Financial Planner, Saint John

1 month ago

St John's, Newfoundland and Labrador, Canada Scotiabank Full time
Job Title: Financial Planner, Saint John

Scotiabank is seeking a highly motivated and experienced Financial Planner to join our team in Saint John, New Brunswick. As a Financial Planner, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Conduct comprehensive financial needs analyses to identify clients' financial goals and objectives.
  • Develop and implement personalized financial plans to help clients achieve their goals.
  • Provide ongoing financial guidance and advice to clients, including investment and retirement planning.
  • Build and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
  • Stay up-to-date with industry trends and regulatory changes, ensuring compliance with all relevant laws and regulations.
Requirements:
  • Minimum 3 years of experience in financial planning or a related field.
  • Strong knowledge of financial planning principles, investment products, and retirement planning strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Ability to work independently and as part of a team, with a strong attention to detail and organizational skills.
  • Proficiency in financial planning software and technology, with a willingness to learn and adapt to new systems.
What We Offer:
  • A competitive salary and benefits package, including a comprehensive pension plan and employee assistance program.
  • Opportunities for professional development and growth, including training and mentorship programs.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.
  • Access to cutting-edge technology and resources, including financial planning software and industry-leading tools.

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