Strategic Financial Growth Manager
5 days ago
**Company Overview:**
Scotiabank is a leading bank in the Americas, committed to making a difference in our communities and helping customers achieve success through a range of advice, products and services.
**Salary:** An estimated annual salary for this role is $85,000 - $110,000, depending on experience and location.
**Job Description:**
We are seeking a skilled Financial Planner to join our team. As a key member of our financial planning department, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
You will focus on investment sales and new client acquisition, establishing business development opportunities with prospects and clients within the assigned market area. Your primary goal will be to promote the development and sustainable growth of proprietary investment business in the assigned market area.
Main 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 natural curiosity to uncover and solve for clients' needs, delivering trusted financial advice regarding 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, educating clients, offering insights, and delivering expert advice.
- Exercise a collaborative approach when dealing with peers, clients, and partners.
Required Skills and Qualifications:
- 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.
- Accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- Able to work independently as a self-motivated entrepreneur with minimal supervision.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
Benefits:
- 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.
-
Strategic Financial Expert
6 days ago
Bathurst, New Brunswick, Canada Scotiabank Full timeAt Scotiabank, we're committed to making a difference in the lives of our customers.Job SummaryWe're seeking a highly skilled and motivated Financial Advisor to join our team. As a key member of our Canadian Banking Branch network, you'll play a critical role in providing exceptional service to our customers.About This OpportunityThis is an excellent...
-
Financial Service Consultant
6 days ago
Bathurst, New Brunswick, Canada goeasy Ltd. Full timeUnlock Your Potential as a Sales and Credit Professional at goeasy Ltd.We are seeking an ambitious and compassionate individual to join our team as a Sales and Credit Professional. As a key member of our team, you will be responsible for generating sales and managing overdue accounts through direct engagement with customers, helping them build their credit...
-
Financial Service Representative
4 weeks ago
Bathurst, New Brunswick, Canada goeasy Ltd. Full timeAt goeasy Ltd., we're seeking a skilled Financial Service Representative to join our team. As a key member of our sales team, you'll be responsible for generating sales and managing overdue accounts through direct engagement with customers, helping them build their credit through monthly payments.With a focus on customer satisfaction and financial education,...
-
Financial Service Representative
4 weeks ago
Bathurst, New Brunswick, Canada goeasy Ltd. Full timeAt goeasy Ltd., we're committed to helping everyday Canadians achieve their personal and financial goals through secured and unsecured loans up to $75,000. As a Financial Service Representative, you'll play a key role in generating sales and managing overdue accounts through direct engagement with customers, helping them build their credit through monthly...
-
Financial Service Representative
4 weeks ago
Bathurst, New Brunswick, Canada goeasy Ltd. Full timeAt goeasy Ltd., we're seeking a skilled Financial Service Representative to join our team. As a key member of our organization, you'll play a vital role in helping customers achieve their financial goals through secured and unsecured loans.Key Responsibilities:Generate sales and manage overdue accounts through direct engagement with customers.Help customers...
-
Area Office Manager
4 weeks ago
Bathurst, New Brunswick, Canada TD Bank Full timeJob Summary:TD Bank is seeking a highly skilled and experienced Area Office Manager to join our team. As a key member of our leadership team, you will be responsible for overseeing the day-to-day operations of our branch, ensuring that our customers receive exceptional service and that our team members are equipped to meet their needs.Key...
-
Financial Services Professional
4 weeks ago
Bathurst, New Brunswick, Canada Scotiabank Full timeRequisition ID: 205641At Scotiabank, we're committed to delivering exceptional service to our customers. As a Financial Advisor, you'll play a key role in helping us achieve this goal.Key Responsibilities:Take a proactive approach to discovering customer needs and providing personalized solutions.Build strong relationships with customers by delivering...
-
Financial Service Representative
4 weeks ago
Bathurst, New Brunswick, Canada goeasy Ltd. Full timeAt goeasy Ltd., we're looking for a skilled Financial Service Representative to join our team. As a key member of our sales team, you'll be responsible for generating sales and managing overdue accounts through direct engagement with customers, helping them build their credit through monthly payments.What's in it for you:Financial Incentive plans, RRSP and...
-
Store Operations Manager
4 weeks ago
Bathurst, New Brunswick, Canada Loblaw Companies Limited Full timeAt Loblaw Companies Limited, we're committed to delivering exceptional customer experiences and shaping the future of Canadian retail. As a Store Manager in Training, you'll play a key role in driving sales and customer satisfaction in one of our stores.Key Responsibilities:Complete self-directed development through online modules and on-the-job training,...
