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Moncton, New Brunswick, Canada Scotiabank Full timeUnlock your potential as a Financial Planner with Scotiabank, where you'll have the opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.As a Financial Planner, you will focus on delivering tailored investment and financial planning advice to help clients meet their unique goals....
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Financial Planner, Moncton or Bathurst
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Moncton, New Brunswick, Canada Scotiabank Full timeUnlock your potential as a Financial Planner with Scotiabank, where you'll have the opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.As a Financial Planner, you will focus on delivering tailored investment and financial planning advice to help clients meet their unique goals....
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Moncton, New Brunswick, Canada Scotiabank Full timeUnlock your potential as a Financial Planner with Scotiabank, where you'll have the opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.As a Financial Planner, you will focus on investment sales and new client acquisition, as well as establishing business development...
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Financial Planner, Moncton or Bathurst
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Moncton, New Brunswick, Canada Scotiabank Full timeUnlock your potential as a Financial Planner with Scotiabank, where you'll have the opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.As a Financial Planner, you will focus on investment sales and new client acquisition, as well as establishing business development...
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Financial Planner, Moncton or Bathurst
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Moncton, New Brunswick, Canada Scotiabank Full timeRequisition ID: 201152At Scotiabank, we're committed to delivering exceptional financial advice and service to our clients. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Using a comprehensive financial planning framework, you'll...
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Moncton, New Brunswick, Canada Scotiabank Full timeRequisition ID: 201152At Scotiabank, we're committed to delivering exceptional financial advice and service to our clients. As a Financial Planner, you'll play a key role in developing and deepening client relationships within the mass affluent market.Using a comprehensive financial planning framework, you'll focus on investment sales and new client...
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Financial Planner, Moncton or Bathurst
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Financial Planner
2 months ago
As 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 investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
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 clients' financial goals.
- Exhibit a natural curiosity to uncover and solve for clients' needs, delivering trusted financial advice to clients regarding their investments and retirement planning.
- Demonstrate self-motivation and a goal-oriented mindset when identifying 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, focus on providing a great client experience, and grow 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.
