Current jobs related to Lead Financial Planner - Vancouver, British Columbia - Scotiabank
-
Financial Planner
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial 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 timeFinancial 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 timeJob 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 timeFinancial 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 timeFinancial 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 timeFinancial 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 timeFinancial 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 timeFinancial 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
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial 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 timeFinancial 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 timeFinancial 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 timeFinancial 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 timeFinancial 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
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial 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
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial 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 timeFinancial 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 timeFinancial 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 timeFinancial 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...
-
Financial Planner
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial 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...
-
Financial Planner
3 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob 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...
Lead Financial Planner
2 months ago
Role Overview:
The Senior Financial Planner plays a pivotal role in delivering comprehensive financial planning services to high net worth clients. This position requires a proactive approach to provide tailored financial advice and act as a subject matter expert in the field.
Key Responsibilities:
As a Senior Financial Planner, you will be responsible for:
1. Delivering comprehensive financial plans by:
- Conducting in-depth client discovery to gather essential data.
- Analyzing and preparing detailed financial plans and executive summaries tailored to client needs.
- Presenting financial strategies and identifying opportunities to enhance client relationships and drive business growth.
2. Serving as a champion for financial planning within Scotia Wealth Management by:
- Providing ongoing expert advice on complex financial strategies.
- Encouraging Advisors and Relationship Managers to integrate financial planning into their practices.
- Promoting the value and benefits of financial planning to both clients and internal teams.
3. Collaborating with internal experts (including tax, insurance, and estate planning professionals) to ensure a cohesive approach to financial planning.
4. Facilitating workshops and seminars for clients and staff on relevant financial planning topics.
Relationship Management:
Develop and maintain professional relationships with external experts (such as accountants and lawyers) to optimize service delivery on complex planning issues. Build strong connections with internal advisors and team members to foster collaboration and enhance service levels.
Professional Standards:
Maintain high standards of professional practice in financial planning by:
1. Staying updated on financial planning topics and adhering to best practices and professional codes of conduct.
2. Meeting or exceeding service level agreements (SLAs).
3. Actively participating in team development activities and contributing to team performance.
Required Qualifications:
- University degree.
- Accredited financial planning designation (CFP, RFP, PFP, or equivalent).
- Minimum of 5 years of experience in high net worth financial planning.
- Proficiency in Mandarin or Cantonese.
Preferred Qualifications:
- TEP designation.
- Life Insurance license.
- Professional designations (CA, CMA, CGA, LLB).
- Completion of the Canadian Securities Course.
- Additional courses in estate and/or tax planning.
About Scotiabank:
At Scotiabank, we are dedicated to helping our customers, their families, and communities achieve success through a wide range of financial services. We value the unique skills and experiences of each individual and are committed to fostering an inclusive environment for all.