-
Store Operations Manager
4 weeks ago
Bathurst, New Brunswick, Canada Loblaw Companies Limited Full timeAt Loblaw Companies Limited, we're looking for talented leaders to join our team as Store Managers in Training. As a key member of our store operations team, you will be responsible for leading and motivating colleagues to achieve success and foster colleague growth. You will also be involved in community initiatives to build long-term relationships with the...
-
Financial Planner
4 weeks ago
Bathurst, New Brunswick, Canada Scotiabank Full timeRequisition ID: 210010At Scotiabank, we're committed to helping our customers 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...
-
Financial Services Professional
4 weeks ago
Bathurst, New Brunswick, Canada Scotiabank Full timeRequisition ID: 205641At Scotiabank, we're committed to helping our employees build their futures. Our Financial Advisors play a vital role in this mission, connecting with customers in a relatable way to provide exceptional service throughout their journey.Key Responsibilities:Take a proactive approach to discovering customer needs and providing expert...
-
Store Operations Manager
4 weeks ago
Bathurst, New Brunswick, Canada Loblaw Companies Limited Full timeAt Loblaw Companies Limited, we're shaping the future of Canadian retail, and we're looking for talented leaders to join our team. As a Store Manager in Training, you'll have the opportunity to develop your skills and expertise in people leadership, financial management, customer experience, and operations.Key Responsibilities:Complete self-directed...
-
E-Store Manager
4 weeks ago
Bathurst, New Brunswick, Canada Glentel Inc. Full timeAbout the Role:The Mobile Shop is seeking a highly motivated and experienced Store Manager to lead our team of Wireless Sales Representatives. As a Store Manager, you will be responsible for driving sales growth, improving customer satisfaction, and developing a high-performing team.Key Responsibilities:Lead and motivate a team of Wireless Sales...
-
Restaurant Operations Manager
5 days ago
Bathurst, New Brunswick, Canada FMI - Pizza Hut, KFC PFK, Taco Bell, Burger King and Panera Bread Full timeAt FMI - Pizza Hut, KFC/ PFK, Taco Bell, Burger King and Panera Bread, we're looking for a highly skilled Restaurant Operations Manager to join our team. As an Assistant To General Manager H/F, you will play a key role in the management of day-to-day restaurant operations, ensuring exceptional customer service, efficient financial management, and effective...
-
Financial Services Representative
5 days ago
Bathurst, New Brunswick, Canada NBC Full timeJob OverviewWe are seeking a skilled and dedicated Financial Services Representative to join our team at NBC. In this role, you will have the opportunity to work with a diverse group of clients and provide expert advice on various financial services.Key ResponsibilitiesGreet clients and answer questions in a friendly and professional manner.Help clients...
-
E-Store Manager
4 weeks ago
Bathurst, New Brunswick, Canada Glentel Inc. Full timeAbout the Role:The Mobile Shop is seeking a highly motivated and experienced E-Store Manager to lead our team of Wireless Sales Representatives. As a key member of our retail team, you will be responsible for driving sales growth, improving customer satisfaction, and developing a high-performing team.Key Responsibilities:Lead and motivate a team of Wireless...
-
Financial Services Specialist
1 month ago
Bathurst, New Brunswick, Canada Scotiabank Full timeRequisition ID: 205641 Be part of a winning team at Scotiabank, where we help employees build their futures in an inclusive and high-performing culture.What your role will be...As a Financial Advisor, you will be a customer-centric professional who can connect with people in a relatable way. You will be an essential member of the Canadian Banking Branch...
-
Financial Services Professional
4 weeks ago
Bathurst, New Brunswick, Canada Scotiabank Full timeRequisition ID: 205641At Scotiabank, we're committed to helping our employees build their futures. Our inclusive and high-performing culture is dedicated to results, where you can be yourself and win together.What your role will be...As a Financial Advisor, you'll be an essential member of our Canadian Banking Branch network. Your focus will be to provide...
-
Wireless Store Manager
5 days ago
Bathurst, New Brunswick, Canada Glentel Inc. Full timeAs a Wireless Store Manager at Glentel Inc., you will be responsible for leading a dynamic team of sales representatives to achieve sales targets and objectives. You will actively participate in engaging customers in sales activities, provide ongoing training, coaching, and development to improve their skills, product knowledge, and customer service...