Financial Planner, Halifax

2 months ago

Halifax, Nova Scotia, Canada Scotiabank Full time
{"h1": "Financial Planner Role at Scotiabank", "p": "As 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 priority will be providing investment and financial planning advice to help clients meet their unique goals. ", "ul": [{"li": "Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support clients\u2019 financial goals."}, {"li": "Exhibit a natural curiosity to uncover and solve for clients\u2019 needs, deliver trusted financial advice to clients regarding their investments and retirement planning."}, {"li": "Demonstrate self-motivation and a goal-oriented mindset when identifying clients\u2019 needs to craft personalized financial strategies and solutions."}, {"li": "Foster strong engagement, educate clients, offer insights, and deliver expert advice."}, {"li": "Exercise a collaborative approach when dealing with peers, clients, and partners."}, {"li": "Build relationships, focus on providing a great client experience, and grow long-standing relationships with existing clients."}], "h2": "Requirements", "ul": [{"li": "Experience in financial planning and investment sales is preferred."}, {"li": "Successfully completed (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation."}, {"li": "Accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course)."}, {"li": "Ability to work independently as a self-motivated entrepreneur with minimal supervision."}, {"li": "Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment."}], "h2": "What\u2019s in it for you?", "ul": [{"li": "Competitive compensation and benefits package that rewards growing and maintaining your client base."}, {"li": "Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software."}, {"li": "Ability to build long-lasting client relationships through exceptional advice and service."}, {"li": "Work culture that promotes diversity, respect, and inclusion."}, {"li": "Organization committed to making a difference in our communities – for you and your clients."}], "p": "Location(s): Canada : Nova Scotia : Halifax

Scotiabank is a leading bank in the Americas. Guided by our purpose: \"for every future\", we help our customers, their families, and their communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management, and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted."}

  • Financial Planner Position in Halifax

    2 weeks ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Financial Planner to join our team in Halifax, 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, Halifax

    1 week ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    Requisition ID: 201098At Scotiabank, we're committed to delivering exceptional results in an inclusive and high-performing culture. As a Financial Planner, you'll 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...

  • Financial Planner, Halifax

    6 days ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    Requisition ID: 201098Financial Planning RoleAs 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.Using a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as...

  • Urban Planner II

    2 weeks ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job Title: Urban Planner IIHalifax Regional Municipality (HRM) is seeking a highly skilled Urban Planner II to join our Planning and Development team. As a key member of our team, you will be responsible for providing professional planning services and leading a wide range of planning projects.Key Responsibilities:Lead and perform professional work related...

  • Urban Planner II

    2 weeks ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job Title: Urban Planner IIHalifax Regional Municipality (HRM) is seeking a highly skilled Urban Planner II to join our Planning and Development team. As a key member of our team, you will be responsible for providing professional planning services and leading a wide range of planning projects.Key Responsibilities:Lead and perform professional work related...

  • Senior Urban Planner

    2 weeks ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job Title: Principal PlannerHalifax Regional Municipality (HRM) is seeking a highly skilled and experienced Principal Planner to join our Planning and Development team. As a senior professional, you will play a key role in leading and directing a team of planners and assignments, providing technical assistance and information to staff and the public on...

  • Senior Urban Planner

    2 weeks ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job Title: Principal PlannerHalifax Regional Municipality (HRM) is seeking a highly skilled and experienced Principal Planner to join our Planning and Development team. As a senior professional, you will play a key role in leading and directing a team of planners and assignments, providing technical assistance and information to staff and the public on...

  • Financial Planner, Halifax

    2 weeks ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    Requisition ID: 201098As 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 greatest asset, and your priority is providing investment and financial planning advice to help them meet their...

  • Wildland Fire Mitigation Planner

    2 months ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job Title: Wildland Fire Mitigation PlannerHalifax Regional Municipality is seeking a highly skilled Wildland Fire Mitigation Planner to join our team. As a key member of our planning department, you will play a critical role in developing and implementing strategies to mitigate the risk of wildland fires in our community.Key Responsibilities:Collaborate...

  • Wildland Fire Mitigation Planner

    2 months ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job Title: Wildland Fire Mitigation PlannerHalifax Regional Municipality is seeking a highly skilled Wildland Fire Mitigation Planner to join our team. As a key member of our planning department, you will play a critical role in developing and implementing strategies to mitigate the risk of wildland fires in our community.Key Responsibilities:Collaborate...

  • Senior Urban Planner

    2 weeks ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job Title: Principal PlannerHalifax Regional Municipality (HRM) is seeking a highly skilled and experienced Principal Planner to join our Planning & Development team. As a key member of our team, you will play a critical role in shaping the future of our community through strategic planning and policy development.Key Responsibilities:Supervise and direct a...

  • Senior Planner Position

    1 month ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job Title: Principal PlannerHalifax Regional Municipality (HRM) is seeking a highly skilled and experienced Principal Planner to join our Planning and Development team. As a key member of our team, you will be responsible for leading and directing a team of professional staff and assignments, and providing technical assistance and information to staff and...

  • Senior Planner Position

    1 month ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job Title: Principal PlannerHalifax Regional Municipality (HRM) is seeking a highly skilled and experienced Principal Planner to join our Planning and Development team. As a key member of our team, you will be responsible for leading and directing a team of professional staff and assignments, and providing technical assistance and information to staff and...

  • Wildland Fire Mitigation Planner

    4 weeks ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job Title: Wildland Fire Mitigation PlannerHalifax Regional Municipality is seeking a highly skilled Wildland Fire Mitigation Planner to join our team. As a key member of our planning department, you will play a critical role in developing and implementing strategies to mitigate the risk of wildland fires in our community.Key Responsibilities:Work closely...

  • Wildland Fire Mitigation Planner

    4 weeks ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job Title: Wildland Fire Mitigation PlannerHalifax Regional Municipality is seeking a highly skilled Wildland Fire Mitigation Planner to join our team. As a key member of our planning department, you will play a critical role in developing and implementing strategies to mitigate the risk of wildland fires in our community.Key Responsibilities:Work closely...

  • Wildland Fire Mitigation Planner

    1 month ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job Title: Wildland Fire Mitigation PlannerHalifax Regional Municipality is seeking a highly skilled Wildland Fire Mitigation Planner to join our team. As a key member of our planning department, you will play a critical role in developing and implementing strategies to mitigate the risk of wildland fires in our community.Key Responsibilities:Work closely...

  • Wildland Fire Mitigation Planner

    1 month ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job Title: Wildland Fire Mitigation PlannerHalifax Regional Municipality is seeking a highly skilled Wildland Fire Mitigation Planner to join our team. As a key member of our planning department, you will play a critical role in developing and implementing strategies to mitigate the risk of wildland fires in our community.Key Responsibilities:Work closely...

  • Senior Urban Planner

    2 months ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Urban Planner to join our team at Halifax Regional Municipality. As a key member of our Planning and Development department, you will play a critical role in shaping the future of our community.Key ResponsibilitiesSupervise and direct a team of professional planners and staff, providing...

  • Senior Urban Planner

    2 months ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Urban Planner to join our team at Halifax Regional Municipality. As a key member of our Planning and Development department, you will play a critical role in shaping the future of our community.Key ResponsibilitiesSupervise and direct a team of professional planners and staff, providing...

  • Planner II Position

    1 month ago

    Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time

    Job Title: Planner IIHalifax Regional Municipality (HRM) is seeking a skilled Planner II to join our Land Development and Subdivision program in Planning & Development. As a Planner II, you will be responsible for providing intermediate-level professional planning services and leading a wide variety of professional planning services or projects.Key...