Financial Planner
3 days ago
As 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. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.
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 clients' financial goals.
- Exhibit a natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice to clients regarding their 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, 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 funds 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.
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Financial Services Professional
4 days ago
Spruce Grove, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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Financial Services Professional
4 days ago
Spruce Grove, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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Financial Planner
5 days ago
Spruce Grove, Canada Scotiabank Full timeRequisition ID: 207274Join 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...
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Financial Planner
2 days ago
Spruce Grove, Canada Scotiabank Full timeRequisition ID: 207274Join 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...
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Financial Planner
3 days ago
Spruce Grove, Canada Scotiabank Full timeRequisition ID: 207274 Join 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...
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Bilingual Senior Financial Analyst
5 days ago
City of Spruce Grove, Canada The City of Spruce Grove Full timeJob DescriptionThe City of Spruce Grove is a dynamic and growing organization committed to building a fiscally responsible community. We are seeking a highly skilled Senior Financial Analyst to join our Finance department.Key ResponsibilitiesProvide analytical support to the financial sustainability framework within Budget and Financial Planning, including...
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Bilingual Senior Financial Analyst
5 days ago
City of Spruce Grove, Canada The City of Spruce Grove Full timeJob DescriptionThe City of Spruce Grove is a dynamic and growing organization committed to building a fiscally responsible community. We are seeking a highly skilled Senior Financial Analyst to join our Finance department.Key ResponsibilitiesProvide analytical support to the financial sustainability framework within Budget and Financial Planning, including...
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Transit Systems Coordinator
4 weeks ago
City of Spruce Grove, Canada The City of Spruce Grove Full timeABOUT THE ORGANIZATION The City of Spruce Grove is a rapidly evolving municipality dedicated to fostering a financially responsible community that serves its residents, attracts visitors, and encourages future development. Our core values include accountability, communication, leadership, integrity, and respect, all while striving to maintain a healthy...
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Transit Operations Specialist
4 weeks ago
City of Spruce Grove, Canada The City of Spruce Grove Full timeABOUT THE ORGANIZATION The City of Spruce Grove is a rapidly evolving municipality dedicated to fostering a financially responsible community that serves its residents, attracts visitors, and encourages future development. Our core values include accountability, communication, leadership, integrity, and respect, all while striving to maintain a healthy...
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Transit Operations Specialist
4 weeks ago
City of Spruce Grove, Canada The City of Spruce Grove Full timeABOUT THE ORGANIZATION The City of Spruce Grove is a rapidly expanding, vibrant municipality dedicated to fostering a financially responsible community that caters to our residents, attracts visitors, and encourages future development. Our core values include accountability, communication, leadership, integrity, and respect, as we strive to maintain a...