Financial Planner

2 weeks ago

Kitchener, Ontario, Canada Scotiabank Full time
About the Role

As a Financial Advisor, you will be a key member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.

Key Responsibilities:

  • Establish and deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
  • Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation, and estate planning utilizing financial planning skills to create customized financial strategies and solutions.
  • Provide trusted financial advice to customers regarding complex investment and retirement planning.
  • Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for.
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.

Requirements:

  • Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • A minimum three years experience of financial planning and investment sales experience.
  • Demonstrated sales management experience and the ability to market Scotiabank.
  • Ability to cultivate strong relationships with customers, peers, and partners.

What's in it for you?

  • A competitive compensation and benefits package tailored for the Financial Advisor role.
  • Ability 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.

  • Financial Planner

    6 days ago

    Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analyses to...

  • Financial Planner

    6 days ago

    Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analyses to...

  • Financial Planner

    4 days ago

    Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analyses to...

  • Financial Planner

    5 days ago

    Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analyses to...

  • Experienced Financial Advisor/Planner

    1 week ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to take control of your career and build a successful practice as a financial advisor? At Desjardins Financial Security Independent Network - Southwestern Ontario, we offer a unique opportunity for self-motivated and knowledgeable individuals to join our dynamic team.Key Responsibilities:Develop and...

  • Experienced Financial Advisor/Planner

    1 week ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to take control of your career and build a successful practice as a financial advisor? At Desjardins Financial Security Independent Network - Southwestern Ontario, we offer a unique opportunity for self-motivated and knowledgeable individuals to join our dynamic team.Key Responsibilities:Develop and...

  • Experienced Financial Advisor/Planner

    3 weeks ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network... Full time

    Unlock Your Potential as a Financial Services ProfessionalAbout the RoleWe are seeking a highly motivated and experienced Financial Services Professional to join our dynamic team at Desjardins Financial Security Independent Network South Western Ontario. As a Financial Services Professional, you will have the opportunity to work with a diverse range of...

  • Experienced Financial Advisor/Planner

    2 weeks ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network... Full time

    Unlock Your Potential as a Financial Services ProfessionalAbout the RoleWe are seeking a highly motivated and experienced Financial Services Professional to join our dynamic team at Desjardins Financial Security Independent Network South Western Ontario. As a Financial Services Professional, you will have the opportunity to work with a diverse range of...

  • Experienced Financial Advisor/Planner

    2 weeks ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    About the OpportunityWe are seeking a self-motivated and knowledgeable Financial Advisor/Planner to join our dynamic team at Desjardins Financial Security Independent Network - Southwestern Ontario.Key ResponsibilitiesDevelop and maintain strong client relationshipsAnalyze data and individual circumstances to recommend customized solutionsBuild and grow a...

  • Experienced Financial Advisor/Planner

    2 weeks ago

    Kitchener, Ontario, Canada Desjardins Financial Security Independent Network - Southwestern Ontario Full time

    About the OpportunityWe are seeking a self-motivated and knowledgeable Financial Advisor/Planner to join our dynamic team at Desjardins Financial Security Independent Network - Southwestern Ontario.Key ResponsibilitiesDevelop and maintain strong client relationshipsAnalyze data and individual circumstances to recommend customized solutionsBuild and grow a...

  • Financial Planner

    2 weeks ago

    Kitchener, Ontario, Canada Scotiabank Full time

    About the RoleAs a Financial Advisor, you will be a key member of our branch sales team, responsible for contributing to the team's overall success by meeting and exceeding negotiated deposit and investment sales goals. Your primary role will be to establish and deepen investment and primary banking relationships with existing customers, as well as customers...

  • Financial Planner

    2 weeks ago

    Kitchener, Ontario, Canada Scotiabank Full time

    About the RoleAs a Financial Advisor, you will be a key member of our branch sales team, responsible for contributing to the team's overall success by meeting and exceeding negotiated deposit and investment sales goals. Your primary role will be to establish and deepen investment and primary banking relationships with existing customers, as well as customers...

  • Financial Planner

    2 weeks ago

    Kitchener, Ontario, Canada Scotiabank Full time

    About the RoleAs a Financial Advisor, you will be a key member of our branch sales team, responsible for contributing to the team's overall success by meeting and exceeding negotiated deposit and investment sales goals. Your primary role will be to establish and deepen investment and primary banking relationships with existing customers, as well as customers...

  • Financial Planner

    2 weeks ago

    Kitchener, Ontario, Canada Scotiabank Full time

    Join a dynamic team as a Financial Advisor, Investment & Retirement Planning, where you'll contribute to the success of the branch sales team by delivering exceptional financial advice and sales results. About the Role As a Financial Advisor, Investment & Retirement Planning, you will be responsible for managing a portfolio of customers, establishing and...

  • Financial Services Professional

    3 weeks ago

    Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Toronto-Dominion Bank (Canada) is seeking a highly skilled Financial Services Professional to join our team. As a Financial Planner I, you will be responsible for providing exceptional customer service and financial planning expertise to our clients.Key Responsibilities:Identify client financial goals and provide personalized...

  • Financial Services Professional

    2 weeks ago

    Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Toronto-Dominion Bank (Canada) is seeking a highly skilled Financial Services Professional to join our team. As a Financial Planner I, you will be responsible for providing exceptional customer service and financial planning expertise to our clients.Key Responsibilities:Identify client financial goals and provide personalized...

  • Experienced Financial Consultant/Strategist

    2 weeks ago

    Kitchener, Ontario, Canada the Ladders Full time

    About the RoleWe are seeking an experienced Financial Advisor/Planner to join our team at The Ladders. As a key member of our financial services team, you will be responsible for providing expert financial guidance and planning to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their unique...

  • Experienced Financial Consultant/Strategist

    2 weeks ago

    Kitchener, Ontario, Canada the Ladders Full time

    About the RoleWe are seeking an experienced Financial Advisor/Planner to join our team at The Ladders. As a key member of our financial services team, you will be responsible for providing expert financial guidance and planning to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their unique...

  • Financial Planning Specialist

    1 week ago

    Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Key AccountabilitiesWe are seeking a highly skilled and experienced Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for identifying client life and financial goals, providing recommendations, and ongoing relationship/portfolio management.Customer FocusDevelop and maintain strong...

  • Financial Planning Specialist

    1 week ago

    Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Key AccountabilitiesWe are seeking a highly skilled and experienced Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for identifying client life and financial goals, providing recommendations, and ongoing relationship/portfolio management.Customer FocusDevelop and maintain strong...