Financial Planning Specialist

2 months ago


Canada Scotiabank Full time
About Scotiabank

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a leading bank in the Americas, we offer a wide range of advice, products, and services to support our customers' success.

Job Summary

We're seeking a skilled Financial Planning Specialist to join our team. In this role, you'll work closely with customers to understand their financial needs and develop personalized plans to help them achieve their goals.

Key Responsibilities
  • Build comprehensive plans for customers using a holistic approach
  • Develop strategic financial strategies, including day-to-day banking, investments, and borrowing solutions
  • Provide exceptional service throughout the customer's journey
What We Offer

As a Scotiabank employee, you'll have access to a range of benefits and opportunities for growth and development. We're committed to creating an inclusive and accessible environment for all employees, and we offer a range of programs and resources to support your success.

Why Join Scotiabank?

At Scotiabank, we're passionate about making a difference in our communities. We're committed to creating a positive impact through our business practices and community investments. If you're looking for a career that aligns with your values and passions, we encourage you to apply for this role.



  • Canada Scotiabank Full time

    About ScotiabankAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a leading bank in the Americas, we offer a wide range of advice, products, and services to support our customers' success.Job SummaryWe're seeking a skilled professional to join our Canadian Banking Branch network as a Financial Planning Specialist. In...


  • Canada Scotiabank Full time

    About ScotiabankAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a leading bank in the Americas, we offer a wide range of advice, products, and services to support their success.Job SummaryWe're seeking a skilled professional to join our Canadian Banking Branch network as a Financial Planning Specialist. In this role,...


  • Canada Scotiabank Full time

    About ScotiabankAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a leading bank in the Americas, we offer a wide range of advice, products, and services to support our customers' success.Job SummaryWe're seeking a skilled professional to join our Canadian Banking Branch network as a Financial Planning Specialist. In...


  • Canada Scotiabank Full time

    About ScotiabankAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a leading bank in the Americas, we offer a wide range of advice, products, and services to support their success.Job SummaryWe're seeking a skilled professional to join our Canadian Banking Branch network as a Financial Planning Specialist. In this role,...


  • Canada Scotiabank Full time

    About ScotiabankAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a leading bank in the Americas, we offer a wide range of advice, products, and services to support their success.Job SummaryWe're seeking a skilled professional to join our Canadian Banking Branch network as a Financial Planning Specialist. In this role,...


  • Canada Scotiabank Full time

    About ScotiabankAt Scotiabank, we're committed to helping our customers achieve their financial goals. As a leading bank in the Americas, we offer a wide range of advice, products, and services to support their success.Job SummaryWe're seeking a skilled professional to join our Canadian Banking Branch network as a Financial Planning Specialist. In this role,...


  • Canada Scotiabank Full time

    Unlock Your Potential with ScotiabankAs a Senior Financial Advisor at Scotiabank, you will play a vital role in helping our customers achieve their financial goals. With a strong focus on customer service and a commitment to making a difference in our communities, you will be part of a dynamic team that values diversity and inclusion.Key...


  • Canada Scotiabank Full time

    Unlock Your Potential with ScotiabankAs a Senior Financial Advisor at Scotiabank, you will play a vital role in helping our customers achieve their financial goals. With a strong focus on customer service and a commitment to making a difference in our communities, you will be part of a dynamic team that values diversity and inclusion.Key...


  • Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesBuild comprehensive plans for customers...


  • Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a critical role in providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesBuild comprehensive plans for customers...


  • Canada Scotiabank Full time

    Unlock Your Potential with ScotiabankAs a Senior Financial Advisor at Scotiabank, you will play a vital role in helping our customers achieve their financial goals. With a strong focus on customer service and a commitment to making a difference in our communities, you will be part of a dynamic team that values diversity and inclusion.Key...


  • Canada Scotiabank Full time

    Unlock Your Potential with ScotiabankAs a Senior Financial Advisor at Scotiabank, you will play a vital role in helping our customers achieve their financial goals. With a strong focus on customer service and a commitment to making a difference in our communities, you will be part of a dynamic team that values diversity and inclusion.Key...


  • Canada Scotiabank Full time

    Unlock Your Potential with ScotiabankAs a Senior Financial Advisor at Scotiabank, you will play a vital role in helping our customers achieve their financial goals. With a strong focus on customer service and a commitment to making a difference in our communities, you will be part of a dynamic team that values diversity and inclusion.Key...


  • Canada Scotiabank Full time

    Unlock Your Potential with ScotiabankAs a Senior Financial Advisor at Scotiabank, you will play a vital role in helping our customers achieve their financial goals. With a strong focus on customer service and a commitment to making a difference in our communities, you will be part of a dynamic team that values diversity and inclusion.Key...


  • Canada First West Credit Union Full time $100,000

    Senior Financial Advisor OpportunityWe are seeking a highly skilled Senior Financial Advisor to join our team at First West Credit Union. As a Senior Financial Advisor, you will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key Responsibilities:Identify member life...


  • Canada First West Credit Union Full time $100,000

    Senior Financial Advisor OpportunityWe are seeking a highly skilled Senior Financial Advisor to join our team at First West Credit Union. As a Senior Financial Advisor, you will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key Responsibilities:Identify member life...


  • Canada First West Credit Union Full time $100,000

    Senior Financial Advisor OpportunityWe are seeking a highly skilled Senior Financial Advisor to join our team at First West Credit Union. As a Senior Financial Advisor, you will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.Key Responsibilities:Identify member life...


  • Canada Canadian North Full time

    Financial Reporting SpecialistThe Financial Reporting Specialist will be part of the Financial Reporting group at Canadian North, working alongside Staff Accountants and Senior Accountants. This team is responsible for performing general accounting, reconciliations, and analysis activities involved in the preparation of financial statements. Each member of...


  • Canada Canadian North Full time

    Financial Reporting SpecialistThe Financial Reporting Specialist will be part of the Financial Reporting group at Canadian North, working alongside Staff Accountants and Senior Accountants. This team is responsible for performing general accounting, reconciliations, and analysis activities involved in the preparation of financial statements. Each member of...


  • Canada Connect&Go Full time

    We are Connect&GO, an integrated software powering attraction venues all around the world by empowering our clients to simplify their operations, increase their revenue and focus on their guests. However, our mission goes beyond business success. Within our team, we embrace and celebrate authenticity. We firmly believe in being true to ourselves and we...