Current jobs related to Financial Planner, Moncton or Bathurst - Moncton - Scotiabank
-
Financial Planner, Moncton or Bathurst
5 months ago
Moncton, Canada Scotiabank Full timeRequisition ID: 201152Join 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, Moncton or Bathurst
1 month ago
Moncton, New Brunswick, Canada Scotiabank Full timeUnlock your potential as a Financial Planner with Scotiabank, where you'll have the opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.As a Financial Planner, you will focus on delivering tailored investment and financial planning advice to help clients meet their unique goals....
-
Financial Planner, Moncton or Bathurst
1 month ago
Moncton, New Brunswick, Canada Scotiabank Full timeUnlock your potential as a Financial Planner with Scotiabank, where you'll have the opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.As a Financial Planner, you will focus on delivering tailored investment and financial planning advice to help clients meet their unique goals....
-
Financial Planner, Moncton or Bathurst
2 months ago
Moncton, New Brunswick, Canada Scotiabank Full timeUnlock your potential as a Financial Planner with Scotiabank, where you'll have the opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.As a Financial Planner, you will focus on investment sales and new client acquisition, as well as establishing business development...
-
Financial Planner, Moncton or Bathurst
1 month ago
Moncton, New Brunswick, Canada Scotiabank Full timeUnlock your potential as a Financial Planner with Scotiabank, where you'll have the opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.As a Financial Planner, you will focus on investment sales and new client acquisition, as well as establishing business development...
-
Financial Planner
2 weeks ago
Moncton, New Brunswick, Canada Scotiabank Full timeRequisition ID: 201152At Scotiabank, we're committed to delivering exceptional advice and service to our clients. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality investment and financial planning advice.Using a comprehensive financial planning framework, you'll focus on investment...
-
Financial Planner, Moncton or Bathurst
3 weeks ago
Moncton, New Brunswick, Canada Scotiabank Full timeRequisition ID: 201152At Scotiabank, we're committed to delivering exceptional financial advice and service to our clients. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Using a comprehensive financial planning framework, you'll...
-
Financial Planner, Moncton or Bathurst
5 months ago
Moncton, Canada Scotiabank Full timeRequisition ID: 201152 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 Services Professional
3 weeks ago
Moncton, New Brunswick, Canada Scotiabank Full timeRequisition ID: 201152At Scotiabank, we're seeking a skilled Financial Planner to join our team in Moncton or Bathurst. 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.Key responsibilities include conducting in-depth reviews for assigned...
-
Financial Planner
2 weeks ago
Moncton, New Brunswick, Canada Scotiabank Full timeRequisition ID: 201152At Scotiabank, we're committed to delivering exceptional financial advice and service to our clients. As a Financial Planner, you'll play a key role in developing and deepening client relationships within the mass affluent market.Using a comprehensive financial planning framework, you'll focus on investment sales and new client...
-
Financial Planner
2 weeks ago
Moncton, Canada Scotiabank Full timeRequisition ID: 210000Join 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...
-
Wealth Strategist, Moncton or Bathurst
1 week ago
Moncton, New Brunswick, Canada Scotiabank Full timeRequisition ID: 201152A winning team at Scotiabank is seeking a skilled Financial Planner to join our 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.By following a comprehensive financial planning...
-
Fund Development Coordinator
5 months ago
Moncton, Canada YWCA Moncton Full time**Title**: Fund Development Coordinator **Hours**: 37.5 Hours - Full Time - must be willing to work a flexible schedule. **Reporting Line**: Reports directly to the Associate Director and Executive Director **Position Summary**: The YWCA Moncton is seeking an enthusiastic, talented, professional to join our ambitious team. Reporting to, and working...
-
Financial Aid Officer- Moncton
5 months ago
Moncton, Canada Eastern College Full time**Job Title**:Financial Aid Officer **Company**:Eastern College **Location**:Moncton Campus **Hours**:Monday to Friday, 8:30 am - 5:00 pm **Start Date**:Immediate **About Us**: Eastern College Inc. is a leader in the Private Career College industry in Atlantic Canada. Established in 1983 we have delivered training in a modular approach to students to...
-
Insurance Administrator
4 weeks ago
Moncton, Canada Equest Full timeInsurance Administrator - Moncton, NBMoncton, NB, 143 Highfield St, Moncton, New Brunswick, Canada Req #3492Tuesday, October 8, 2024We're searching for an Insurance Administrator . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Administrator in our Moncton branch in New Brunswick . We...
-
Insurance Advisor
4 weeks ago
Moncton, Canada Equest Full timeInsurance Advisor - Moncton, NBMoncton, NB, 143 Highfield St, Moncton, New Brunswick, Canada Req #3493Tuesday, October 8, 2024We're searching for an Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor in our Moncton office in New Brunswick . Do you love to...
-
Insurance Advisor
1 week ago
Moncton, Canada Equest Full timeInsurance Advisor - Moncton, NBMoncton, NB, 143 Highfield St, Moncton, New Brunswick, Canada Req #3493Monday, November 4, 2024We're searching for an Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor in our Moncton office in New Brunswick . Do you love to...
-
Automotive Service Technician
2 months ago
Moncton, New Brunswick, Canada Lounsbury Group of Companies Full timeUnlock Your PotentialAre you ready to take your automotive career to the next level? Look no further than the Lounsbury Group of Companies. We're actively hiring for Automotive Service Technicians, both Licensed and Apprentice.We're hiring at the following locations:Lounsbury Chevrolet in MonctonBMW/MINI MonctonAudi MonctonVolkswagen MonctonLounsbury...
-
Automotive Service Technician
4 weeks ago
Moncton, New Brunswick, Canada Lounsbury Group of Companies Full timeUnlock Your PotentialAre you ready to take your automotive career to the next level? Look no further than the Lounsbury Group of Companies. We're actively hiring for Automotive Service Technicians, both Licensed and Apprentice.We're hiring at the following locations:Lounsbury Chevrolet in MonctonBMW/MINI MonctonAudi MonctonVolkswagen MonctonLounsbury...
-
Automotive Service Technician
4 weeks ago
Moncton, New Brunswick, Canada Lounsbury Group of Companies Full timeUnlock Your PotentialAre you ready to take your automotive career to the next level? Look no further than the Lounsbury Group of Companies. We're actively hiring for Automotive Service Technicians, both Licensed and Apprentice.We're hiring at the following locations:Lounsbury Chevrolet in MonctonBMW/MINI MonctonAudi MonctonVolkswagen MonctonLounsbury...
Financial Planner, Moncton or Bathurst
3 months ago
Requisition ID: 201152
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, deliver 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.
- 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 : New Brunswick : Moncton || Canada : New Brunswick : Bathurst
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