Financial Planning Specialist

6 days ago

London, Ontario, Canada Scotiabank Full time

About the Role

We are seeking a highly motivated and experienced Investment Sales Professional to join our team at Scotiabank. As an Investment Sales Professional, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

Key Responsibilities

  • Develop and execute business development plans for prospects and existing clients within the mass affluent market.
  • Identify additional investment business development opportunities and facilitate the implementation of an investment solution and/or referral to the appropriate partners.
  • Provide client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles.
  • Conduct outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities.
  • Conduct complimentary needs analysis across several financial statements, including competitor statements.
  • Participate actively in local professional and community events and associations to develop and expand your network.
  • Identify opportunities to deliver community information sessions and financial seminars to grow prospects.
  • Build and maintain a market profile in the assigned market area.
  • Network with investment industry specialists while managing a small budget for independent marketing-based activities.

Requirements

  • 3 years of experience in financial planning and investment sales.
  • Current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • Successfully completed the Personal Financial Planning (PFP) designation, and/or the Certified Financial Planner (CFP) designation.
  • Proven networking, client acquisition, and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
  • Goal-oriented and entrepreneurial, with the ability to work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

What We Offer

  • An entrepreneurial culture with the freedom to develop your career.
  • A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it's convenient for them.
  • A compensation structure 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.

About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management, and private banking, corporate and investment banking, and capital markets.

Accommodation

We are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.

  • Financial Planning Specialist

    2 days ago

    London, Ontario, Canada ReForest London Full time

    At ReForest London, we are seeking a skilled Financial Planning Specialist to join our team. In this role, you will be responsible for calculating and preparing cheques for payroll, as well as maintaining general ledgers and financial statements. You will also be expected to post journal entries and prepare other statistical, financial and accounting...

  • Financial Planning Specialist

    1 month ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional financial planning services to our clients, identifying opportunities for growth and development, and building strong...

  • Financial Planning Specialist

    1 month ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional financial planning services to our clients, identifying opportunities for growth and development, and building strong...

  • Financial Planning Specialist

    1 month ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service, identifying business opportunities, and developing strategic partnerships to drive growth and revenue.Key...

  • Financial Planning Specialist

    1 month ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service, identifying business opportunities, and developing strategic partnerships to drive growth and revenue.Key...

  • Financial Planning Specialist

    4 weeks ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our team, you will be responsible for providing exceptional financial planning services to our clients, identifying opportunities to grow our business, and developing strong relationships with our...

  • Financial Planning Specialist

    4 weeks ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our team, you will be responsible for providing exceptional financial planning services to our clients, identifying opportunities to grow our business, and developing strong relationships with our...

  • Financial Planning Specialist

    1 month ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service, identifying business opportunities, and developing strategic relationships with clients.Key...

  • Financial Planning Specialist

    1 month ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service, identifying business opportunities, and developing strategic relationships with clients.Key...

  • Financial Planning Specialist

    4 weeks ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service and delivering tailored financial solutions to our clients.Key ResponsibilitiesClient Relationship Management:...

  • Financial Planning Specialist

    4 weeks ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service and delivering tailored financial solutions to our clients.Key ResponsibilitiesClient Relationship Management:...

  • Financial Planning Specialist

    2 weeks ago

    London, Ontario, Canada Royal Bank of Canada Full time

    Job OverviewAs a skilled Financial Planning Specialist at Royal Bank of Canada, you will create personalized investment solutions for clients within the London Market. With the support of internal partners, you will be responsible for prospecting and networking to acquire new clients and assets. Your creativity and drive for new investment sales will enable...

  • Financial Planning Strategist

    2 months ago

    London, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Royal Bank of Canada.Key ResponsibilitiesWork with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management.Collaborate with cross-functional teams to provide exceptional client service and...

  • Financial Planning Strategist

    2 months ago

    London, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Royal Bank of Canada.Key ResponsibilitiesWork with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management.Collaborate with cross-functional teams to provide exceptional client service and...

  • Financial Operations Specialist

    2 weeks ago

    London, Ontario, Canada ReForest London Full time

    Job Title: Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at ReForest London. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial operations.Key Responsibilities:Calculate and prepare cheques for payroll, ensuring timely...

  • Financial Operations Specialist

    1 week ago

    London, Ontario, Canada ReForest London Full time

    Financial Operations SpecialistAt ReForest London, we are seeking a highly skilled Financial Operations Specialist to join our team. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing financial reports, and ensuring compliance with financial regulations.Key Responsibilities:Calculate and prepare...

  • Financial Operations Specialist

    2 weeks ago

    London, Ontario, Canada ReForest London Full time

    Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at ReForest London. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial reports, and ensuring compliance with financial regulations.Key...

  • Financial Operations Specialist

    2 months ago

    London, Ontario, Canada ReForest London Full time

    About the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team at ReForest London. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial operations.Key ResponsibilitiesFinancial Record Keeping: Maintain and balance various accounts using manual and...

  • Financial Operations Specialist

    2 months ago

    London, Ontario, Canada ReForest London Full time

    About the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team at ReForest London. As a key member of our finance department, you will be responsible for ensuring the accuracy and efficiency of our financial operations.Key ResponsibilitiesFinancial Record Keeping: Maintain and balance various accounts using manual and...

  • Financial Operations Specialist

    6 days ago

    London, Ontario, Canada ReForest London Full time

    Job Summary: We are seeking a highly skilled Financial Operations Specialist to join our team at ReForest London. As a key member of our finance department, you will be responsible for a variety of financial tasks, including calculating and preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining general ledgers and financial...