Financial Planner

4 weeks ago

Sudbury, Ontario, Canada Scotiabank Full time
Financial Planner Job Description

As 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 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.
  • Self-directed, performance-oriented approach in discovering our clients' needs, listening to understand what they are looking for, customized financial strategies and solutions.
  • Highly engaged, educate clients, provide relevant insights and expert advice.
  • 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.
  • Accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • Goal-oriented and entrepreneurial, able to 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.

  • Financial Planner

    1 month ago

    Sudbury, Ontario, 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 ResponsibilitiesConduct in-depth reviews for assigned clients to...

  • Financial Planner

    1 month ago

    Sudbury, Ontario, 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 ResponsibilitiesConduct in-depth reviews for assigned clients to...

  • Financial Planner

    2 weeks ago

    Sudbury, Ontario, Canada Scotiabank Full time

    Financial Planner Role at ScotiabankAs 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...

  • Financial Planner

    1 month ago

    Sudbury, Ontario, Canada Scotiabank Full time

    Financial Planner RoleAs 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...

  • Financial Planner

    1 month ago

    Sudbury, Ontario, Canada Scotiabank Full time

    Financial Planner RoleAs 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...

  • Financial Planner

    2 months ago

    Sudbury, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly 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, including retirement...

  • Financial Planner

    2 months ago

    Sudbury, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly 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, including retirement...

  • Financial Planner

    3 weeks ago

    Sudbury, Ontario, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate ChannelLocation: Ontario NortheastReferral Level: Level 2We are seeking a highly motivated and experienced financial planner to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed and have a passion for delivering exceptional client service, please review the details below and apply...

  • Financial Planner

    4 weeks ago

    Sudbury, Ontario, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate ChannelLocation: Ontario NortheastReferral Level: Level 2We are seeking a highly motivated and experienced financial planner to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed and have a passion for delivering exceptional client service, please review the details below and apply...

  • Financial Planner

    2 months ago

    Sudbury, Ontario, Canada Scotiabank Full time

    Role SummaryWe 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, including retirement planning,...

  • Financial Planner

    2 months ago

    Sudbury, Ontario, Canada Scotiabank Full time

    Role SummaryWe 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, including retirement planning,...

  • Financial Planner

    2 weeks ago

    Sudbury, Ontario, Canada Scotiabank Full time

    Role SummaryWe 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, including retirement planning,...

  • Financial Planner

    1 month ago

    Sudbury, Ontario, Canada Royal Bank of Canada Full time

    Grow Your Business with RBCAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful business.With our comprehensive training and support, you'll gain the skills and expertise needed to succeed in the financial industry.Whether you're looking to start your...

  • Financial Planner

    1 month ago

    Sudbury, Ontario, Canada Royal Bank of Canada Full time

    Grow Your Business with RBCAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful business.With our comprehensive training and support, you'll gain the skills and expertise needed to succeed in the financial industry.Whether you're looking to start your...

  • Financial Planner

    1 month ago

    Sudbury, Ontario, Canada Royal Bank of Canada Full time

    Grow Your Business with RBCAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful business.With our comprehensive training and support, you'll gain the skills and expertise needed to succeed in the financial industry.Whether you're looking to start your...

  • Financial Planner

    1 month ago

    Sudbury, Ontario, Canada Royal Bank of Canada Full time

    Grow Your Business with RBCAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful business.With our comprehensive training and support, you'll gain the skills and expertise needed to succeed in the financial industry.Whether you're looking to start your...

  • Financial Planner

    1 month ago

    Sudbury, Ontario, Canada Royal Bank of Canada Full time

    Grow Your Business with RBCAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career.With our comprehensive training and support, you'll gain the skills and expertise needed to succeed in the financial industry.Whether you're looking to start your own...

  • Financial Planner

    1 month ago

    Sudbury, Ontario, Canada Royal Bank of Canada Full time

    Grow Your Business with RBCAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career.With our comprehensive training and support, you'll gain the skills and expertise needed to succeed in the financial industry.Whether you're looking to start your own...

  • Business Financial Planner

    4 weeks ago

    Sudbury, Ontario, Canada NORTHSTAR QUILTING AND SUPPLIES INC Full time

    Job SummaryNORTHSTAR QUILTING AND SUPPLIES INC is seeking a highly skilled Accounting Manager to join our team. As an Accounting Manager, you will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement financial...

  • Business Financial Planner

    2 months ago

    Sudbury, Ontario, Canada NORTHSTAR QUILTING AND SUPPLIES INC Full time

    Job SummaryNORTHSTAR QUILTING AND SUPPLIES INC is seeking a highly skilled Accounting Manager to join our team. As an Accounting Manager, you will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement financial...