Current jobs related to Financial Planner - Port Coquitlam, British Columbia - Scotiabank
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Financial Planner
4 weeks ago
Port Coquitlam, British Columbia, Canada Scotiabank Full timeRole SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...
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Financial Planner
4 weeks ago
Port Coquitlam, British Columbia, Canada Scotiabank Full timeRole SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...
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Financial Planner
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Port Coquitlam, British Columbia, Canada Scotiabank Full timeRole SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals. Your primary role will be to establish/deepen investment and primary banking relationships with existing assigned customers as well...
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Financial Planner
4 weeks ago
Port Coquitlam, British Columbia, Canada Scotiabank Full timeRole SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals. Your primary role will be to establish/deepen investment and primary banking relationships with existing assigned customers as well...
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Financial Planner
4 weeks ago
Port Coquitlam, British Columbia, Canada Scotiabank Full timeRole SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...
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Financial Planner
4 weeks ago
Port Coquitlam, British Columbia, Canada Scotiabank Full timeRole SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...
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Financial Planner
3 weeks ago
Port Coquitlam, British Columbia, Canada Scotiabank Full timeRole SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...
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Financial Planner
3 weeks ago
Port Coquitlam, British Columbia, Canada Scotiabank Full timeRole SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...
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Financial Planner
2 weeks ago
Port Coquitlam, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.Key ResponsibilitiesEstablish and deepen investment and primary...
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Financial Planner
3 weeks ago
Port Coquitlam, British Columbia, Canada Scotiabank Full timeAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking...
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Financial Planner
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Port Coquitlam, British Columbia, Canada Scotiabank Full timeRequisition ID: 208904At Scotiabank, we're seeking a skilled Financial Planner to join our branch sales team. As a key member of our team, you'll contribute to our overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.Your primary role will be to...
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Financial Planner
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Port Moody, British Columbia, Canada Royal Bank of Canada Full timeJob OpportunityAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for clients, leveraging our extensive portfolio of investment and portfolio solutions. You will be responsible for acquiring and consolidating existing and new clients, connecting them with the right RBC team members, and developing external business...
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Port Moody, British Columbia, Canada Royal Bank of Canada Full timeJob OpportunityAs a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that...
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Financial Planner
1 month ago
Port Moody, British Columbia, Canada Royal Bank of Canada Full timeJob OpportunityAs a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that...
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Financial Planner
3 weeks ago
Port Moody, British Columbia, Canada Royal Bank of Canada Full timeJob OpportunityAs a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that...
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Financial Planner
3 weeks ago
Port Moody, British Columbia, Canada Royal Bank of Canada Full timeJob OpportunityAs a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that...
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Port Moody, British Columbia, Canada Royal Bank of Canada Full timeJob Opportunity:As a Financial Planner, Investment and Retirement Planning Expert at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...
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Port Moody, British Columbia, Canada Royal Bank of Canada Full timeJob Opportunity:As a Financial Planner, Investment and Retirement Planning Expert at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...
Financial Planner
4 weeks ago
As a Financial Planner at Scotiabank, you will be a key member of our branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing strategies.
Key Responsibilities:- Develop and implement comprehensive financial plans for customers, including retirement planning, wealth accumulation, and estate planning.
- Conduct regular reviews and assessments to ensure customers' financial goals are being met.
- Provide expert advice and guidance on investment and retirement planning, leveraging your knowledge of financial markets and products.
- Build and maintain strong relationships with customers, peers, and partners to drive business growth and customer satisfaction.
- Stay up-to-date with industry trends and regulatory requirements to ensure compliance and best practices.
- Successful completion of the CIFP Diploma in Financial Planning or equivalent.
- Minimum three years of experience in financial planning and investment sales.
- Demonstrated sales management experience and ability to market Scotiabank's products and services.
- Excellent communication and interpersonal skills, with a strong ability to build relationships and drive business growth.
- A competitive compensation and benefits package tailored to the Financial Advisor, Retirement and Investment Planning role.
- Opportunities for professional growth and development, with a focus on building a strong and diverse team.
- A collaborative and inclusive work environment, with a commitment to diversity, equity, and inclusion.
- The chance to make a lasting impact on customers' financial lives and contribute to the success of Scotiabank.
