Financial Planner/Investment Specialist
3 days ago
As a Financial Planner/Investment Specialist 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 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, 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/Investment Specialist
2 days ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeFinancial Planner/Investment SpecialistRequisition ID: 201162Key Responsibilities:Develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.Exhibit a natural curiosity to uncover and...
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Financial Planner/Investment Specialist
2 days ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeFinancial Planner/Investment SpecialistRequisition ID: 201162Key Responsibilities:Develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.Exhibit a natural curiosity to uncover and...
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Financial Planner/Investment Specialist
2 days ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeRole SummaryAs a Financial Planner/Investment Specialist 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...
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Financial Planner/Investment Specialist
2 days ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeRole SummaryAs a Financial Planner/Investment Specialist 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...
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Financial Planner/Investment Specialist
4 days ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeFinancial Planner/Investment SpecialistRequisition ID: 201162Key Responsibilities:Develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.Exhibit a natural curiosity to uncover and...
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Financial Planner/Investment Specialist
3 days ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeFinancial Planner/Investment SpecialistRequisition ID: 201162Key Responsibilities:Develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.Exhibit a natural curiosity to uncover and...
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Financial Planner/Investment Specialist
1 week ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeRole SummaryAs a Financial Planner/Investment Specialist, 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 planning, wealth accumulation, and estate planning, utilizing...
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Financial Planner/Investment Specialist
1 week ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeRole SummaryAs a Financial Planner/Investment Specialist, 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 planning, wealth accumulation, and estate planning, utilizing...
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Financial Planner/Investment Specialist
20 hours ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeRole SummaryAs a Financial Planner/Investment Specialist 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.Key ResponsibilitiesConduct comprehensive financial planning reviews for assigned clients, including retirement planning, wealth...
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Financial Planner/Investment Specialist
18 hours ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeRole SummaryAs a Financial Planner/Investment Specialist 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.Key ResponsibilitiesConduct comprehensive financial planning reviews for assigned clients, including retirement planning, wealth...
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Financial Planner/Investment Specialist
2 weeks ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full time**About the Role**As a Financial Planner/Investment Specialist 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...
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Financial Planner/Investment Specialist
3 weeks ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full time**About the Role**As a Financial Planner/Investment Specialist 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...
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Financial Planner/Investment Specialist
1 week ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner/Investment Specialist to join our team in Grand Falls-Windsor or Gander. As a key member of our team, 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...
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Financial Planner/Investment Specialist
1 week ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner/Investment Specialist to join our team in Grand Falls-Windsor or Gander. As a key member of our team, 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...
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Financial Planner/Investment Specialist
6 days ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner/Investment Specialist to join our team in Grand Falls-Windsor or Gander. As a key member of our team, 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...
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Financial Planner/Investment Specialist
6 days ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner/Investment Specialist to join our team in Grand Falls-Windsor or Gander. As a key member of our team, 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...
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Financial Planner/Investment Specialist
2 weeks ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner/Investment Specialist to join our team at Scotiabank. As a key member of our team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning...
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Financial Planner/Investment Specialist
2 weeks ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner/Investment Specialist to join our team at Scotiabank. As a key member of our team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning...
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Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Financial Planner/Investment Specialist to join our team at Scotiabank. As a key member of our team, 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 Advisor/Investment Strategist
3 weeks ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeAbout the Role:We are seeking a highly skilled Financial Planner/Investment Specialist to join our team at Scotiabank. As a key member of our team, 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...