Current jobs related to Financial Planner - Moncton, New Brunswick - Scotiabank

  • Financial Planner, Moncton or Bathurst

    1 month ago

    Moncton, New Brunswick, Canada Scotiabank Full time

    Unlock your potential as a Financial Planner with Scotiabank, where you'll have the opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.As a Financial Planner, you will focus on delivering tailored investment and financial planning advice to help clients meet their unique goals....

  • Financial Planner, Moncton or Bathurst

    1 month ago

    Moncton, New Brunswick, Canada Scotiabank Full time

    Unlock your potential as a Financial Planner with Scotiabank, where you'll have the opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.As a Financial Planner, you will focus on delivering tailored investment and financial planning advice to help clients meet their unique goals....

  • Financial Planner, Moncton or Bathurst

    2 months ago

    Moncton, New Brunswick, Canada Scotiabank Full time

    Unlock your potential as a Financial Planner with Scotiabank, where you'll have the opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.As a Financial Planner, you will focus on investment sales and new client acquisition, as well as establishing business development...

  • Financial Planner, Moncton or Bathurst

    1 month ago

    Moncton, New Brunswick, Canada Scotiabank Full time

    Unlock your potential as a Financial Planner with Scotiabank, where you'll have the opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.As a Financial Planner, you will focus on investment sales and new client acquisition, as well as establishing business development...

  • Financial Planner

    2 weeks ago

    Moncton, New Brunswick, Canada Scotiabank Full time

    Requisition ID: 201152At Scotiabank, we're committed to delivering exceptional advice and service to our clients. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality investment and financial planning advice.Using a comprehensive financial planning framework, you'll focus on investment...

  • Financial Planner, Moncton or Bathurst

    3 weeks ago

    Moncton, New Brunswick, Canada Scotiabank Full time

    Requisition ID: 201152At Scotiabank, we're committed to delivering exceptional financial advice and service to our clients. 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.Using a comprehensive financial planning framework, you'll...

  • Financial Planner

    2 weeks ago

    Moncton, New Brunswick, Canada Scotiabank Full time

    Requisition ID: 201152At Scotiabank, we're committed to delivering exceptional financial advice and service to our clients. As a Financial Planner, you'll play a key role in developing and deepening client relationships within the mass affluent market.Using a comprehensive financial planning framework, you'll focus on investment sales and new client...

  • Financial Services Professional

    3 weeks ago

    Moncton, New Brunswick, Canada Scotiabank Full time

    Requisition ID: 201152At Scotiabank, we're seeking a skilled Financial Planner to join our team in Moncton or Bathurst. 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.Key responsibilities include conducting in-depth reviews for assigned...

  • Senior Financial Advisor

    3 weeks ago

    Moncton, New Brunswick, Canada Scotiabank Full time

    Requisition ID: 201152At Scotiabank, we're committed to delivering exceptional financial services to our clients. 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.Using a comprehensive financial planning framework, you'll focus on...

  • Financial Services Professional

    2 weeks ago

    Moncton, New Brunswick, Canada Scotiabank Full time

    Requisition ID: 201152At Scotiabank, we're committed to delivering exceptional results in an inclusive and high-performing culture.As a Financial Planner, you'll focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Using a comprehensive financial planning framework, you'll be...

  • Financial Services Professional

    3 weeks ago

    Moncton, New Brunswick, Canada Scotiabank Full time

    Requisition ID: 201152As a Financial Planner at Scotiabank, 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 asset, and your priority is providing investment and financial planning advice to help them...

  • Financial Services Professional

    3 weeks ago

    Moncton, New Brunswick, Canada Scotiabank Full time

    Requisition ID: 201152At Scotiabank, we're 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.Your priority will be providing investment and financial planning advice to help...

  • Wealth Strategist, Moncton or Bathurst

    1 week ago

    Moncton, New Brunswick, Canada Scotiabank Full time

    Requisition ID: 201152A winning team at Scotiabank is seeking a skilled Financial Planner to join our 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.By following a comprehensive financial planning...

