Financial Planner/Investment Specialist
24 hours ago
Scotiabank is seeking a skilled Financial Planner/Investment Specialist to join our team in Grand Falls-Windsor or Gander. As a key member of our team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
Key Responsibilities:- Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support our clients' financial goals.
- Exhibit a natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Demonstrate self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
- Foster strong engagement, educate clients, offer insights, and deliver expert advice.
- Exercise a collaborative approach when dealing with peers, clients, and partners.
- Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
- Experience in financial planning and investment sales is preferred.
- Successfully completed (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation.
- You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- You're able to work independently as a self-motivated entrepreneur with minimal supervision.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
- A competitive compensation and benefits package that rewards growing and maintaining your client base.
- Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
- The ability to build long-lasting client relationships through exceptional advice and service.
- A work culture that promotes diversity, respect, and inclusion.
- An organization committed to making a difference in our communities – for you and your clients.
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Gander, Newfoundland and Labrador, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Financial Planner/Investment Specialist to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews...
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Gander, Newfoundland and Labrador, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Financial Planner/Investment Specialist to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews...
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Investment Advisor/Financial Consultant
1 month ago
Gander, Newfoundland and Labrador, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Investment Advisor/Financial Consultant Requisition ID: 201162 Join a purpose-driven team that is dedicated to achieving results within an inclusive and high-performing culture. As an Investment Advisor, your primary focus will be on cultivating and...
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Tax Preparation Specialist
1 month ago
Gander, Newfoundland and Labrador, Canada Northeast Financial Services Inc. Full timePosition OverviewNortheast Financial Services Inc. is seeking a dedicated Tax Preparation Specialist to join our team. This role is ideal for individuals looking to develop their skills in the financial sector.QualificationsEducation: Completion of a college, CEGEP, or other non-university certificate or diploma program lasting 1 to 2 years.Experience: No...
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Tax Preparation Specialist
1 month ago
Gander, Newfoundland and Labrador, Canada Northeast Financial Services Inc. Full timePosition OverviewNortheast Financial Services Inc. is seeking a dedicated Tax Preparation Specialist to join our team. This role is essential in providing high-quality tax preparation services to our clients.QualificationsEducation: Completion of a college, CEGEP, or other non-university certificate or diploma program lasting 1 to 2 years.Experience: No...
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Tax Return Specialist
4 weeks ago
Gander, Newfoundland and Labrador, Canada Northeast Financial Services Inc. Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Tax Return Specialist to join our team at Northeast Financial Services Inc.Key ResponsibilitiesClient Invoicing: Accurately invoice clients for tax preparation services.Tax Preparation: Prepare income tax returns for individuals and businesses.Clerical Duties: Maintain filing and record...
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Tax Preparation Specialist
1 month ago
Gander, Newfoundland and Labrador, Canada Northeast Financial Services Inc. Full timePosition OverviewNortheast Financial Services Inc. is seeking a dedicated Tax Preparation Specialist to join our team. This role is ideal for individuals who are passionate about assisting clients with their tax needs.QualificationsEducation: Completion of a college, CEGEP, or other non-university certificate or diploma program lasting 1 to 2...
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Tax Preparation Specialist
1 month ago
Gander, Newfoundland and Labrador, Canada Northeast Financial Services Inc. Full timePosition OverviewNortheast Financial Services Inc. is seeking a dedicated Tax Preparation Specialist to join our team. This role is essential in providing high-quality tax preparation services to our clients.QualificationsEducation: Completion of a college, CEGEP, or other non-university certificate or diploma program lasting 1 to 2 years.Experience: No...
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Tax Preparation Specialist
1 month ago
Gander, Newfoundland and Labrador, Canada Northeast Financial Services Inc. Full timePosition OverviewNortheast Financial Services Inc. is seeking a dedicated Tax Preparation Specialist to join our team. This role is essential in assisting clients with their income tax filings and ensuring compliance with relevant regulations.QualificationsEducation: Completion of a college, CEGEP, or other non-university certificate or diploma program...
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Financial Services Expert
3 weeks ago
Gander, Newfoundland and Labrador, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our clients.Key ResponsibilitiesDevelop and implement comprehensive...
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Financial Services Expert
3 weeks ago
Gander, Newfoundland and Labrador, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our clients.Key ResponsibilitiesDevelop and implement comprehensive...
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Senior Financial Consultant
3 weeks ago
Gander, Newfoundland and Labrador, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our clients.Key ResponsibilitiesDevelop and implement comprehensive...
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Senior Financial Consultant
3 weeks ago
Gander, Newfoundland and Labrador, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our clients.Key ResponsibilitiesDevelop and implement comprehensive...
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Senior Financial Consultant
3 weeks ago
Gander, Newfoundland and Labrador, Canada Scotiabank Full timeAbout ScotiabankScotiabank 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.About the RoleWe are seeking a skilled and customer-centric Financial Services Professional to join our team. As a key...
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Senior Financial Consultant
3 weeks ago
Gander, Newfoundland and Labrador, Canada Scotiabank Full timeAbout ScotiabankScotiabank 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.About the RoleWe are seeking a skilled and customer-centric Financial Services Professional to join our team. As a key...
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Senior Financial Consultant
2 weeks ago
Gander, Newfoundland and Labrador, Canada Scotiabank Full timeAbout ScotiabankScotiabank 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.About the RoleWe are seeking a skilled and customer-centric Financial Services Professional to join our team. As a key...
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Senior Financial Consultant
2 weeks ago
Gander, Newfoundland and Labrador, Canada Scotiabank Full timeAbout ScotiabankScotiabank 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.About the RoleWe are seeking a skilled and customer-centric Financial Services Professional to join our team. As a key...
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Senior Financial Advisor
3 weeks ago
Gander, Newfoundland and Labrador, Canada Scotiabank Full timeRequisition ID: 205943Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be... Senior Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture...
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Tax Preparation Specialist
1 month ago
Gander, Newfoundland and Labrador, Canada Northeast Financial Services Inc. Full timePosition OverviewNortheast Financial Services Inc. is seeking a dedicated Income Tax Consultant to join our team. This role involves assisting clients with their tax preparation needs in a supportive and professional environment.QualificationsEducation: Completion of a college, CEGEP, or equivalent non-university program lasting 1 to 2 years.Experience:...
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Transportation Specialist
23 hours ago
Gander, Newfoundland and Labrador, Canada NLSchools Full timeJob SummaryWe are seeking a skilled Transportation Specialist to join our team at NLSchools. As a key member of our operations team, you will be responsible for safely transporting students and staff to and from school.ResponsibilitiesEducation: Secondary (high) school graduation certificateExperience: Will trainScreening questions:Are you available for...