Financial Services Professional

2 weeks ago


Moncton, New Brunswick, Canada Scotiabank Full time

Requisition ID: 201152

At 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 clients, exhibiting a natural curiosity to uncover and solve for client needs, and demonstrating self-motivation and a goal-oriented mindset when identifying clients' needs to craft personalized financial strategies and solutions.

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's in it for you?

  • 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.


  • Moncton, New Brunswick, Canada AMJ Professional Tax and Accounting Services Corp Full time

    Join AMJ Professional Tax and Accounting Services Corp as a valued member of our accounting team.As a Financial Planning and Management Professional, you will play a crucial role in helping our clients achieve their financial goals. Your responsibilities will include identifying clients' financial objectives, managing balance sheets, and planning, setting...


  • Moncton, New Brunswick, Canada AMJ Professional Tax and Accounting Services Corp Full time

    Accounting ProfessionalAt AMJ Professional Tax and Accounting Services Corp, we are seeking an experienced Accounting Professional to join our team. The ideal candidate will have a strong background in accounting principles and practices, with a focus on financial management and analysis.Key Responsibilities:Manage balance sheets and profit/loss...


  • Moncton, New Brunswick, Canada AMJ Professional Tax and Accounting Services Corp Full time

    We are seeking a highly skilled Accounting Professional to join our team at AMJ Professional Tax and Accounting Services Corp. The ideal candidate will have a strong background in accounting and finance, with excellent analytical and problem-solving skills.Key Responsibilities:Manage balance sheets and profit/loss statementsPlan, set up and administer...


  • Moncton, New Brunswick, Canada AMJ Professional Tax and Accounting Services Corp Full time

    We are seeking an experienced Accounting Professional to join our team at AMJ Professional Tax and Accounting Services Corp. The ideal candidate will have a strong background in accounting and be able to manage balance sheets and profit/loss statements.Key Responsibilities:Identify clients' financial goals and objectivesManage balance sheets and profit/loss...


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

    Career Opportunities at Industrielle Alliance - Agence Québec Rive-Sud Are you looking for a career that combines professional goals and personal development? Do you want to help people acquire financial security through analysis and sound advice? As a financial security advisor for Industrielle Alliance - Agence Québec Rive-Sud, you will have the...


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

    Career Opportunities at Industrielle Alliance - Agence Québec Rive-Sud Are you looking for a career that combines professional goals and personal development? Do you want to help people acquire financial security through analysis and sound advice? As a financial security advisor for Industrielle Alliance - Agence Québec Rive-Sud, you will have the...


  • 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...


  • Moncton, New Brunswick, Canada AMJ Professional Tax and Accounting Services Corp Full time

    We are seeking a highly skilled Accounting Professional to join our team at AMJ Professional Tax and Accounting Services Corp. As an Accounting Professional, you will be responsible for identifying clients' financial goals and objectives, managing balance sheets and profit/loss statements, and planning, setting up and administering accounting systems.Key...


  • 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...


  • 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...


  • Moncton, New Brunswick, Canada Onmyownbusiness Solutions Inc. Full time

    Job Title: Financial ProfessionalJob Summary: We are seeking a highly skilled Financial Professional to join our team at Onmyownbusiness Solutions Inc. as an Accountant. The successful candidate will be responsible for identifying clients' financial goals and objectives, supervising staff, and analyzing clients' financial records.Key...


  • Moncton, New Brunswick, Canada AMJ Professional Tax and Accounting Services Corp Full time

    We are seeking a highly skilled Senior Financial Analyst to join our team at AMJ Professional Tax and Accounting Services Corp. As a key member of our accounting team, you will be responsible for analyzing financial records, preparing financial statements, and developing financial plans for our clients.Key Responsibilities:Analyze clients' financial records...


  • Moncton, New Brunswick, Canada Onmyownbusiness Solutions Inc. Full time

    We are seeking a highly skilled Financial Professional to join our team at Onmyownbusiness Solutions Inc. The ideal candidate will have a strong background in accounting and be able to analyze financial records, develop financial plans, and prepare reports and audit findings.Key ResponsibilitiesFinancial Analysis: Analyze clients' financial records and...


  • Moncton, New Brunswick, Canada Onmyownbusiness Solutions Inc. Full time

    Job Title: Financial ProfessionalJob Summary: We are seeking a highly skilled Financial Professional to join our team at Onmyownbusiness Solutions Inc. as an Accountant. The successful candidate will be responsible for identifying clients' financial goals and objectives, supervising staff, and analyzing clients' financial records.Key...


  • Moncton, New Brunswick, Canada SAGE Counselling Services Full time

    Job Title: Social WorkerWe are seeking a skilled and compassionate Social Worker to join our team at SAGE Counselling Services.Job Summary:The successful candidate will provide individual, family, and group counselling services to clients of all ages, including adolescents, adults, children, and the elderly. They will work in an urban area, within a mental...


  • Moncton, New Brunswick, Canada SAGE Counselling Services Full time

    Job Title: Social WorkerWe are seeking a skilled and compassionate Social Worker to join our team at SAGE Counselling Services.Job Summary:The successful candidate will provide individual, family, and group counselling services to clients of all ages, including adolescents, adults, children, and the elderly. They will work in an urban area, within a mental...


  • Moncton, New Brunswick, Canada SAGE Counselling Services Full time

    Job Title: Social WorkerWe are seeking a skilled and compassionate Social Worker to join our team at SAGE Counselling Services.Job Summary:The successful candidate will provide individual, family, and group counselling services to clients of all ages, including adolescents, adults, children, and the elderly. They will work in an urban area, within a mental...


  • Moncton, New Brunswick, Canada SAGE Counselling Services Full time

    Job Title: Social WorkerWe are seeking a skilled and compassionate Social Worker to join our team at SAGE Counselling Services.Job Summary:The successful candidate will provide individual, family, and group counselling services to clients of all ages, including adolescents, adults, children, and the elderly. They will work in an urban area, within a mental...


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

    Job SummaryRoyal Bank of Canada is seeking a talented and self-directed individual to join our team as an Associate Advisor. This role involves working with an Investment Advisor team to provide proactive advice and support to clients, helping to deepen existing relationships and welcome new clients to the firm.Key ResponsibilitiesProvide personalized advice...


  • Moncton, New Brunswick, Canada SAGE Counselling Services Full time

    Job Title: Social WorkerWe are seeking a skilled and compassionate Social Worker to join our team at SAGE Counselling Services. As a Social Worker, you will play a vital role in providing support and guidance to individuals and families in need.Job Summary:The successful candidate will be responsible for assessing client situations, providing counsel and...