Financial Planner, Arnprior

1 week ago


Arnprior, Ontario, Canada Scotiabank Full time
Role Summary

As a Financial Planner, 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 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 clients' financial goals.
  • Exhibit a natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  • Demonstrate self-motivation and a goal-oriented mindset when identifying clients' needs to craft personalized financial strategies and solutions.
  • Foster strong engagement, educate clients, offer insights, and deliver expert advice.
  • Exercise a collaborative approach when dealing with peers, clients, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
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.
  • Accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • Ability 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.


  • Arnprior, Ontario, Canada Scotiabank Full time

    Role SummaryWe are seeking a skilled Financial Planner to join our team in Arnprior, Ontario. As a Financial Planner, you will be responsible for 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...


  • Arnprior, Ontario, Canada Scotiabank Full time

    Role SummaryWe are seeking a skilled Financial Planner to join our team in Arnprior, Ontario. As a Financial Planner, you will be responsible for 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...

  • Financial Planner

    1 day ago


    Arnprior, Ontario, Canada Scotiabank Full time

    {"h1": "Financial Planner Role at Scotiabank", "p": "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. Your priority will be providing investment and financial planning advice to help clients meet their unique goals. ", "ul":...

  • Financial Planner

    2 days ago


    Arnprior, Ontario, Canada Scotiabank Full time

    {"h1": "Financial Planner Role at Scotiabank", "p": "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. Your priority will be providing investment and financial planning advice to help clients meet their unique goals. ", "ul":...

  • Financial Planner

    1 day ago


    Arnprior, Ontario, Canada Scotiabank Full time

    Financial Planner RoleRequisition ID: 201156We are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...

  • Financial Planner

    2 days ago


    Arnprior, Ontario, Canada Scotiabank Full time

    Financial Planner RoleRequisition ID: 201156We are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...


  • Arnprior, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews for assigned...


  • Arnprior, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews for assigned...


  • Arnprior, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?We are seeking a highly motivated and entrepreneurial individual to join our Field Sales team at Royal Bank of Canada. As an accredited Insurance Advisor Life, Health & Wealth, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions....


  • Arnprior, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?We are seeking a highly motivated and entrepreneurial individual to join our Field Sales team at Royal Bank of Canada. As an accredited Insurance Advisor Life, Health & Wealth, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions....


  • Arnprior, Canada Scotiabank Full time

    Join a purpose driven winning team, 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. Most importantly, you realize that your clients are your greatest asset, and your priority...


  • Arnprior, Canada Scotiabank Full time

    Join a purpose driven winning team, 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. Most importantly, you realize that your clients are your greatest asset, and your priority...


  • Arnprior, Canada Scotiabank Full time

    Requisition ID: 201156Join a purpose driven winning team, 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. Most importantly, you realize that your clients are your greatest...


  • Arnprior, Canada Scotiabank Full time

    Requisition ID: 201156 Join a purpose driven winning team, 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. Most importantly, you realize that your clients are your...


  • Arnprior, Canada Scotiabank Full time

       Requisition ID: 201156Join a purpose driven winning team, 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. Most importantly, you realize that your clients are your...


  • Arnprior, Ontario, K7S, Renfrew region, Canada Scotiabank Full time

    Join a purpose driven winning team, 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. Most importantly, you realize that your clients are your greatest asset, and your priority...

  • Financial Advisor

    3 months ago


    Arnprior, Canada Scotiabank Full time

    Requisition ID: 199551 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor/ Arnprior/ Permanent/ Full-time 37.5h At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to...

  • Financial Advisor

    3 months ago


    Arnprior, Canada Scotiabank Full time

    Requisition ID: 201505 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor/ Arnprior/ Temporary/ Full-time 37.5h At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to...

  • Dental Receptionist

    3 months ago


    Arnprior, Canada Dentistry @ Arnprior Full time

    Our rapidly growing office is looking for a confident, friendly dental administrator to grow with us. This is a great opportunity for someone looking to establish a rewarding future in a fast-paced dental office! We have a full-time position available immediately. We are looking for someone who has experience working with people from all walks of life, is...


  • Arnprior, Canada Town of Arnprior Full time

    Reporting to the Manager of Community Services/Planner, the Marketing & Economic Development Officer (MEDO) is a member of the Community Services Branch. The MEDO functions as a specialist in the design and management of advertising campaigns and initiatives for the Town. The MEDO is also responsible for providing a broad range of economic development...


  • Arnprior, Canada Scotiabank Full time

    Requisition ID: 197686 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate/ Arnprior/ Permanent/ Part-time 15h, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help...


  • Arnprior, Canada Scotiabank Full time

    Requisition ID: 178531 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Buyer/planner

    3 months ago


    Arnprior, Canada Pillar5 Pharma Inc. Full time

    Pillar5 Pharma Inc., an industry leading Canadian CDMO specializing in off-the-shelf sterile pharmaceuticals for the North American market, has an opening for a Buyer/Planner, in Arnprior, ON. Reporting to the Manager, Purchasing, you will be a key internal resource responsible for all aspects of buying, planning, and negotiating activities related to...


  • Arnprior, Canada Scotiabank Full time

    Requisition ID: 207098 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Financial Advisor

    3 months ago


    Arnprior, Canada Scotiabank Full time

    Requisition ID: 183692 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What your role will be** Financial Advisor Permanent full-time (37.5 hours) Location: Arnprior, On At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to...


  • Arnprior, Canada Banque Scotia Full time

    Numéro de la demande: 188089 Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. **À propos du role**: En tant que conseiller principal des services bancaires, votre approche est axée sur les clients et vous êtes en mesure d’établir facilement des liens avec eux. Acteur...


  • Arnprior, Canada P-Neo Personal GmbH Full time

    Whether you are an outdoor enthusiast, golfer, shopper or hoping to explore the local trails, Arnprior's has something for everyone!The corporation of the Town of Arnprior invites applicants to apply for the position of Manager of Finance. This is a full-time, permanent position working 35 hours per week, Monday to Friday.The Manager of Finance is...

  • Financial Advisor

    4 months ago


    Arnprior, Canada Scotiabank Full time

    Requisition ID: 179483 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor/ Arnprior/ Permanent/ Full-Time At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity...


  • Arnprior, Canada Scotiabank Full time

       Requisition ID: 207098Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.Our...


  • Arnprior, Canada Scotiabank Part time

    Requisition ID: 207098 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...