Current jobs related to Financial Planner - Vancouver, British Columbia - Scotiabank

  • Financial Planner

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. 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

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. 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 Responsibilities:Conduct in-depth reviews for assigned clients, including retirement...

  • Financial Planner

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. 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

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. 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 Responsibilities:Conduct in-depth reviews for assigned clients, including retirement...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleRequisition ID: 201089We are seeking a skilled Financial Planner to join our team at Scotiabank. 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 Responsibilities:Conduct in-depth reviews for assigned...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleRequisition ID: 201089We are seeking a skilled Financial Planner to join our team at Scotiabank. 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 Responsibilities:Conduct in-depth reviews for assigned...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job Title: Financial PlannerAt Royal Bank of Canada, we are seeking a highly skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.Key Responsibilities:Provide tailored financial planning advice...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job Title: Financial PlannerAt Royal Bank of Canada, we are seeking a highly skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.Key Responsibilities:Provide tailored financial planning advice...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job Title: Financial PlannerAt Royal Bank of Canada, we are seeking a highly motivated and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.Key Responsibilities:Provide tailored financial...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...

  • Financial Planner Professional

    9 hours ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Role Summary:As 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 goal is to provide investment and financial planning advice to help clients meet their unique goals.Main Responsibilities:Conduct comprehensive...

  • Senior Financial Planner

    3 days ago

    Vancouver, British Columbia, Canada HM Tax and Accounting Full time

    Job Summary:We are seeking a Senior Financial Planner to join HM Tax and Accounting. The ideal candidate will have 5+ years of experience in planning and administering accounting systems, preparing financial information, statements, and reports, and analyzing financial documents.Responsibilities:Plan, set up, and administer accounting systemsPrepare...

  • Financial Planner

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    As a Financial Planner at Scotiabank, you will be a key member of the branch sales team 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. Your primary role is to establish/deepen investment and primary banking...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help...

  • Financial Planner Assistant

    4 weeks ago

    Vancouver, British Columbia, Canada RBC - Royal Bank Full time

    Job SummaryWe are seeking a highly motivated and organized Financial Planner Assistant to support our top-producing Financial Planner in meeting sales objectives and related activities. As a key member of our team, you will provide value-added administrative support and services to ensure the success of our clients.Key ResponsibilitiesProvide responsive...

  • Financial Planner Assistant

    4 weeks ago

    Vancouver, British Columbia, Canada RBC - Royal Bank Full time

    Job SummaryWe are seeking a highly motivated and organized Financial Planner Assistant to support our top-producing Financial Planner in meeting sales objectives and related activities. As a key member of our team, you will provide value-added administrative support and services to ensure the success of our clients.Key ResponsibilitiesProvide responsive...

Financial Planner

2 months ago

Vancouver, British Columbia, Canada Scotiabank Full time
Financial Planner Role

Requisition ID: 201089

We are seeking a skilled Financial Planner to join our team at Scotiabank. 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 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.
  • Natural curiosity to uncover and solve for client needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  • You will be self-directed, performance-oriented in your approach, discovering our clients' needs, listening to understand what they are looking for, customized financial strategies and solutions.
  • Be highly engaged, educate clients, provide relevant insights and expert advice.
  • Demonstrate 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.
Requirements
  • Experience in financial planning and investment sales is preferred.
  • Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
  • You're a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You're goal-oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
What's in it for you?
  • 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.