Financial Planner
13 hours ago
{"h1": "Financial Planner Role at Scotiabank", "p": "As a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your priority will be providing investment and financial planning advice to help clients meet their unique goals. ", "ul": [{"li": "Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support clients\u2019 financial goals."}, {"li": "Exhibit a natural curiosity to uncover and solve for clients\u2019 needs, deliver trusted financial advice to clients regarding their investments and retirement planning."}, {"li": "Demonstrate self-motivation and a goal-oriented mindset when identifying clients\u2019 needs to craft personalized financial strategies and solutions."}, {"li": "Foster strong engagement, educate clients, offer insights, and deliver expert advice."}, {"li": "Exercise a collaborative approach when dealing with peers, clients, and partners."}, {"li": "Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients."}], "h2": "Requirements", "ul": [{"li": "Experience in financial planning and investment sales is preferred."}, {"li": "Successfully completed (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation."}, {"li": "Accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course)."}, {"li": "Ability to work independently as a self-motivated entrepreneur with minimal supervision."}, {"li": "Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment."}], "h2": "What\u2019s in it for you?", "ul": [{"li": "Competitive compensation and benefits package that rewards growing and maintaining your client base."}, {"li": "Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software."}, {"li": "Ability to build long-lasting client relationships through exceptional advice and service."}, {"li": "Work culture that promotes diversity, respect, and inclusion."}, {"li": "Organization committed to making a difference in our communities – for you and your clients."}], "p": "Location(s): Canada : New Brunswick : Miramichi
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."}
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Financial Planner, Miramichi
4 days ago
Miramichi, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team in Miramichi, Canada. As a Financial Planner, 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 for assigned clients, including retirement...
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Financial Planner, Miramichi
4 days ago
Miramichi, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team in Miramichi, Canada. As a Financial Planner, 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 for assigned clients, including retirement...
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Financial Planner, Miramichi
1 week ago
Miramichi, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank in Miramichi. As a Financial Planner, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews for...
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Financial Planner, Miramichi
1 week ago
Miramichi, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank in Miramichi. As a Financial Planner, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews for...
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Financial Planner, Miramichi
1 day ago
Miramichi, Canada Scotiabank Full timeRole OverviewAs 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 delivering investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...
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Financial Planner, Miramichi
1 day ago
Miramichi, Canada Scotiabank Full timeRole OverviewAs 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 delivering investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...
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Financial Planner, Miramichi
5 days ago
Miramichi, Canada Scotiabank Full timeRole SummaryAs 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 investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...
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Financial Planner, Miramichi
5 days ago
Miramichi, Canada Scotiabank Full timeRole SummaryAs 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 investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...
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Financial Planner, Miramichi
1 month ago
Miramichi, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.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. Most importantly, you realize that your clients are your greatest asset, and your priority...
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Financial Planner, Miramichi
1 month ago
Miramichi, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.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. Most importantly, you realize that your clients are your greatest asset, and your priority...
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Financial Planner, Miramichi
1 month ago
Miramichi, Canada Scotiabank Full timeRequisition ID: 204800Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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. Most importantly, you realize that your clients are your greatest...
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Financial Planner, Miramichi
2 weeks ago
Miramichi, Canada Scotiabank Full timeRequisition ID: 204800Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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. Most importantly, you realize that your clients are your greatest...
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Financial Planner, Miramichi
2 months ago
Miramichi, Canada Scotiabank Full timeRequisition ID: 204800 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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. Most importantly, you realize that your clients are your...
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Financial Planner, Miramichi
2 months ago
Miramichi, Canada Scotiabank Full timeRequisition ID: 204800Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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. Most importantly, you realize that your clients are your...
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Financial Planner, Miramichi
1 month ago
Miramichi, New Brunswick, E0A, Northumberland, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.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. Most importantly, you realize that your clients are your greatest asset, and your priority...