  • Investment Advisor

    4 weeks ago

    Moncton, New Brunswick, Canada RBC Dominion Securities Inc. Full time

    Grow Your Business with RBC Dominion SecuritiesAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll be equipped to provide expert financial advice and guidance to individuals, families, and...

  • Investment Advisor

    3 weeks ago

    Moncton, New Brunswick, Canada RBC Dominion Securities Inc. Full time

    Job 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. Whether you're looking to start your own business or take your existing one to the next level, we have the training, support, and resources you need to succeed.What you do...

  • Investment Advisor

    3 weeks ago

    Moncton, New Brunswick, Canada RBC Dominion Securities Inc. Full time

    Job 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 need for your...

  • Investment Advisor

    2 weeks ago

    Moncton, New Brunswick, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs a Financial Planning and Wealth Management Professional at RBC, you can help your clients achieve their financial goals, while we support you in reaching yours. Whether you're looking to start your own business or take your existing one to the next level, we offer the training, resources,...

  • Financial Planner, Moncton or Bathurst

    5 months ago

    Moncton, Canada Scotiabank Full time

    Requisition ID: 201152 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...

  • Financial Planner, Moncton or Bathurst

    5 months ago

    Moncton, Canada Scotiabank Full time

       Requisition ID: 201152Join 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...

  • Financial Planner

    2 weeks ago

    Moncton, Canada Scotiabank Full time

       Requisition ID: 210000Join 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...

  • Market Leader Financial Planning

    4 weeks ago

    Moncton, Canada BMO Financial Group Full time

    633 Main Street, Suite 250 Moncton New Brunswick,E1C 9X9 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...

  • Sales Representative

    4 months ago

    Moncton, Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    Did you know that 80% of active Sales Representative / financial advisors have not studied finance? Are you looking for a new challenge with a flexible schedule and the possibility of working from home? No experience required, we train you from A to Z! license paid by the company, full benefits, group insurance and group RRSP. Come meet us and take the...

  • Sales Representative

    5 months ago

    Moncton, Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    Did you know that 80% of active Sales Representative / financial advisors have not studied finance?Are you looking for a new challenge with a flexible schedule and the possibility of working from home? No experience required, we train you from A to Z! license paid by the company, full benefits, group insurance and group RRSP. Come meet us and take the...

  • Sales Representative

    5 months ago

    Moncton, Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    Did you know that 80% of active Sales Representative / financial advisors have not studied finance? Are you looking for a new challenge with a flexible schedule and the possibility of working from home? No experience required, we train you from A to Z! license paid by the company, full benefits, group insurance and group RRSP. Come meet us and take the...

  • Planificateur(trice) financier(ière) principal(e), Groupe de planification centralisée

    3 weeks ago

    Moncton, Canada Scotiabank Full time

    Titre: Planificateur(trice) financier(ière) principal(e), Groupe de planification centraliséeJoignez-vous à la communauté mondiale de BanquiersScotia pour aider les clients à améliorer leur situation. Nous nous appuyons sur la planification financière pour mobiliser nos clients, les aider à réaliser leurs objectifs et obtenir les meilleurs...

  • Community General Manager, Personal Banking

    2 months ago

    Moncton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Sales Representative

    5 months ago

    Moncton, New Brunswick, B1C, Cape Breton, Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    Did you know that 80% of active Sales Representative / financial advisors have not studied finance? Are you looking for a new challenge with a flexible schedule and the possibility of working from home? No experience required, we train you from A to Z! license paid by the company, full benefits, group insurance and group RRSP. Come meet us and take the...

  • Investment Advisor

    4 weeks ago

    Moncton, Canada Royal Bank of Canada> Full time

    Job 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...

  • Community General Manager, Personal Banking

    1 month ago

    Moncton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Community General Manager, Personal Banking

    2 months ago

    Moncton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Insurance Advisor Life, Health

    7 days ago

    Moncton, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC...

Financial Planner

2 months ago

Moncton, New Brunswick, Canada Scotiabank Full time
Financial Planning Role

We are seeking a skilled Financial Planner to join our team in Moncton or Bathurst, New Brunswick. 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 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.
Requirements
  • 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.
What We Offer
  • 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.