Financial Planner
1 month 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.
- Natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Self-directed, performance-oriented approach in discovering 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 (Investments Funds in Canada or Canadian Securities Course).
- 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.
- Ability to build long-lasting client relationships through exceptional advice and service.
- Work culture that promotes diversity, respect, and inclusion.
- Organization committed to making a difference in our communities – for you and your clients.
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Financial Planner
1 month ago
Kelowna, British Columbia, 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
1 month ago
Kelowna, British Columbia, 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...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleAt 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.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleAt 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.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including...
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Financial Planner
2 months ago
Kelowna, British Columbia, 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 contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.Key Responsibilities:Establish...
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Financial Planner
2 months ago
Kelowna, British Columbia, 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 contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.Key Responsibilities:Establish...
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Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs 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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Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs 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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Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs 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 relationships with existing customers, as well as those referred by branch partners.Key...
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Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs 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 relationships with existing customers, as well as those referred by branch partners.Key...
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Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs 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...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs 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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Financial Planner
4 weeks ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs 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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Financial Planner
4 weeks ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs 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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Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs 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 relationships with existing customers, as well as those referred by branch partners.Key...
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Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs 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 relationships with existing customers, as well as those referred by branch partners.Key...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs 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...
-
Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs 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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Financial Planner
3 weeks ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs 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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Financial Planner
3 weeks ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs 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...
