Current jobs related to Investment Advisor, Truro or Amherst - Truro, Nova Scotia - Scotiabank
-
Financial Planner
4 weeks ago
Truro, Nova Scotia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team in Truro or Amherst, Nova Scotia. 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...
-
Financial Planner
1 month ago
Truro, Nova Scotia, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team in Truro or Amherst, Nova Scotia. 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...
-
Financial Planner
1 month ago
Truro, Nova Scotia, Canada Scotiabank Full timeRole SummaryWe are seeking a skilled Financial Planner to join our team in Truro or Amherst. 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...
-
Financial Planner
4 weeks ago
Truro, Nova Scotia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team in Truro or Amherst, Nova Scotia. 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...
-
Financial Planner
1 month ago
Truro, Nova Scotia, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team in Truro or Amherst, Nova Scotia. 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...
-
Financial Planner
1 month ago
Truro, Nova Scotia, Canada Scotiabank Full timeRole SummaryWe are seeking a skilled Financial Planner to join our team in Truro or Amherst. 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...
-
Financial Planner, Truro or Amherst
1 week ago
Truro, Nova Scotia, Canada Scotiabank Full timeRequisition ID: 209378At Scotiabank, we're seeking a skilled Financial Planner to join our team in Truro or Amherst. 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.Using a comprehensive financial planning framework, you will be focused on...
-
Financial Planner, Truro or Amherst
1 week ago
Truro, Nova Scotia, Canada Scotiabank Full timeRequisition ID: 209378As 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 clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.Following a...
-
Senior Financial Advisor
4 days ago
Truro, Nova Scotia, Canada Scotiabank Full timeRequisition ID: 209378At 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.Using a comprehensive financial planning framework, you'll focus on investment...
-
Financial Planner, Truro or Amherst
6 days ago
Truro, Nova Scotia, Canada Scotiabank Full timeRequisition ID: 209378As 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 clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. Following...
-
Financial Planner
7 days ago
Truro, Nova Scotia, Canada Scotiabank Full timeRequisition ID: 201099At Scotiabank, we're 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.Your clients are your greatest asset, and your priority is providing investment and...
-
Financial Planner, Truro or Amherst
4 weeks ago
Truro, Nova Scotia, Canada Scotiabank Full timeRequisition ID: 201099At Scotiabank, we're committed to delivering exceptional client experiences and driving business growth through our talented team members. 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.Using a comprehensive...
-
Financial Planner, Truro or Amherst
4 weeks ago
Truro, Nova Scotia, Canada Scotiabank Full timeRequisition ID: 201099At Scotiabank, we're committed to delivering exceptional client experiences and driving business growth through our talented team members. 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.Using a comprehensive...
-
Financial Planner, Truro or Amherst
1 week ago
Truro, Nova Scotia, Canada Scotiabank Full timeRequisition ID: 201099At Scotiabank, we're committed to delivering exceptional financial advice and service to our clients. 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.Using a comprehensive financial planning framework, you'll...
-
Financial Planner
2 weeks ago
Truro, Nova Scotia, Canada Scotiabank Full timeJob 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 providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct in-depth...
-
Financial Planner, Truro or Amherst
4 weeks ago
Truro, Nova Scotia, Canada Scotiabank Full timeJob SummaryAs 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. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the...
-
Financial Planner, Truro or Amherst
4 weeks ago
Truro, Nova Scotia, Canada Scotiabank Full timeJob SummaryAs 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. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the...
-
Financial Planner, Truro or Amherst
1 month ago
Truro, Nova Scotia, Canada Scotiabank Full timeRole SummaryAs 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. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the...
-
Financial Planner, Truro or Amherst
1 month ago
Truro, Nova Scotia, Canada Scotiabank Full timeRole SummaryAs 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. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the...
-
Financial Planner
1 month ago
Truro, Nova Scotia, Canada Scotiabank Full timeRole SummaryAs a Financial Planner at Scotiabank, you will be responsible for 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...
Investment Advisor, Truro or Amherst
2 months ago
Requisition ID: 201099
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 enhancing client relationships by delivering exceptional advice and service tailored to the mass affluent market. Your clients are your most valuable asset, and your main objective is to provide investment and financial planning guidance to assist them in achieving their unique aspirations.
Utilizing a comprehensive financial planning framework, you will concentrate on investment sales and acquiring new clients, while also identifying business development opportunities with prospects and clients in your designated market area.
Your role will involve promoting the growth and sustainability of proprietary investment business in your assigned market area by:
Conducting thorough assessments for assigned clients, including retirement planning, wealth accumulation, and estate planning, using financial planning skills and tools to support their financial objectives. Demonstrating a natural curiosity to uncover and address client needs, providing trusted financial advice regarding investments and retirement planning. Showing self-motivation and a goal-oriented approach when identifying client needs to create personalized financial strategies and solutions. Building strong engagement with clients, educating them, offering insights, and delivering expert advice. Adopting a collaborative approach when interacting with colleagues, clients, and partners. Establishing relationships that prioritize an excellent client experience and fostering long-term connections with existing clients.Do you possess the skills necessary to excel in this position? We would be excited to collaborate with you if you have:
Experience in financial planning and investment sales is preferred. Successfully completed (or are working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation. Accreditation as a mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course). The ability to work independently as a self-motivated entrepreneur with minimal supervision. Knowledge of competitive offerings, market trends, economic conditions, and the regulatory landscape.What can you expect in return?
A competitive compensation and benefits package that rewards the growth and maintenance of your client base. Access to advanced resources to support your development, including dedicated marketing assistance, powerful mobile technology, and leading CRM, portfolio, and financial planning software. The opportunity to build enduring client relationships through exceptional advice and service. A workplace culture that values diversity, respect, and inclusion. An organization committed to making a positive impact in our communities – for you and your clients.