Financial Planner

2 weeks ago


Sault Ste Marie, Ontario, Canada Scotiabank Full time

As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary goal is to provide investment and financial planning advice to help clients meet their unique goals.

Using a comprehensive financial planning framework, you 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. Your key responsibilities will include:

  • Conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
  • Delivering trusted financial advice to clients regarding their investments and retirement planning.
  • Developing customized financial strategies and solutions to meet clients' needs.
  • Building relationships and providing a great client experience.

You will be a key member of our team, working closely with peers, clients, and partners to promote the development and sustainable growth of proprietary investment business in the assigned market area.

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. We value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone.



  • Sault Ste. Marie, Ontario, Canada Scotiabank Full time

    Financial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing client relationships, providing investment and financial planning advice, and promoting proprietary investment business growth.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate...


  • Sault Ste. Marie, Ontario, Canada Scotiabank Full time

    Financial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing client relationships, providing investment and financial planning advice, and promoting proprietary investment business growth.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate...

  • Financial Planner

    2 weeks ago


    Sault Ste. Marie, Ontario, Canada Scotiabank Full time

    As 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. You will be responsible for conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning...

  • Financial Planner

    3 weeks ago


    Sault Ste. Marie, Ontario, Canada Scotiabank Full time

    As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within...

  • Financial Planner

    2 weeks ago


    Sault Ste. Marie, Ontario, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will focus on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within...

  • Financial Planner

    2 weeks ago


    Sault Ste. Marie, Ontario, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...


  • Sault Ste. Marie, Ontario, Canada Your Neighbourhood Credit Union Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at Your Neighbourhood Credit Union. As an Associate Investment Advisor, you will work closely with our Senior Investment Advisor and Financial Planner to help manage client portfolios and develop new business opportunities.Key...


  • Sault Ste. Marie, Ontario, Canada Scotiabank Full time

    Role SummaryAs 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.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial...


  • Sault Ste. Marie, Ontario, Canada Your Neighbourhood Credit Union Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate Investment Advisor to join our team at Your Neighbourhood Credit Union. As a key member of our Private Wealth Practice, you will work closely with our Senior Investment Advisor and Financial Planner to manage client portfolios and develop new business opportunities.Key...


  • Sault Ste. Marie, Ontario, Canada Your Neighbourhood Credit Union Full time

    About the RoleWe are seeking a highly motivated and personable Financial Services Representative to join our well-established Private Wealth Practice. As an Associate Investment Advisor, you will work closely with our Senior Investment Advisor and Financial Planner to help manage client portfolios and develop new business opportunities.Key...


  • Sault Ste. Marie, Ontario, Canada Your Neighbourhood Credit Union Full time

    About the RoleWe are seeking a highly motivated and personable Associate Investment Advisor to join our Private Wealth Practice. As a key member of our team, you will work closely with our Senior Investment Advisor and Financial Planner to help manage client portfolios and develop new business opportunities.Key ResponsibilitiesDesign and provide detailed...

  • Investment Advisor

    2 weeks ago


    Sault Ste. Marie, Ontario, Canada Your Neighbourhood Credit Union Full time

    Job Title: Associate Investment AdvisorWe are seeking a highly motivated and personable Associate Investment Advisor to join our well-established and high-volume Private Wealth Practice. As a key member of our team, you will work closely with our Senior Investment Advisor and Financial Planner to help manage client portfolios and develop new business...


  • Sault Ste. Marie, Ontario, Canada Your Neighbourhood Credit Union Full time

    Job OpportunityWe are seeking a highly motivated and personable Associate Investment Advisor to join our well-established Private Wealth Practice at Your Neighbourhood Credit Union.About the RoleAs an Associate Investment Advisor, you will work closely with our Senior Investment Advisor and Financial Planner to manage client portfolios and develop new...


  • Sault Ste. Marie, Ontario, Canada Your Neighbourhood Credit Union Full time

    Job Title: Associate Investment AdvisorAt Your Neighbourhood Credit Union, we're committed to providing exceptional financial services to our members. We're seeking a highly motivated and detail-oriented Associate Investment Advisor to join our team.The Role:We're looking for an individual who is passionate about delivering exceptional client experiences and...


  • Sault Ste. Marie, Ontario, Canada Your Neighbourhood Credit Union Full time

    Job Title: Associate Investment AdvisorAt Your Neighbourhood Credit Union, we are seeking a highly motivated and personable Associate Investment Advisor to join our well-established and high-volume Private Wealth Practice. In partnership with Aviso Wealth, we offer a wealth management program that provides financial planning, insurance, and investments to...


  • Sault Ste. Marie, Ontario, Canada Your Neighbourhood Credit Union Full time

    Job Title: Associate Investment AdvisorWe are seeking a highly motivated and personable Associate Investment Advisor to join our well-established and high-volume Private Wealth Practice at Your Neighbourhood Credit Union. As a key member of our team, you will work closely with our Senior Investment Advisor and Financial Planner to help manage client...

  • Investment Advisor

    3 weeks ago


    Sault Ste. Marie, Ontario, Canada RBC - Royal Bank Full time

    Unlock Your Potential as an Investment Advisor at RBCAbout the RoleAs a highly motivated and results-driven Investment Advisor at RBC, you will have the opportunity to build a successful career in wealth management, helping your clients achieve their financial goals and aspirations. With a strong focus on client relationships and personalized service, you...

  • Investment Advisor

    2 weeks ago


    Sault Ste. Marie, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you will help your clients reach their goals, while we provide you with the tools and resources to succeed. You will have the autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible...

  • Investment Advisor

    2 weeks ago


    Sault Ste. Marie, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionUnlock your potential with RBCAs a Financial Planning and Wealth Management Professional at RBC, 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,...

  • Investment Advisor

    2 weeks ago


    Sault Ste. Marie, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionGrow your business, your way – with RBCAs a Financial Planning Specialist 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...