Strategic Financial Advisor

2 days ago

Thunder Bay, Ontario, Canada Scotiabank Full time

Overview

Scotiabank is committed to making a difference in our communities.

Salary

The estimated salary for this role is $80,000 - $120,000 per year, depending on experience and qualifications.

Job Description

We are seeking a Strategic Financial Advisor to join our team. As a key member of our organization, 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 following a comprehensive financial planning framework to establish business development opportunities with prospects and clients within the assigned market area. Your goal will be to promote the development and sustainable growth of proprietary investment business in the assigned market area.

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.
  • Be highly engaged, educate clients, provide relevant insights, and expert advice.
  • Demonstrate a collaborative approach when dealing with peers, clients, and partners.

Required Skills and Qualifications

To succeed in this role, you will need:

  • Experience in financial planning and investment sales 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 mindset with ability 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.

Benefits

We offer a competitive compensation and benefits package that rewards growing and maintaining your client base. You will also have access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.

What's in it for you?

This role offers a unique opportunity to build long-lasting client relationships through exceptional advice and service. You will be part of a work culture that promotes diversity, respect, and inclusion, and an organization committed to making a difference in our communities – for you and your clients.

  • Strategic Financial Advisor

    5 days ago

    Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full time

    Company OverviewRBC Dominion Securities Inc. is a leading wealth management firm that provides comprehensive financial solutions to high net worth clients.

  • Sun Life Financial Advisor

    4 weeks ago

    Thunder Bay, Ontario, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Advisor Are you ready to take control of your life and career? As a Sun Life advisor, you'll have the opportunity to build a successful business, enjoy financial independence, and achieve a better work-life balance. Our comprehensive training and support program will help you develop the skills and knowledge you need to...

  • Strategic Financial Consultant

    2 weeks ago

    Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job RoleStrategic Financial ConsultantAs a Strategic Financial Consultant at RBC Dominion Securities Inc., you will be responsible for introducing products and services to high net worth clients. You will build relationships with internal and external clients through the utilization of appropriate tools or technologies. You will review day-to-day execution...

  • Strategic Financial Consultant

    3 weeks ago

    Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job SummaryWe are seeking a skilled Strategic Financial Consultant to join our team at RBC Dominion Securities Inc. As a key member of our wealth management team, you will be responsible for introducing products and services to high net worth clients, building relationships with internal and external clients, and reviewing day-to-day execution of deals to...

  • Strategic Investment Consultant

    2 days ago

    Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Title: Strategic Investment ConsultantEstimated Salary: $120,000 - $180,000 per yearAbout the RoleWe are seeking a skilled Investment Advisor to join our team at RBC Dominion Securities Inc. This is an exciting opportunity for a motivated professional to work with high net worth clients, building long-term relationships and providing expert investment...

  • Senior Campus Financial Advisor

    5 days ago

    Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

    We are seeking a Senior Campus Financial Advisor to join our team in Thunder Bay, Canada.About the RoleThis is an exciting opportunity to work with students and newcomers, providing expert financial advice and guidance. As a Senior Campus Financial Advisor, you will be responsible for building strong relationships with community partners and clients, and...

  • Strategic Financial Consultant

    4 weeks ago

    Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job OverviewRBC Dominion Securities Inc. is seeking a skilled Strategic Financial Consultant to join our team. As a key member of our wealth management team, you will be responsible for introducing products and services to high net worth clients, building relationships with internal and external clients, and reviewing day-to-day execution of deals to ensure...

  • Financial Services Advisor

    1 day ago

    Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

    Role OverviewWe are seeking a highly skilled Financial Services Advisor to join our team at the Royal Bank of Canada. This role is an exciting opportunity for a customer-focused professional to build strong relationships with students and newcomers in our local community.About the JobThis Financial Services Advisor position will be focused on developing...

  • Strategic Communications Liaison Specialist

    4 days ago

    Thunder Bay, Ontario, Canada Lakehead University Full time

    Communications & Media Relations AdvisorAbout UsLakehead University, a leading institution in Thunder Bay, is seeking a skilled Communications & Media Relations Advisor to join its dynamic team.Salary InformationThe salary for this position will be around $80,000, commensurate with experience and qualifications. The compensation package includes...

  • Sun Life Financial Advisor

    4 weeks ago

    Thunder Bay, Ontario, Canada Sun Life Full time

    Unlock your earning potential with Sun Life as a financial advisor. Take control of your life and determine your own success. Enjoy financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.Key...

  • Client Advisor

    3 weeks ago

    Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Client Advisor at Royal Bank of Canada, you will be responsible for delivering exceptional client experiences and building strong relationships with our clients. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the...

  • Sun Life Financial Advisor

    4 weeks ago

    Thunder Bay, Ontario, Canada Sun Life Full time

    Unlock your potential as a Sun Life advisor and build a successful business that brings you financial independence and work-life balance.As a Sun Life advisor, you'll receive exceptional training and support to help you grow your business, competitive compensation, and ongoing recognition for your achievements.Key benefits include:Be in charge of your own...

  • Strategic Operations Manager

    5 days ago

    Thunder Bay, Ontario, Canada Sephora Full time

    Sephora Canada is a dynamic and innovative beauty community that strives to find and share beauty in the world. Our constant innovation, trend-seeing ability, and focus on delivering an outstanding customer experience make us the most-loved beauty community and top of mind for every Canadian.We believe in embracing our communities, differences, experiences,...

  • Strategic Financial Professional

    6 days ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Company Overview:Scotiabank is a purpose-driven winning team committed to results in an inclusive and high-performing culture.Salary:We offer a competitive compensation package that rewards growing and maintaining your client base, estimated at $80,000 - $120,000 per year, depending on experience.Job Description:You will focus on developing and deepening...

  • Financial Freedom Entrepreneur

    1 day ago

    Thunder Bay, Ontario, Canada Sun Life Full time

    Embark on a rewarding career as a Sun Life Financial Advisor, where you'll have the opportunity to build a business and achieve financial independence.With exceptional training and support, competitive compensation, and ongoing recognition for your achievements, you'll be empowered to succeed. Enjoy a work-life balance and take control of your life by...

  • Strategic Financial Consultant

    2 weeks ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Requisition ID: 199095Financial Planning Role:A highly skilled Financial Planner is sought to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market at Scotiabank.About the Job:As a Financial Planner, you will focus on investment sales and new client acquisition, as well as establishing business...

  • Home Financing Advisor

    1 day ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    About Scotiabank Scotiabank is a leading financial services provider committed to delivering exceptional client experiences and driving long-term growth. Estimated Salary: $80,000 - $120,000 per year Job Description: Home Financing Advisor As a Home Financing Advisor at Scotiabank, you will play a key role in helping clients achieve their dream of...

  • Financial Services Associate

    4 weeks ago

    Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?The Royal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key Responsibilities:Provide professional...

  • Strategic Communications Specialist

    5 days ago

    Thunder Bay, Ontario, Canada Lakehead University Full time

    Contribute to Lakehead University’s reputation as a world-class institutionAbout the RoleWe are seeking an experienced Communications & Media Relations Advisor to join our team. This role plays a vital part in shaping the university's image and promoting its mission.Job DescriptionThis Administrative/Staff Position is responsible for developing and...

  • RBC Campus Banking Professional

    1 week ago

    Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAt Royal Bank of Canada, we are seeking a skilled Banking Advisor to join our team at our On Campus location. As a Banking Advisor, you will play a vital role in providing exceptional client experience and financial guidance to students and newcomers. You will work closely with colleagues and partners to develop strategic partnerships and deliver...