Financial Planner, Branch Network

4 weeks ago

Barrie, Canada Scotiabank Full time

Financial Planner, Branch Network - Barrie Requisition ID: 240513 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Responsibilities Conduct in‑depth reviews for assigned clients, including retirement planning, wealth accumulation and estate planning, utilizing financial planning skills and tools. Exhibit a natural curiosity to uncover and solve for client needs, delivering trusted financial advice about investments and retirement planning. Demonstrate self‑motivation and a goal‑oriented mindset to identify clients’ needs and craft personalized financial strategies and solutions. Foster strong engagement, educate clients, offer insights, and deliver expert advice. Build relationships, focusing on providing a great client experience and growing long‑standing relationships with existing clients. Leverage advanced technology tools to enhance client interactions and streamline financial planning processes. Focus on achieving targets to ensure a balanced approach to client satisfaction and business growth. Qualifications Experience in financial planning and investment sales is preferred. Successfully completed the CIFP CFP designation or a bank‑recognized equivalent. Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the investment funds in Canada or bank‑recognized equivalent. Thrive in a collaborative, results‑driven team culture where contributions are recognized and rewarded. Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. What’s in it for you? Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers. An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities. A supportive work environment that promotes work‑life balance. Location Canada: Ontario – Barrie or Toronto. 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 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. Thank you for your interest in a career at Scotiabank; only those selected for an interview will be contacted. #J-18808-Ljbffr

  • Financial Planner, Branch Network

    4 weeks ago

    Barrie, Canada Scotiabank Full time

    Financial Planner, Branch Network - Barrie Requisition ID: 240513 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales...

  • Financial Planner, Branch Network

    2 weeks ago

    Barrie, Canada Scotiabank Full time

       Requisition ID: 240513Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleInternally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the...

  • Financial Planner, Branch Network

    7 days ago

    Barrie, ON LM A, Canada Scotiabank Full time $60,000 - $120,000 per year

    Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleInternally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall...

  • Financial Planner, Scotia Financial Planning

    5 days ago

    Barrie, Canada Scotiabank Full time

       Requisition ID: 228316Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning”...

  • Financial Planner, Scotia Financial Planning

    3 weeks ago

    Barrie, Canada Scotiabank Full time

    Requisition ID: 228316 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within...

  • Financial Plammer

    4 days ago

    Barrie, Canada BMO Financial Group Full time

    494 Big Bay Point Road Barrie Ontario,L4N 3Z5 Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role - helping your...

  • Financial Planner, Scotia Financial Planning

    1 week ago

    (s): Canada : Ontario : Barrie Scotiabank Global Site Full time $60,000 - $120,000 per year

    Requisition ID: 228316Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role...

  • Financial Service Representative

    1 week ago

    Barrie, Canada CURO Financial Technologies Corp Full time

    Overview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across branch, online, mobile, and contact center touchpoints for a best-in-class...

  • Financial Planner/ Insurance Agent

    1 week ago

    Barrie, Ontario, Canada Ravens Rock Wealth And Estate Planning Full time $60,000 - $120,000 per year

    Job Title: Financial PlannerLocation: Barrie, Ontario, CanadaCompany: Ravens RockAbout UsRavens Rock is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With a commitment to personalized service and expert guidance, we provide comprehensive financial planning, investment management, and advanced retirement...

  • Sales Manager

    4 days ago

    Barrie, Canada Easy Financial Services Inc. (Corporate). Full time

    If you are looking to join one of Canada’s fastest growing companies, goeasy Ltd. is the place for you! Recognized as one ofNorth America’s Most Engaged Workplaces, we want the best to join our team. **easyfinancial** is one of Canada’s leading non-prime lenders, we pride ourselves on helping everyday Canadians achieve their personal and financial...