Financial Planner, Scotia Financial Planning
3 weeks ago
Financial Planner, Scotia Financial Planning - Chilliwack Requisition ID: 240684 Join a purpose‑driven, high‑performing team committed to results and inclusivity. As a Financial Planner, you will focus on deepening client relationships and providing high‑quality investment and financial planning advice to the mass‑affluent market. The role offers flexibility to meet clients outside the office on a schedule that suits both you and your clients, and the benefits of working within the Scotiabank framework. Responsibilities Execute business development plans for prospects and existing clients within the mass‑affluent market, identify opportunities, and facilitate implementation of investment solutions or referrals to appropriate partners. Provide client‑centric investment solutions through a financial‑planning framework, aligning with Global Sales Principles, conduct outbound communications and proactive calling to prospects, and perform complimentary needs analysis across financial statements. Actively participate in local professional and community events to expand your network, deliver information sessions and financial seminars, build a market profile, and manage a small budget for independent marketing activities. Qualifications 3 years of experience in financial planning and investment sales. Mutual Funds Certified Professional with current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). Completed Personal Financial Planning (PFP®) designation and/or Certified Financial Planner (CFP®) designation. Proven networking, client acquisition, and interpersonal skills; experience building and maintaining Centres of Influence (COIs). Goal‑oriented, entrepreneurial mindset; able to work independently with minimal supervision as part of a larger team. Extensive knowledge of competitive offerings, market trends, economic conditions, and regulatory environment. Valid driver’s license and access to a vehicle to meet clients and prospects within the designated district. Benefits Entrepreneurial culture with freedom to develop your career. Fast‑paced, flexible work environment with settable hours and convenient client meetings. Compensation structure rewards growth and maintenance of client base. Access to leading‑edge resources, including marketing support, mobile technology, CRM, portfolio, and financial‑planning software. Opportunity to build long‑lasting client relationships through exceptional advice and service. Partnership with branches and Scotia Global Asset Management for an excellent client experience. Work culture promoting diversity, respect, and inclusion. Other Information Compensation structure is base plus variable pay; role is mobile and requires frequent travel. Location: Canada – British Columbia – Chilliwack. Scotiabank is a leading bank in the Americas, guided by the purpose “for every future”. We help customers, families, and communities achieve success through a broad range of advice, products and services. We value the unique skills and experiences each individual brings, and are committed to creating an inclusive and accessible environment for everyone. If you require accommodation during recruitment or selection, please let our Recruitment team know. Candidates must apply online. We thank all applicants for their interest; only those selected for an interview will be contacted. #J-18808-Ljbffr
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Financial Planner, Scotia Financial Planning
3 weeks ago
Chilliwack, Canada Scotiabank Full timeRequisition ID: 228291 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...
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Financial Planner, Scotia Financial Planning
3 weeks ago
Chilliwack, Canada Scotiabank Full timeRequisition ID: 228291Join 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...
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Financial Planner, Scotia Financial Planning
4 days ago
Chilliwack, BC, Canada Scotiabank Full time $70,000 - $120,000 per yearRequisition ID: 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 our Global...
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Financial Planner, Scotia Financial Planning
14 hours ago
Chilliwack, BC, Canada Scotiabank Full timeRequisition ID: 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 our Global...
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Financial Planner, Scotia Financial Planning
2 weeks ago
Chilliwack, BC, Canada Scotiabank Full time $100,000 - $120,000 per yearRequisition ID: Join 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 of a...
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Financial Advisor
4 weeks ago
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Senior Financial Advisor
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Senior Financial Advisor
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Financial Advisor
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Financial Controller
3 days ago
Chilliwack, Canada Frontline Machinery Full time**CULTURE &** **COLLABORATION**: We wouldn’t be who we are without every member on our team. Everyone from the shop floor to the service counter has a voice contributing to our growth and success.**FLEXIBLE** **SCHEDULE**: As a family-oriented business, we understand the importance of a flexible work schedule and creating a healthy environment for our...
