Financial Planner

4 weeks ago

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

As a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. 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 to identify their financial needs and goals.
  • Develop and implement comprehensive financial plans to help clients achieve their objectives.
  • Provide trusted financial advice to clients regarding their investments and retirement planning.
  • Build relationships with clients and provide exceptional service to grow their business.
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice.
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.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • Goal-oriented and entrepreneurial with the ability to work independently and as part of a team.
What We Offer:
  • 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 and powerful mobile technology.
  • 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.

  • Financial Planner

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job Title: Financial PlannerScotiabank 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

    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

    3 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

    3 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 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 ResponsibilitiesConduct in-depth reviews for assigned clients,...

  • Financial Planner

    3 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

    3 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

    1 month 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 ResponsibilitiesConduct in-depth reviews for assigned clients,...

  • Financial Planner

    3 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

    3 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

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial 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

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial 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

    3 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

    3 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

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. 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 to...

  • Financial Planner

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. 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 to...

  • Financial Planner

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleRequisition ID: 201089At Scotiabank, we're committed to delivering exceptional financial services to our clients. As a Financial Planner, you'll play a key role in helping our clients achieve their financial goals by providing expert advice and guidance.Key ResponsibilitiesDevelop and deepen client relationships by providing...

  • Financial Planner

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleRequisition ID: 201089At Scotiabank, we're committed to delivering exceptional financial services to our clients. As a Financial Planner, you'll play a key role in helping our clients achieve their financial goals by providing expert advice and guidance.Key ResponsibilitiesDevelop and deepen client relationships by providing...

  • Financial Planner

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleRequisition ID: 201089As 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 primary goal is to provide investment and financial planning advice to help clients meet their unique goals.Key...