...
-
Financial Planner, Kingston
4 weeks ago
Kingston, Canada Scotiabank Full timeRequisition ID: 201153Join 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...
-
Planner
3 months ago
Kingston, Canada City of Kingston Full time**Opening Statement** We acknowledge that the City of Kingston is situated on traditional Anishinabek (Ah - nish-in-ah-bay), Haudenosaunee (Ho-den-o-show-nee) and Huron-Wendat (huron-wen-dat) territory and is the home of many Indigenous peoples. We are grateful to reside and work on this land. Kingston is a smart, livable city in the heart of eastern...
-
Financial Planner, Kingston
4 weeks ago
Kingston, Ontario, A7K, Lennox and Addington, Canada Scotiabank - Global Banking and Markets Full timeRequisition ID: 201153Join 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...
-
Financial Strategist, Kingston
8 hours ago
Kingston, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank in Kingston, Canada. As a Financial Planner, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews...
-
Financial Planner, Kingston
4 days ago
Kingston, Ontario, Canada Scotiabank Full time**About the Role**As a Financial Planner at Scotiabank, 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...
-
Financial Planner, Kingston
4 weeks ago
Kingston, Ontario, A7K, Lennox and Addington, Canada Scotiabank Full timeRequisition ID: 201153Join 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...
-
Financial Consultant
3 months ago
Kingston, Canada MD Financial Management Full timeRequisition ID: 182734 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant - Early Career Segment to join our team. Reporting to the Regional...
-
Lead Financial Analyst
3 weeks ago
Kingston, Ontario, Canada Kingston Police Full timeJob Number: J Job Title: Lead Financial Analyst Job Type: Full-time Job Category: Finance/Accounting Salary: $94,111,030.00/Year Position Overview The Kingston Police, in collaboration with the community, is dedicated to fostering safety and security for all residents. Our mission is to position the Kingston Police as a model organization,...
-
Wealth Management Specialist, Kingston
5 days ago
Kingston, Ontario, Canada Scotiabank Full timeAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at Scotiabank in Kingston. 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...
-
Wealth Management Specialist, Kingston
3 days ago
Kingston, Ontario, Canada Scotiabank Full timeAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at Scotiabank in Kingston. 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
3 months ago
Kingston, Canada Kingston Community Health Centres Full time**Title** Financial Analyst **Reports to** Manager, Finance **Location** Kingston **Position Type** Permanent, Full-time **Salary** $33.18 - $39.04 hourly **Position Summary** The Finance Analyst is a key member of the Kingston Community Health Centre’s team and responsible for a variety of financial functions as well as collaborating with the...
-
Financial Analyst
3 months ago
Kingston, Canada Kingston Community Health Centres Full timeTitle: Financial Analyst Reports to: Manager, Finance Location: Kingston Position Type: Permanent, Full-time 37.5 hours/week **Salary**: $33.18 - $39.04 hourly ($64,701 - $76,128 annually) **Position Summary** The Finance Analyst is a key member of the Kingston Community Health Centre’s team and responsible for a variety of financial functions as...
-
Food Service Supervisor
3 days ago
Kingston, Ontario, Canada Mamma Mia Pizza (Kingston) Ltd. Full timeAbout the RoleWe are seeking a highly skilled and experienced Food Service Supervisor to join our team at Mamma Mia Pizza (Kingston) Ltd. in Kingston. As a Food Service Supervisor, you will be responsible for overseeing the daily operations of our kitchen and ensuring that our customers receive exceptional service and high-quality food.Key...