Financial Planner
1 week ago
Financial Planner - Scarborough, ON (Scarborough Town Centre Branch) Requisition ID: 216578 Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. About The Role 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. Responsibilities Be passionate about financial sales and delivering trusted financial advice to customers regarding complex investment and retirement planning. 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. Skills Successfully completed the CIFP Diploma in Financial Planning (or bank recognised equivalent). Minimum three years of experience in financial planning and investment sales. Demonstrated sales management experience and the ability to market Scotiabank. Ability to cultivate strong relationships with customers, peers and partners. Benefits 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 recognise our employees’ contributions. An organisation committed to making a difference in our communities – for you and your customers. Location(s): Canada : Ontario : Scarborough 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. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales; Banking industry #J-18808-Ljbffr
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Financial Planner
5 days ago
Toronto, Canada BMO Financial Full timeApplication Deadline: 12/08/2025 Address: 57-59 Provost Dr Unit B Bldg E Job Family Group: Retail Banking Sales & Service 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...
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Financial Planner
5 days ago
Toronto, Canada BMO Financial Full timeApplication Deadline: 12/08/2025 Address: 57-59 Provost Dr Unit B Bldg E Job Family Group: Retail Banking Sales & Service 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...
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Financial Planner
6 days ago
Toronto, Canada BMO Financial Full timeApplication Deadline:12/08/2025Address:57-59 Provost Dr Unit B Bldg EJob Family Group:Retail Banking Sales & ServiceJoin 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...
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Financial Planner
6 days ago
Toronto, Canada BMO Financial Full timeApplication Deadline:12/08/2025Address:57-59 Provost Dr Unit B Bldg EJob Family Group:Retail Banking Sales & ServiceJoin 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...
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Financial Planner
6 days ago
Toronto, Canada BMO Financial Full timeApplication Deadline: 12/08/2025 Address: 57-59 Provost Dr Unit B Bldg E Job Family Group: Retail Banking Sales & Service 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...
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Financial Planner
7 days ago
Toronto, Canada BMO Financial Group Full timeWe are currently hiring Financial Planners for various locations in the Greater Toronto Region.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...
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Financial Planner
2 weeks ago
Toronto, Canada BMO Financial Group Full timeWe are currently hiring Financial Planners for various locations in the Greater Toronto Region.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...
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Financial Planner
3 weeks ago
Toronto, Canada Mashreq Bank Full timeJob SummaryHome Depot is seeking a highly analytical and customer-focused Financial Planner to join our dynamic Finance team. This remote role is ideal for someone passionate about helping individuals and businesses make informed financial decisions. As a Financial Planner, you will be responsible for developing strategic financial plans, analyzing fiscal...
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Toronto, Canada Mashreq Bank Full timeJob SummaryHome Depot is seeking a highly analytical and customer-focused Financial Planner to join our dynamic Finance team. This remote role is ideal for someone passionate about helping individuals and businesses make informed financial decisions. As a Financial Planner, you will be responsible for developing strategic financial plans, analyzing fiscal...
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Financial Planner
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Toronto, Canada Mashreq Bank Full timeJob Summary Home Depot is seeking a highly analytical and customer-focused Financial Planner to join our dynamic Finance team. This remote role is ideal for someone passionate about helping individuals and businesses make informed financial decisions. As a Financial Planner, you will be responsible for developing strategic financial plans, analyzing fiscal...
