Financial Planner, Arnprior
2 months ago
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. 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 assigned market area.
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 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 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.
- Accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- Ability 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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Financial Planner, Arnprior
3 weeks ago
Arnprior, Ontario, 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 providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct in-depth reviews for...
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Financial Planner
2 months ago
Arnprior, Ontario, Canada Scotiabank Full timeFinancial Planner RoleRequisition ID: 201156We 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...
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Financial Planner
2 months ago
Arnprior, Ontario, Canada Scotiabank Full timeFinancial Planner RoleRequisition ID: 201156We 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...
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Strategic Financial Advisor
3 weeks ago
Arnprior, Ontario, Canada Scotiabank Full timeRequisition ID: 201156At 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...
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Financial Planner, Arnprior
5 months ago
Arnprior, Canada Scotiabank Full timeRequisition ID: 201156Join 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 Advisor
5 months ago
Arnprior, Canada Scotiabank Full timeRequisition ID: 199551 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor/ Arnprior/ Permanent/ Full-time 37.5h At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to...
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Financial Advisor
5 months ago
Arnprior, Canada Scotiabank Full timeRequisition ID: 201505 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor/ Arnprior/ Temporary/ Full-time 37.5h At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to...
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Marketing & Economic Development Officer
5 months ago
Arnprior, Canada Town of Arnprior Full timeReporting to the Manager of Community Services/Planner, the Marketing & Economic Development Officer (MEDO) is a member of the Community Services Branch. The MEDO functions as a specialist in the design and management of advertising campaigns and initiatives for the Town. The MEDO is also responsible for providing a broad range of economic development...
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Customer Service Representative
5 months ago
Arnprior, Canada Scotiabank Full timeRequisition ID: 197686 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate/ Arnprior/ Permanent/ Part-time 15h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help...
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Buyer/planner
5 months ago
Arnprior, Canada Pillar5 Pharma Inc. Full timePillar5 Pharma Inc., an industry leading Canadian CDMO specializing in off-the-shelf sterile pharmaceuticals for the North American market, has an opening for a Buyer/Planner, in Arnprior, ON. Reporting to the Manager, Purchasing, you will be a key internal resource responsible for all aspects of buying, planning, and negotiating activities related to...
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Customer Experience Associate
2 months ago
Arnprior, Canada Scotiabank Full timeRequisition ID: 207098 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...
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Financial Advisor
5 months ago
Arnprior, Canada Scotiabank Full timeRequisition ID: 183692 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What your role will be** Financial Advisor Permanent full-time (37.5 hours) Location: Arnprior, On At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to...
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Conseiller Principal Service Bancaire, Arnprior
5 months ago
Arnprior, Canada Banque Scotia Full timeNuméro de la demande: 188089 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. **À propos du role**: En tant que conseiller principal des services bancaires, votre approche est axée sur les clients et vous êtes en mesure d’établir facilement des liens avec eux. Acteur...
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Customer Experience Associate
2 months ago
Arnprior, Canada Scotiabank Full timeRequisition ID: 207098Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.Our...
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Account Manager
5 months ago
Arnprior, Canada McDougall Insurance and Financial Full timeAre you looking to start a new career? Our growing team is looking for a Account Manager to join our Commercial Lines team in Arnprior, Ontario! McDougall Insurance is the largest insurance brokerage in Eastern Ontario, representing over 50 insurance companies giving us the ability to provide the best selection and rates to our clients. Over the years, the...
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Member Experience Representative
5 months ago
Arnprior, Canada Northern Credit Union Limited Full timeNorthern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial...
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Member Experience Representative
5 months ago
Arnprior, Canada Northern Credit Union Full timeNorthern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference in members lives by providing them tools to achieve their financial goals. As a key player in the financial...
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cook, ethnic foods
3 months ago
Arnprior, Canada Biryani House Arnprior Corporation Full timeDurée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 40 hours per weekEducation: Expérience: EducationSecondary (high) school graduation certificateWork settingRestaurantTasksDetermine the size of food portions and costsPlan menus and estimate food requirements for their realizationRequisition food and kitchen suppliesPrepare and cook...
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cook, ethnic foods
3 months ago
Arnprior, Canada Biryani House Arnprior Corporation Full timeWork Term: PermanentWork Language: EnglishHours: 40 hours per weekEducation: Secondary (high) school graduation certificateExperience: 1 year to less than 2 yearsWork settingRestaurantTasksDetermine the size of food portions and costsPlan menus and estimate food requirements for their realizationRequisition food and kitchen suppliesPrepare and cook complete...
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Client Service Representative
5 months ago
Arnprior, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Client Service Representative
5 months ago
Arnprior, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...