Financial Planner
2 months ago
We 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 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 needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Self-directed, performance-oriented approach in discovering our clients' needs, listening to understand what they are looking for, customized financial strategies and solutions.
- Highly engaged, educate clients, provide relevant insights and expert advice.
- 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 the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
- Mutual funds certified professional with current accreditation and good standing for MFDA licensing requirements.
- Goal-oriented and entrepreneurial, able to 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.
- 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 Planner
3 weeks ago
Sudbury, Ontario, Canada Scotiabank Full timeFinancial Planner Role at ScotiabankAs 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...
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Financial Planner
4 weeks ago
Sudbury, Ontario, Canada Scotiabank Full timeFinancial Planner Job DescriptionAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. Your primary responsibility will be to develop and deepen 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
2 months ago
Sudbury, 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. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...
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Financial Planner
2 months ago
Sudbury, 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. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...
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Financial Planner
4 weeks ago
Sudbury, Ontario, Canada Scotiabank Full timeFinancial Planner Job DescriptionAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. Your primary responsibility will be to develop and deepen 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
4 weeks ago
Sudbury, Ontario, Canada IG Wealth Management Full timeAdvisor, IG Wealth Management, Corporate ChannelLocation: Ontario NortheastReferral Level: Level 2We are seeking a highly motivated and experienced financial planner to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed and have a passion for delivering exceptional client service, please review the details below and apply...
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Financial Planner
4 weeks ago
Sudbury, Ontario, Canada IG Wealth Management Full timeAdvisor, IG Wealth Management, Corporate ChannelLocation: Ontario NortheastReferral Level: Level 2We are seeking a highly motivated and experienced financial planner to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed and have a passion for delivering exceptional client service, please review the details below and apply...
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Financial Planner
2 months ago
Sudbury, Ontario, 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
2 months ago
Sudbury, Ontario, 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
2 weeks ago
Sudbury, Ontario, Canada Scotiabank Full timeRole SummaryWe 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning,...
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Investment Advisor
2 weeks ago
Sudbury, Ontario, Canada RBC Dominion Securities Inc. Full timeJob DescriptionGrow your business, your way – with RBC Dominion SecuritiesAs a Wealth Management Professional at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll...
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Investment Advisor
2 weeks ago
Sudbury, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionUnlock your potential with RBCAs a Financial Services Professional at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to provide expert advice and guidance to your clients,...
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Financial Planner
5 months ago
Greater Sudbury, Canada Scotiabank Full timeRequisition ID: 201267Join 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
5 months ago
Greater Sudbury, Canada Scotiabank Full timeRequisition ID: 201767Join 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 Intern
5 days ago
Greater Sudbury, Canada Patrick Mechanical Limited Full time**Overview** **Key Responsibilities** **1. Financial Analysis** - Assist in the preparation of financial reports, focusing on trend analysis and forecasting. - Conduct variance analysis to compare budgeted versus actual financial results. - Support the development and refinement of financial models with guidance from senior analysts. **2. Budgeting** -...
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Junior Financial Analyst
5 months ago
Greater Sudbury, Canada Patrick Mechanical Limited Full time**We are currently seeking a Junior Financial Analysist! If you carry these qualifications and want to join a challenging work environment with an employer who supports continuous learning, we look forward to hearing from you.** - Patrick Mechanical Ltd. is a Sudbury based mechanical contracting company founded in 1989. Over the years, we have established...
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Advisor, IG Wealth Management, Corporate Channel
5 months ago
Greater Sudbury, Canada IG Wealth Management Full timeAdvisor, IG Wealth Management, Corporate Channel Location(s): Ontario Northeast Referral Level: Level 2 We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for...
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Paraplanner
5 months ago
Greater Sudbury, Canada Freelandt Caldwell Reilly LLP Full timeFreelandt Caldwell Reilly LLP is currently representing a client, in their search for a Paraplanner. This is an excellent opportunity to contribute your expertise to a dynamic company of financial professionals at Innova Wealth Partners. **Responsibilities**: This individual will be responsible for assisting in the creation of Financial, Education and...
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Land Use Planner
5 months ago
Greater Sudbury, Canada D. S. Dorland Limited Full timeEducation: - Expérience: **Education**: - College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year **Experience**: - 1 year to less than 2 years **Workplace information**: - Remote work available **Health benefits**: - Health care plan **Financial benefits**: - Pension plan **Other benefits**: -...
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Investment Advisor
1 week ago
Sudbury, Canada RBC Full timeJob SummaryJob Description Grow your business, your way with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...
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Investment Advisor
5 months ago
Sudbury, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...
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Investment Advisor
2 weeks ago
Sudbury, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...
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Project Controller
5 months ago
Greater Sudbury, Canada DMC Mining Services Full timeOur core values: Zero Harm, Teamwork, Results Driven, Courage and Accountability.**Summary**: DMC is currently for a Project Controller to join our team on a permanent basis, based in our Sudbury, ON location. The Project Controller will be responsible for monitoring, controlling, and reporting the progress of the project, ensuring the effectiveness and...
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Executive Assistant
5 months ago
Greater Sudbury, Canada Northern Uniform Service Full time**Executive Assistant - **Immediate Start** **Our Company** - Permanent full time; 40 hours per week Monday to Friday (8:30am - 4:30pm) - Ability to have an office flex schedule (_details to be discussed_) - Hourly rate of $20.00-$22.00, pay commensurable with experience. - Benefit Plan - Pension Plan We are an essential industry serving the food and...
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Project Information Specialist
5 months ago
Greater Sudbury, Canada AECOM Full timeCompany Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...
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Manager, Project Services
5 months ago
Greater Sudbury, Canada Vale Canada Full time**Who We Are**: Welcome to Vale in Canada. As a leader in the mining industry, our responsibility is to positively impact our people, communities, and the environment. We value our workforce and offer continuous training and career development opportunities for our people. With our global headquarters in Rio de Janeiro, Brazil, and approximately 125,000...
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Maintenance Superintendent
5 months ago
Greater Sudbury, Canada Thiess Full time**ABOUT THIESS** Started in Australia in 1933, Thiess is a 90-year-old, enduring company. Today, we’re a $4 billion world-class, global organization, specializing in sustainable resources solutions, including mining services, land reclamation, and engineering and technology consulting. With 12,000 employees and growing, our workforce has the skills,...
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Maintenance Superintendent- Eoi
5 months ago
Greater Sudbury, Canada Thiess Full time**ABOUT THIESS** Started in Australia in 1933, Thiess is a 90-year-old, enduring company. Today, we're a $4 billion world-class, global organization, specializing in sustainable resources solutions, including mining services, land reclamation, and engineering and technology consulting. With 12,000 employees and growing, our workforce has the skills,...
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Assistant Trainmaster
5 months ago
Greater Sudbury, Canada Canadian Pacific Full time**PURPOSE OF THE POSITION**: As the Assistant Trainmaster you will assist in the efficient movement of traffic within the road territory and yard-terminal by developing, organizing and executing the daily yard-terminal/road operating plan in a safe and cost effective manner which maximizes fluidity and achieves Local Service Operating Plan (LOSP) and...
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Specialist, Iroc Data and Reporting Specialist
5 months ago
Greater Sudbury, Canada Vale Full timeWelcome to Vale in Canada. As a leader in the mining industry, our responsibility is to positively impact our people, communities and the environment. We value our workforce and offer continuous training and career development opportunities for our people. Our Sudbury Operations have been in existence for more than 100 years. With five mines, a mill, a...