Financial Planner
3 weeks ago
As a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.
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.
- Natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Self-directed, performance-oriented approach in discovering clients' needs, listening to understand what they are looking for, customized financial strategies, and solutions.
- Highly engaged, educate clients, provide relevant insights, and expert advice.
- Demonstrate 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.
- Experience in financial planning and investment sales is preferred.
- Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
- Accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- Goal-oriented and entrepreneurial, with the 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.
- 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.
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Financial Planner
1 month ago
Oakville, Ontario, Canada Scotiabank Full timeFinancial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. 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...
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Financial Planner
1 month ago
Oakville, Ontario, Canada Scotiabank Full timeFinancial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. 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...
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Financial Planner
4 weeks ago
Oakville, Ontario, Canada Meridian Full timeJob Title: Financial PlannerMeridian is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will work closely with our Members to understand their financial goals and develop personalized plans to achieve them.Key Responsibilities:Financial Planning: Conduct thorough financial assessments and create comprehensive plans to help...
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Financial Planner
4 weeks ago
Oakville, Ontario, Canada Meridian Full timeJob Title: Financial PlannerMeridian is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will work closely with our Members to understand their financial goals and develop personalized plans to achieve them.Key Responsibilities:Financial Planning: Conduct thorough financial assessments and create comprehensive plans to help...
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Financial Planner
1 month ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob Opportunity:As a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of high-net-worth clients within the financial services industry.Key Responsibilities:Provide comprehensive financial planning advice and guidance to clients to help them achieve their long-term financial goals.Develop and maintain...
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Financial Planner
1 month ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob Opportunity:As a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of high-net-worth clients within the financial services industry.Key Responsibilities:Provide comprehensive financial planning advice and guidance to clients to help them achieve their long-term financial goals.Develop and maintain...
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Financial Planner
1 month ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeOpportunity OverviewAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients in the Oakville and Burlington markets. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning...
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Financial Planner
1 month ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeOpportunity OverviewAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients in the Oakville and Burlington markets. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning...
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Financial Planner
4 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Halton Market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice...
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Financial Planner
4 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Halton Market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice...
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Financial Planner
4 weeks ago
Oakville, Ontario, Canada RBC Full timeJob SummaryAs a Financial Planner at RBC, you will create custom investment solutions for prospective and existing clients within the Halton Market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that...
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Financial Planner
4 weeks ago
Oakville, Ontario, Canada RBC Full timeJob SummaryAs a Financial Planner at RBC, you will create custom investment solutions for prospective and existing clients within the Halton Market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that...
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Financial Planner
1 month ago
Oakville, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Halton Market. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice...
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Financial Planner
1 month ago
Oakville, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Halton Market. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice...
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Financial Planner
3 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeOpportunity OverviewAs a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients in the Oakville and Burlington markets. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...
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Financial Strategist
1 month ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeExciting Opportunity for Financial Planner at Royal Bank of CanadaRoyal Bank of Canada is offering a unique opportunity for a Financial Planner to manage and grow a portfolio of clients in the financial services industry. If you are passionate about financial planning and strive to help clients achieve their long-term goals, this role is for you.Provide...
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Financial Strategist
1 month ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeExciting Opportunity for Financial Planner at Royal Bank of CanadaRoyal Bank of Canada is offering a unique opportunity for a Financial Planner to manage and grow a portfolio of clients in the financial services industry. If you are passionate about financial planning and strive to help clients achieve their long-term goals, this role is for you.Provide...
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Financial Planner, Investment Specialist
3 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the Halton Market. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to...
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Financial Services Professional
1 day ago
Oakville, Ontario, Canada RBC Full timeJob SummaryWe are seeking a skilled Financial Planner to join our team at RBC. As an Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will be fully supported by internal partners who send client referrals your way.Key Responsibilities- Provide tailor-made financial planning advice...
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Investment Specialist
5 days ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob Title: Financial Planner, InvestmentJob SummaryAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, using your creativity and motivation to provide world-class advice and solutions that help clients...