Financial Planner
7 days ago
Requisition ID: 201152
We are seeking a skilled Financial Planner to join our team in Moncton or Bathurst. 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 planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support our clients' financial goals.
- Exhibit a natural curiosity to uncover and solve for client needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Demonstrate self-motivation and a goal-oriented mindset when identifying our 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.
- You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- You're able 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
5 days ago
Moncton, New Brunswick, Canada Scotiabank Full timeFinancial Planner RoleRequisition ID: 201152We are seeking a skilled Financial Planner to join our team in Moncton or Bathurst. 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.Key ResponsibilitiesConduct in-depth reviews for assigned clients,...
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Financial Planner
5 days ago
Moncton, New Brunswick, Canada Scotiabank Full timeFinancial Planner RoleRequisition ID: 201152We are seeking a skilled Financial Planner to join our team in Moncton or Bathurst. 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.Key ResponsibilitiesConduct in-depth reviews for assigned clients,...
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Financial Planner
5 days ago
Moncton, New Brunswick, Canada Scotiabank Full timeFinancial Planning RoleWe are seeking a skilled Financial Planner to join our team in Moncton or Bathurst, New Brunswick. 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...
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Financial Planner
5 days ago
Moncton, New Brunswick, Canada Scotiabank Full timeFinancial Planning RoleWe are seeking a skilled Financial Planner to join our team in Moncton or Bathurst, New Brunswick. 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...
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Financial Planner
7 days ago
Moncton, New Brunswick, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team in Moncton or Bathurst, New Brunswick. 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,...
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Financial Planner
7 days ago
Moncton, New Brunswick, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team in Moncton or Bathurst, New Brunswick. 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,...
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Financial Planner, Moncton or Bathurst
1 month ago
Moncton, Canada Scotiabank Full timeTitle: Financial Planner, Moncton or BathurstRequisition ID: 201152Join 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...
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Financial Planner, Moncton or Bathurst
1 month ago
Moncton, Canada Scotiabank Full timeTitle: Financial Planner, Moncton or BathurstRequisition ID: 201152Join 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...
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Financial Planner, Moncton or Bathurst
4 months ago
Moncton, Canada Scotiabank Full timeRequisition ID: 201152 Join 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 Planner, Moncton or Bathurst
3 months ago
Moncton, Canada Scotiabank Full timeRequisition ID: 201152Join 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 greatest...
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Moncton, Canada Scotiabank - Global Banking and Markets Full timeRequisition ID: 201152Join 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 greatest...
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Financial Planner, Moncton or Bathurst
1 month ago
Moncton, Canada Scotiabank - Global Banking and Markets Full timeRequisition ID: 201152Join 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 greatest...
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Moncton, Canada Scotiabank Full timeRequisition ID: 201152Join 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 Planner, Moncton or Bathurst
1 month ago
Moncton, Canada Scotiabank Full timeRequisition ID: 201152 Join 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 Planner, Moncton or Bathurst
1 month ago
Moncton, Canada Scotiabank Full timeRequisition ID: 201152Join 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 greatest...
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Financial Planner, Moncton or Bathurst
1 month ago
Moncton, Canada Scotiabank Full timeRequisition ID: 201152Join 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 greatest...
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Financial Planner, Moncton or Bathurst
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Moncton, New Brunswick, B1C, Cape Breton, Canada Scotiabank Full timeTitle: Financial Planner, Moncton or BathurstRequisition ID: 201152Join 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...
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Financial Planner, Moncton or Bathurst
1 month ago
Moncton, New Brunswick, B1C, Cape Breton, Canada Scotiabank - Global Banking and Markets Full timeRequisition ID: 201152Join 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 greatest...
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Financial Planner, Moncton or Bathurst
1 month ago
Moncton, New Brunswick, B1C, Cape Breton, Canada Scotiabank Full timeRequisition ID: 201152Join 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 greatest...
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