Financial Planner
3 weeks ago
Are you passionate about helping others achieve their financial goals? Do you have a knack for delivering trusted financial advice and sales expertise? We're seeking a talented Financial Planner to join our team at Scotiabank.
Key Responsibilities:- Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning, to create customized financial strategies and solutions.
- Be results-driven, taking a proactive approach to discovering customers' needs and delivering expert advice.
- Build strong relationships with customers, peers, and partners, focusing on providing a great client experience and growing long-standing relationships.
- Demonstrate a collaborative approach, working closely with colleagues to achieve shared goals.
- Successful completion of the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
- A minimum three years of experience in financial planning and investment sales.
- Demonstrated sales management experience and the ability to market Scotiabank.
- Ability to cultivate strong relationships with customers, peers, and partners.
- A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role.
- The opportunity to make a lasting impact on an assigned book of customers.
- An inclusive culture where we value and recognize our employees' contributions.
- An organization committed to making a difference in our communities – for you and your customers.
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Financial Planner
1 month ago
Toronto, Ontario, Canada Scotiabank Full timeAbout 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...
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Financial Planner
1 month ago
Toronto, Ontario, Canada Scotiabank Full timeAbout 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...
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Financial Planner
4 weeks ago
Toronto, Ontario, Canada Meridian Full timeJob Title: Financial PlannerMeridian is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will work closely with our Members to understand their financial goals and develop personalized plans to achieve them.Key Responsibilities:Financial Planning: Conduct thorough financial assessments and create comprehensive plans to help...
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Financial Planner
4 weeks ago
Toronto, Ontario, Canada Meridian Full timeJob Title: Financial PlannerMeridian is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will work closely with our Members to understand their financial goals and develop personalized plans to achieve them.Key Responsibilities:Financial Planning: Conduct thorough financial assessments and create comprehensive plans to help...
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Senior Financial Planner
2 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeKey Responsibilities:The Senior Total Wealth Planner is responsible for delivering comprehensive financial planning advice and support to high net worth clients. This includes gathering key data and information, preparing and analyzing financial plans, and presenting strategies to clients.Financial Planning Expertise:The ideal candidate will have a...
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Financial Planner
4 weeks ago
Toronto, Ontario, Canada Meridian Full timeJob Title: Financial PlannerMeridian is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will work closely with our Members to understand their financial goals and develop personalized plans to achieve them.Key Responsibilities:Financial Planning: Conduct thorough financial assessments and create comprehensive plans to help...
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Financial Planner
4 weeks ago
Toronto, Ontario, Canada Meridian Full timeJob Title: Financial PlannerMeridian is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will work closely with our Members to understand their financial goals and develop personalized plans to achieve them.Key Responsibilities:Financial Planning: Conduct thorough financial assessments and create comprehensive plans to help...
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Senior Financial Planner
2 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeSenior Total Wealth PlannerScotiabank is seeking a highly skilled and experienced Senior Total Wealth Planner to join our team. As a key member of our Wealth Management group, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Key Responsibilities:Deliver end-to-end goals-based financial plans...
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Financial Planner
2 weeks ago
Toronto, Ontario, Canada Meridian Full timeJoin Our Team as a Financial PlannerAt Meridian, we're committed to helping our members achieve their financial goals. As a Financial Planner, you'll play a key role in providing expert advice and guidance to our members, helping them navigate the complexities of personal finance and achieve financial peace of mind.Key Responsibilities:Develop and implement...
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Financial Planner
2 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeRole OverviewAs 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 in-depth...
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Financial Planner
1 month ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Planner to join our team at the Royal Bank of Canada. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients, leveraging our unparalleled array of investment and portfolio solutions.Key ResponsibilitiesProvide tailored...
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Financial Planner
1 month ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Planner to join our team at the Royal Bank of Canada. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients, leveraging our unparalleled array of investment and portfolio solutions.Key ResponsibilitiesProvide tailored...
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Financial Planner
1 month ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob Title: Investment and Retirement PlannerJob Type: Full-timeLocation: Toronto, ON, CanadaJob Category: Financial ServicesAbout Us: Royal Bank of Canada (RBC) is a leading financial institution in Canada, providing a wide range of financial services to individuals, businesses, and institutions.Job DescriptionJob Summary: As an Investment and...
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Financial Planner
2 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeAs a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will focus on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned...
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Senior Financial Planner
1 week ago
Toronto, Ontario, Canada Scotiabank Full timeKey Responsibilities:The Senior Total Wealth Planner is responsible for delivering comprehensive financial planning advice and support to high net worth clients. This includes gathering key data and information, preparing and analyzing financial plans, and presenting related strategies.Accountabilities:Deliver end-to-end goals-based financial plans,...
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Senior Financial Planner
2 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeKey ResponsibilitiesThe Total Wealth Planner will be responsible for delivering comprehensive financial planning advice and support to high net worth clients. This includes gathering key data and information, preparing and analyzing financial plans, and presenting strategies to clients.AccountabilitiesFinancial Planning DeliveryDevelop and implement...
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Financial Planner
3 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAbout CI FinancialAt CI Financial, we believe in creating a workplace where everyone has a voice, is empowered to take ownership of meaningful work, and has opportunities to grow through challenging projects.We're committed to innovation and delivering exceptional results. Our team is passionate about working on cutting-edge products and services that make a...
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Financial Planner
3 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAbout CI FinancialAt CI Financial, we believe in creating a workplace where everyone has a voice, is empowered to take ownership of meaningful work, and has opportunities to grow through challenging projects.We're committed to innovation and delivering exceptional results. Our team is passionate about working on cutting-edge products and services that make a...
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Financial Planner
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAbout CI FinancialAt CI Financial, we believe in creating a workplace where everyone has a voice, is empowered to take ownership of meaningful work, and has opportunities to grow through challenging projects.We're committed to innovation and delivering exceptional results. Our team is passionate about working on cutting-edge products and services that make a...
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Financial Planner
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeAbout CI FinancialAt CI Financial, we believe in creating a workplace where everyone has a voice, is empowered to take ownership of meaningful work, and has opportunities to grow through challenging projects.We're committed to innovation and delivering exceptional results. Our team is passionate about working on cutting-edge products and services that make a...