Entrepreneurial Financial Planner — Flexible Hours
3 weeks ago
A leading bank in the Americas is looking for a Financial Planner to build and deepen client relationships. The ideal candidate will have experience in financial planning and investment sales, with a CFP® or PFP® designation. Responsibilities include driving investment sales, establishing business opportunities, and providing personalized financial solutions. The role offers a flexible work environment with opportunities for career growth.
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Entrepreneurial Financial Planner | Flexible Hours
22 hours ago
Ottawa, Canada Scotiabank Full timeA leading financial institution in Canada seeks a Financial Planner to enhance client relationships through expert financial advice. The ideal candidate will have at least 3 years of experience in financial planning and investment sales, with relevant certifications. Responsibilities include driving sales, developing client relationships, and community...
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Toronto, Canada Scotiabank Full timeScotiabank is seeking a Financial Planner for their Scotia Financial Planning team in Toronto. This role focuses on cultivating client relationships, providing personalized financial planning advice, and driving investment sales. Candidates should possess relevant certifications and experience in financial planning and investment sales, and the flexibility...
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Toronto, Canada Scotiabank Full timeScotiabank is seeking a Financial Planner for their Scotia Financial Planning team in Toronto. This role focuses on cultivating client relationships, providing personalized financial planning advice, and driving investment sales. Candidates should possess relevant certifications and experience in financial planning and investment sales, and the flexibility...
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Laval, Canada Scotiabank Full timeJoin Scotiabank as a Financial Planner, where you will develop and deepen client relationships within the mass affluent market. This role focuses on providing high-quality investment and financial planning advice while driving sales. You'll enjoy an entrepreneurial culture, a flexible work environment, and opportunities for growth, all while working within...
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Fort Mcmurray, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwes, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Financial Planner in Fort McMurray, Alberta. This role focuses on developing mass affluent client relationships by delivering personalized investment and financial planning advice. As a Financial Planner, you will have the flexibility to meet clients on your schedule while driving new business acquisition and...
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Entrepreneurial Financial Planner
3 weeks ago
Ottawa, Canada Scotiabank Full timeA leading Canadian bank is seeking a Financial Planner in Ontario, Ottawa. In this role, you will develop mass affluent client relationships by providing personalized financial advice and maintain strong internal and external networks. Candidates should have a PFP® or CFP® designation, 3 years of relevant experience, and strong interpersonal skills....
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Entrepreneurial Financial Planner
3 weeks ago
Ottawa, Canada Scotiabank Full timeA leading Canadian bank is seeking a Financial Planner in Ontario, Ottawa. In this role, you will develop mass affluent client relationships by providing personalized financial advice and maintain strong internal and external networks. Candidates should have a PFP® or CFP® designation, 3 years of relevant experience, and strong interpersonal skills....
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Entrepreneurial Financial Planner
3 weeks ago
Ottawa, Canada Scotiabank Full timeA leading Canadian bank is seeking a Financial Planner in Ontario, Ottawa. In this role, you will develop mass affluent client relationships by providing personalized financial advice and maintain strong internal and external networks. Candidates should have a PFP® or CFP® designation, 3 years of relevant experience, and strong interpersonal skills....
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Mobile Financial Planner
4 weeks ago
Eastern Ontario, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Halton Hills, Surrey, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southw, Canada Scotiabank Full timeA leading financial institution in Canada seeks a Financial Planner to develop client relationships and drive investment sales. This role requires a strong background in financial planning and investment sales, along with excellent networking skills. The position offers flexibility, a competitive compensation structure, and the opportunity to build a...
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Saskatoon, Canada Scotiabank Full timeA leading Canadian financial institution in Saskatoon seeks a Financial Planner to develop client relationships and offer investment solutions. The ideal candidate will have experience in financial planning and possess required designations. This role allows flexibility in meeting clients and offers a competitive compensation structure, along with access to...