Financial Planner, Scotia Financial Planning

6 days ago

Whitehorse, Canada Scotiabank Full time

Requisition ID: # Join a purpose-driven, high-performing team committed to results and inclusivity. We have rebranded our role to Financial Planners within the Scotia Financial Planning team, part of our Global Asset Management Division (formerly known as "Investment Specialist" under the Mobile Advice Team). 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. You are entrepreneurial, leveraging your networks and centers of influence to grow your practice through building long-term relationships. Your clients are your assets, and your goal is to help them meet their financial objectives. This role offers flexibility to meet clients outside of traditional office hours and within a collective Scotiabank framework that benefits both your clients and your practice. Responsibilities include: Business Development: Executing plans to prospect and serve clients, identifying new opportunities, and facilitating investment solutions or referrals. Client-Centric Solutions: Providing tailored investment advice through a financial planning framework, conducting needs analyses, and maintaining proactive communication. Community Engagement: Participating in local events, delivering seminars, and building a market profile in your assigned area. Qualifications: At least 3 years of experience in financial planning and investment sales. Current mutual funds certification and adherence to MFDA licensing requirements. Completion of a Personal Financial Planning (PFP®) and/or Certified Financial Planner (CFP®) designation. Strong networking, client acquisition, and interpersonal skills. Goal-oriented, entrepreneurial, and able to work independently and within a team. Knowledge of market trends, economic conditions, and regulatory environment. Valid driver’s license and access to a vehicle for client meetings. Benefits: Entrepreneurial culture with career development opportunities. Flexible work environment with the ability to set your own schedule. Compensation based on client base growth and retention. Access to advanced resources, marketing support, and technology. Opportunity to build lasting client relationships through exceptional service. Supportive work culture emphasizing diversity, respect, and inclusion. Additional Information: This is a mobile role requiring frequent travel, with a compensation structure of base salary plus variable pay. Location: Whitehorse, Yukon, Canada. For more details on similar roles, see the "Financial Advisor, Investment & Retirement (FAIR)" posting. Scotiabank is committed to accessibility and will accommodate applicants during the recruitment process upon request. Only shortlisted candidates will be contacted. #J-18808-Ljbffr

  • Financial Planner, Scotia Financial Planning

    6 days ago

    Whitehorse, Canada Scotiabank Full time

    Requisition ID: # Join a purpose-driven, high-performing team committed to results and inclusivity. We have rebranded our role to Financial Planners within the Scotia Financial Planning team, part of our Global Asset Management Division (formerly known as "Investment Specialist" under the Mobile Advice Team). As a Financial Planner, you will focus on...

  • Financial Planner, Scotia Financial Planning

    1 week ago

    (s): Canada : Yukon : Whitehorse Scotiabank Global Site Full time

    Requisition ID: 229665Join 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 Controller

    1 week ago

    Whitehorse, Yukon, Canada Air North, Yukon's Airline Full time

    Founded in 1977, Air North, Yukon's Airline today serves destinations with the territory and connects the Yukon with southern destinations that include Calgary, Edmonton, Kelowna, Ottawa, Toronto, Vancouver, and Victoria. Our legacy of over 45 years of serving Yukoners has been thanks to their steadfast support, as well as investment from the Vuntut Gwitchin...

  • Financial Advisor

    3 days ago

    Whitehorse, Yukon, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Financial Advisor

    3 days ago

    Whitehorse, Yukon, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Service Planner

    1 week ago

    Whitehorse, Yukon, Canada Finning Full time $75,000 - $95,000

    Company:Number of Openings:1Worker Type:PermanentPosition Overview:Join Finning's Service Operations team and play a critical role in managing complex repair and rebuild projects from intake to completion. This role offers:• Opportunities to apply project management and technical expertise in a dynamic environment.• A collaborative team culture with...

  • Maintenance Planner

    3 weeks ago

    Whitehorse, Canada Parsons Oman Full time

    Job Description Parsons is seeking an amazingly talented Maintenance Scheduler/Planner to join our team! In this role, you will contribute to a mine site remediation project's safe, efficient, and profitable operation as a member of the Care & Maintenance (C&M) Team. Local Candidates preferred but open to candidates who are available on a fly-in/fly-out...

  • Customer Service Representative

    5 days ago

    Whitehorse, Canada BMO Financial Group Full time

    111 Main Street Whitehorse Yukon,Y1A 2A7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Financial Advisor

    4 days ago

    Whitehorse, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin...

  • Mine Site Maintenance Planner – FIFO Rotation

    3 weeks ago

    Whitehorse, Canada Parsons Oman Full time

    A leading global engineering firm is seeking a Maintenance Scheduler/Planner for a mine site remediation project in Yukon. Responsibilities include developing detailed maintenance schedules and collaborating with project managers and maintenance teams to ensure efficient operations. Candidates should have Grade 12 or GED, planning experience, and be...