Financial Planner
1 month ago
As a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening relationships with existing customers, as well as those referred by branch partners.
Key Responsibilities:
- 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 passionate about financial sales and delivering trusted financial advice to customers regarding complex investment and retirement planning.
- Take a proactive approach to discovering customers' needs, listening to understand what they are looking for, and providing relevant insights and expert advice.
- Demonstrate a collaborative approach when dealing with peers, customers, and partners, building relationships and focusing on providing a great client experience.
Requirements:
- Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
- A 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.
What's in it for you?
- 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 recognize our employees' contributions.
- An organization committed to making a difference in our communities – for you and your customers.
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeFinancial Planner Job DescriptionAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. Your primary responsibility will be to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeFinancial Planner Job DescriptionAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. Your primary responsibility will be to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleAt Scotiabank, we're committed to helping our clients achieve their financial goals. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleAt Scotiabank, we're committed to helping our clients achieve their financial goals. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including...
-
Financial Planner
2 months ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be 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.Key Responsibilities:Establish...
-
Financial Planner
2 months ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be 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.Key Responsibilities:Establish...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening relationships with existing customers, as well as those referred by branch partners.Key...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening relationships with existing customers, as well as those referred by branch partners.Key...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
-
Financial Planner
4 weeks ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
-
Financial Planner
4 weeks ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
-
Financial Planner
3 weeks ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
-
Financial Planner
3 weeks ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
