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Vaughan, Ontario, Canada Scotiabank Full timeFinancial Planner Job DescriptionRequisition ID: 204697We are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, 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...
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Financial Planner
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Vaughan, Ontario, Canada Scotiabank Full timeFinancial Planner RoleAs 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.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing...
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Financial Planner
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Vaughan, Ontario, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, 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. Your primary role will be to establish and deepen investment and primary banking relationships with existing assigned...
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Financial Planner
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Vaughan, Ontario, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, 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. Your primary role will be to establish and deepen investment and primary banking relationships with existing assigned...
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Financial Planner
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Vaughan, Ontario, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, 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. Your primary role will be to establish and deepen investment and primary banking relationships with existing assigned...
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Vaughan, Ontario, Canada Scotiabank Full timeRole OverviewAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
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Vaughan, Ontario, Canada Royal Bank of Canada Full timeJob OpportunityAs an RBC Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will be key to providing...
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Vaughan, Ontario, Canada Royal Bank of Canada Full timeJob OpportunityAs an RBC Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will be key to providing...
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Vaughan, Ontario, Canada Royal Bank of Canada Full timeJob OpportunityAs an RBC Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Vaughan, Ontario, Canada Royal Bank of Canada Full timeJob Opportunity OverviewAs an RBC Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and hunger to drive new investment sales. Your goal is...
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Vaughan, Ontario, Canada Royal Bank of Canada Full timeOpportunity OverviewAs an RBC Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and hunger to drive new investment sales. Your goal is to...
Financial Planner
2 months ago
At Scotiabank, we're committed to helping our clients achieve their financial goals. 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 focus 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 our clients' financial goals.
- Exhibit a natural curiosity to uncover and solve for client needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Demonstrate self-motivation and a goal-oriented mindset when identifying our 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 fund 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.
