Strategic Financial Advisor

1 week ago

Fort St John, Canada Scotiabank Full time

Requisition ID: 201088

Scotiabank is a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.

As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by :

  • Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals.
  • Natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  • You're self-directed, performance–oriented in your approach in discovering our clients needs, listening to understand what they are looking for, customized financial strategies and solutions.
  • Be highly engaged, educate clients, provide relevant insights and expert advice.
  • Demonstrate 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.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
  • You're a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You're goal-oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What's in it for you?

  • 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.

  • Insurance Opportunities with Western Financial

    3 days ago

    Fort St John, Canada western financial Full time

    Unlock Your Potential with Western FinancialAbout UsWestern Financial is a leading insurance provider in Canada, boasting over 220 locations across the country and a team of over 2,100 dedicated professionals. Our commitment to truthfulness, fairness, value, and loyalty is unwavering.A Lucrative Career OpportunityWe are currently seeking an Insurance Advisor...

  • Strategic Business Advisor

    5 months ago

    St. Albert, Canada City of St. Albert Full time

    **Cultivate your Career** As Alberta's 'Botanical Arts City', St. Albert is a community renowned for its botanical arts, its commitment to a green lifestyle and the cultivation of activities that provide for a well-rounded quality of life. Our employees provide over 70,000 residents with high-quality programs and services and are proud to contribute to...

  • Sun Life Financial Advisor

    1 month ago

    St Catharines, Canada Sun Life Financial Full time

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Insurance Career Opportunity

    3 days ago

    Fort St John, Canada western financial Full time

    Role OverviewWe are seeking a skilled Insurance Advisor to join our team at Western Financial. As an Insurance Advisor, you will be responsible for meeting sales targets and building lasting relationships with customers.

  • Strategic Business Advisor

    4 weeks ago

    Fort McMurray, Canada Waymaker Creative Services Inc. Full time

    We are seeking a highly skilled Strategic Business Advisor to join our team at Waymaker Creative Services Inc. The ideal candidate will have a strong background in business consulting and a proven track record of providing expert advice to organizations.The Strategic Business Advisor will be responsible for analyzing and providing recommendations on...

  • Strategic Business Advisor

    4 weeks ago

    Fort McMurray, Canada Waymaker Creative Services Inc. Full time

    We are seeking a Strategic Business Advisor to join our team at Waymaker Creative Services Inc. The ideal candidate will have a strong background in business consulting and a passion for helping organizations improve their operations.The Strategic Business Advisor will be responsible for analyzing and providing advice on managerial methods and organization...

  • Strategic Business Advisor

    4 weeks ago

    Fort McMurray, Canada Waymaker Creative Services Inc. Full time

    We are seeking a highly skilled Strategic Business Advisor to join our team at Waymaker Creative Services Inc. The ideal candidate will have a strong background in business consulting and a proven track record of success in analyzing and improving managerial methods and organization.The successful candidate will have a Bachelor's degree and at least 2 years...

  • Strategic Business Advisor

    4 weeks ago

    St. Albert, Alberta, Canada Randstad Full time

    Unlock the Future of Government ServicesAre you passionate about shaping the user experience? Our client, a forward-thinking government organization in Edmonton, is seeking a seasoned Strategic Business Advisor to lead the development of a comprehensive strategy for implementing changes related to planning and budgeting. This role will involve collaborating...

  • Sun Life Financial Advisor Opportunity

    4 weeks ago

    St. Catharines, Ontario, Canada Sun Life Financial Full time

    Are you looking for a career that offers unlimited earning potential and the freedom to build your own business? As a Sun Life Financial Advisor, you will have the opportunity to work with clients to help them achieve their financial goals and live healthier lives.Key Responsibilities:Build relationships with clients and understand their financial needs and...

  • Sun Life Financial Advisor Opportunity

    4 weeks ago

    St. Catharines, Ontario, Canada Sun Life Financial Full time

    Are you looking for a career that offers unlimited earning potential and the freedom to build your own business? As a Sun Life Financial Advisor, you will have the opportunity to work with clients to help them achieve their financial goals and live healthier lives.Key Responsibilities:Build relationships with clients and understand their financial needs and...

  • Strategic Financial Expert

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada Scotiabank Full time

    At Scotiabank, we're seeking a talented Senior Financial Advisor to join our Canadian Banking Branch network. As a key member of our team, you'll play a vital role in providing exceptional service to our customers and helping them achieve their financial goals.Key Responsibilities:Develop and maintain strong relationships with customers, understanding their...

  • Strategic Business Advisor

    3 weeks ago

    Fort McMurray, Canada Waymaker Creative Services Inc. Full time

    We are seeking a Strategic Business Advisor to join our team at Waymaker Creative Services Inc. The ideal candidate will have a strong background in business consulting and a passion for helping organizations improve their performance.Key ResponsibilitiesAnalyze and provide advice on managerial methods and organization of an establishmentConduct quality...

  • Senior Financial Advisor

    2 weeks ago

    St. John's, Newfoundland and Labrador, Canada Scotiabank Full time

    The role of Senior Financial Advisor at Scotiabank is a critical position in our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional customer service throughout the customer's journey by taking a proactive approach to discovering their needs, listening to understand what they are asking for,...

  • Insurance Advisor

    4 weeks ago

    Fort St. John, Canada Equest Full time

    Insurance AdvisorFort St John, BC, 9920 107th Ave, Fort St John, British Columbia, Canada Req #3466Wednesday, October 2, 2024We're searching for an Insurance Advisor . Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a newopportunity foran Insurance Advisor in Fort St. John , BC . Do you love to talk about insurance and...

  • Financial Advisor

    5 months ago

    Fort Qu'Appelle, Canada Conexus Credit Union Full time

    **Fort Qu'Appelle, Saskatchewan** At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them...

  • Senior Financial Advisor

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada Scotiabank Full time

    Requisition ID: 205424At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them navigate the complexities of personal and commercial banking.Key Responsibilities:Develop and implement comprehensive financial...

  • Insurance Advisor

    5 months ago

    Fort St. John, Canada Westland Insurance Ltd. Full time

    We’re searching for a Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for our Fort St. John, BC office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...

  • Strategic Business Advisor

    4 weeks ago

    Fort McMurray, Canada Waymaker Creative Services Inc. Full time

    We are seeking a highly skilled Strategic Business Advisor to join our team at Waymaker Creative Services Inc. The ideal candidate will have a Bachelor's degree and 2 years of experience in a related field.Key ResponsibilitiesAnalyze and provide advice on managerial methods and organization of an establishmentConduct quality audits to ensure efficiency and...

  • Strategic Financial Solutions Expert

    3 weeks ago

    St. John's, Newfoundland and Labrador, Canada Scotiabank Full time

    About the RoleWe are seeking a skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDiscover and understand customer needs, providing proactive and personalized...

  • Strategic Business Advisor

    4 weeks ago

    Fort McMurray, Canada Waymaker Creative Services Inc. Full time

    We are seeking a highly skilled Strategic Business Advisor to join our team at Waymaker Creative Services Inc. The ideal candidate will have a strong background in business consulting and a proven track record of providing expert advice to management teams.The successful candidate will have a Bachelor's degree and at least 2 years of experience in a similar...