Financial Planning Strategist

1 week ago


Mayne Island, Canada Scotiabank Full time
Role Overview

We are seeking a skilled Financial Planning Strategist to join our team in North Bay, Ontario. As a key member of our financial services team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service.

Job Responsibilities

The successful candidate will focus on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. Key responsibilities include:

  • Conducting comprehensive financial planning reviews for assigned clients to support their financial goals.
  • Delivering trusted financial advice to clients regarding their investments and retirement planning.
  • Developing customized financial strategies and solutions to meet client needs.
  • Educating clients on relevant insights and expert advice to enhance their financial well-being.
  • Demonstrating a collaborative approach when dealing with peers, clients, and partners.
Requirements

To succeed in this role, you will require:

  • Experience in financial planning and investment sales is preferred.
  • Succesfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
  • Mutual funds certified professional status and current accreditation for MFDA licensing requirements.
  • Goal-oriented and entrepreneurial mindset, with ability to work independently and as part of a larger team.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and regulatory environment.
What's in it for You?

This opportunity offers a competitive compensation package that rewards growing and maintaining your client base, as well as access to leading-edge resources to support your growth. Additionally, you will have the chance to build long-lasting client relationships through exceptional advice and service, and work in a culture that promotes diversity, respect, and inclusion.



  • Bowen Island, Canada First Credit Union Full time

    **Location: Bowen Island** **Financial Services Representative (Permanent, Part-Time)** Be one of the many First Credit Union team members who say, “I love my job” - this resonates in our 5-star rating on Glassdoor and our standing as one of B.C.’s Top Employers. First Credit Union is a financial co-operative with branches in eight communities across...

  • Financial Advisor

    2 months ago


    Salt Spring Island, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Financial Advisor to join our Salt Spring team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers...


  • Salt Spring Island, Canada BMO Financial Group Full time

    116 Fulford Ganges Road Salt Spring Island British Columbia,V8K 2S4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer...


  • Salt Spring Island, Canada BMO Financial Group Full time

    116 Fulford Ganges Road Salt Spring Island British Columbia,V8K 2S4 Join our team and enjoy a career in the community you love to live in! BMO will work with you to develop and hone your skills, allowing you to feel rewarded for making a real difference in peoples lives. We provide training and offer opportunities to make choices in your career that...


  • Salt Spring Island, Canada BMO Financial Group Full time

    116 Fulford Ganges Road Salt Spring Island British Columbia,V8K 2S4 Join our team and enjoy a career in the community you love to live in! BMO will work with you to develop and hone your skills, allowing you to feel rewarded for making a real difference in peoples lives. We provide training and offer opportunities to make choices in your career that...


  • Galiano Island, Canada Galiano Inn Full time

    Education: Bachelor's degreeExperience: 5 years or moreTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and programsSelect middle...


  • Galiano Island, Canada Galiano Inn Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and programsSelect middle...

  • Service Consultant

    5 months ago


    Pender Island, Canada Driftwood Auto & Marine Centre Full time

    Education: Secondary (high) school graduation certificate - Experience: 2 years to less than 3 years **Screening questions**: - Are you currently legally able to work in Canada? - Are you willing to relocate for this position? - Do you have previous experience in this field of employment? - What is the highest level of study you have completed? **Health...

  • Cook

    5 months ago


    Pelee Island, Canada STONE HOUSE BREWERY Full time

    Education: No degree, certificate or diploma - Experience: Will train **Work setting**: - Restaurant - Staff accommodation available **Tasks**: - Prepare and cook complete meals or individual dishes and foods - Prepare dishes for customers with food allergies or intolerances - Plan menus, determine size of food portions, estimate food requirements and...


  • Bow Island, Canada Jayco Builders Inc Full time

    _**Company Introduction**_ For more than 20 years, Jayco Builders has been building quality ready-to-move and on-site homes across Alberta and Saskatchewan. We have also been involved in various commercial, agricultural, and industrial projects throughout Alberta, Saskatchewan, and Manitoba. We believe that great quality is derived from a great team and...


  • Galiano Island, Canada Galiano Inn Full time

    Galiano Inn is seeking an experienced Strategic Business Leader to oversee the implementation of organizational policies and programs. The successful candidate will be responsible for allocating resources, authorizing department establishment, and formulating policies. A Bachelor's degree and 5+ years of experience in a similar role are required.Key...


  • Galiano Island, Canada Galiano Inn Full time

    Galiano Inn seeks a seasoned Marketing Vice-President to lead our marketing efforts. The ideal candidate will have a Bachelor's degree and at least 5 years of experience in marketing.Key ResponsibilitiesResource Allocation: Allocate material, human, and financial resources to implement organizational policies and programs.Department Establishment: Authorize...


  • Bowen Island, Canada Nectar Yoga Ltd. Full time

    Resort Property ManagerWe are seeking an experienced and skilled Resort Property Manager to oversee the daily operations of our resort. Key Responsibilities:Develop and implement policies and procedures for daily operationsSupervise staff and conduct performance reviews to ensure high-quality serviceNegotiate with suppliers for materials and supplies, and...

  • Events Manager

    6 months ago


    Pelee Island, Canada Pelee Island Winery Full time

    Job Summary: Key Responsibilities: Event Planning and Coordination: - Plan and execute all winery events in collaboration with the marketing team, ensuring they align with the winery’s brand and standards. - Coordinate all aspects of events including logistics, scheduling, vendor management, and budgeting. - Develop and maintain relationships with...


  • Bowen Island, Canada Nectar Yoga Ltd. Full time

    At Nectar Yoga Ltd., we are seeking a highly skilled Resort Manager to oversee the daily operations of our luxury resort. As a key member of our team, you will be responsible for developing and implementing policies and procedures to ensure seamless day-to-day operations.Key ResponsibilitiesDevelop and implement policies and procedures for daily...


  • Bow Island, Canada G.S. Dunn Limited Full time

    Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsExperience: 2 years to less than 3 yearsTasksAssist in developing programs of sampling and analysis to maintain quality standards Assist in development of standards, health and safety measuresCompile records and interpret experimental or analytical...


  • Bowen Island, Canada Doc Morgans's Restaurant & Pub Full time

    About Doc Morgans's Restaurant & PubDoc Morgans's Restaurant & Pub is a dynamic and fast-paced establishment, serving as a hub for culinary enthusiasts and patrons alike.SalaryWe offer an estimated annual salary of $43,000 to $50,000 based on industry standards, location, and experience. This compensation reflects the restaurant's commitment to providing...


  • Bow Island, Canada G.S. Dunn Limited Full time

    Education: Expérience: EducationCollege, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsTasksAssist in developing programs of sampling and analysis to maintain quality standards Assist in development of standards, health and safety measuresCompile records and interpret experimental or analytical resultsExamine...


  • Walpole Island, Canada Walpole Island First Nation Full time

    **Position**: The Walpole Island First Nation’s Post-Secondary Education Program is committed to supporting Walpole Island First Nation (WIFN) members and their families in the pursuit of achieving their post-secondary goals through financial and educational support. A demonstrated commitment to a client-centered approach, through case management...


  • Bowen Island, Canada Westland Insurance Full time

    Westland Insurance Group Ltd is a company that values growth and community involvement.We're currently seeking an Insurance Career Development Specialist for our Bowen Island, BC location.As an Insurance Career Development Specialist, you will be at the frontline of answering questions, communicating product benefits to clients, and capturing relevant data...