Financial Planning Expert

2 weeks ago


Sudbury, Ontario, Canada Scotiabank Full time

Requisition ID: 209484

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a critical role in providing exceptional service and building long-term relationships with our clients.

About the role

Key responsibilities:

  • Take a proactive approach to understanding customer needs, listening to their concerns and providing relevant advice
  • Educate customers on financial planning, providing insights and expert guidance to help them achieve their goals
  • Build comprehensive plans using a holistic approach, considering day-to-day banking, investments and borrowing solutions
  • Nurture strong, long-standing relationships with customers, providing ongoing support and guidance
  • Develop, retain and grow the branch business by delivering against individual and team sales goals that support a positive customer experience

Requirements:

  • Drive to build strong customer relationships and deliver exceptional service
  • Strategic mindset to develop personalized financial strategies
  • Proven ability to meet and exceed sales targets in a fast-paced environment
  • Mutual Funds licence and completed CIFP Diploma

What we offer:

  • Opportunity to join a forward-thinking organization with a collaborative team of innovative thinkers
  • Competitive compensation and benefits package
  • Organization committed to making a difference in our communities
  • Clear, transparent criteria for career progression


  • Sudbury, Ontario, Canada Scotiabank Full time

    Are you looking for a career that combines financial expertise with customer relationship building? Scotiabank is seeking a Financial Advisor to join our team in Canada.About the RoleWe are seeking a motivated and customer-focused individual to provide expert financial advice and guidance to our clients. As a Financial Advisor, you will be responsible...


  • Sudbury, Ontario, Canada Intact Financial Corporation Full time

    CLAIMS RESOLUTION EXPERT - THUNDER BAY**Job Overview**At Intact Financial Corporation, we're dedicated to helping people, businesses, and society prosper in good times and be resilient in bad times. As a Claims Resolution Expert, you'll play a vital role in our team, bringing purpose to life alongside a passionate community of experts.**About this...


  • Sudbury, Ontario, Canada Scotiabank Full time

    About the roleAs a Senior Financial Advisor at Scotiabank, you will play a crucial role in helping our 25 million customers achieve their financial goals. You will be responsible for discovering customer needs, providing expert advice, and building comprehensive plans to meet their objectives.Main Responsibilities:Proactively identify customer needs and...


  • Sudbury, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you'll be an essential member of our Canadian Banking Branch network, providing exceptional service to customers throughout their journey.Key Responsibilities:Taking a proactive approach to understanding customer needs and delivering tailored financial solutions.Educating customers on relevant...


  • Sudbury, Ontario, Canada Scotiabank Full time

    Requisition ID: 206562At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert advice and guidance to our clients, helping them make informed decisions about their financial futures.About the RoleKey Responsibilities:Develop and implement comprehensive...

  • Financial Planner

    4 weeks ago


    Sudbury, Ontario, Canada Scotiabank Full time

    Role SummaryWe 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 ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning,...


  • Sudbury, Ontario, Canada Scotiabank Full time

    Requisition ID: 206562At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.About the RoleKey Responsibilities: Develop and implement comprehensive financial plans tailored to each...


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

    Royal Bank of Canada is seeking a skilled Financial Planning Professional to join our team in Greater Sudbury/Grand Sudbury, Canada. This is an exciting opportunity to provide world-class investment advice and solutions to clients and help them achieve their long-term financial goals.


  • Sudbury, Ontario, Canada Scotiabank Full time

    About Scotiabank Financial AdvisorsAt Scotiabank, our Financial Advisors play a crucial role in helping customers achieve their financial goals. As a Banking Consultant Trainee, you will have the opportunity to work with a diverse range of customers, providing expert advice and guidance on financial products and services.Key ResponsibilitiesBuild and...

  • Financial Planner

    4 weeks ago


    Sudbury, Ontario, Canada Scotiabank Full time

    Financial Planner Role at ScotiabankAs 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...


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

    Job SummaryAs a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, leveraging your knowledge of Canadian legislation and estate planning strategies to deliver tailored solutions.Key ResponsibilitiesConduct comprehensive client interviews and create detailed...


  • Sudbury, Ontario, Canada Scotiabank Full time

    Company OverviewScotiabank is a leading bank in the Americas, guided by its purpose: "for every future." We help our customers achieve success through a broad range of advice, products and services.Salary & BenefitsWe offer a competitive compensation package, including a salary of $70,000 - $100,000 per year, depending on experience. In addition to a...


  • Sudbury, Ontario, Canada IG Wealth Management Full time

    At IG Wealth Management, we are actively seeking a skilled Financial Planning Professional to join our growing team of Corporate Employed Advisors in the Ontario Northeast region.Job Summary:We offer a competitive total compensation package including base salary and uncapped variable income for this role. The ideal candidate is a performance-driven high...

  • Investment Advisor

    4 weeks ago


    Sudbury, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Title: Investment Advisor - Wealth Management ExpertAbout the Role:We are seeking a highly skilled Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will be responsible for helping your clients achieve their financial goals by providing expert advice and guidance on investment strategies.Key...


  • Sudbury, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionAn Investment Advisor at RBC Dominion Securities will help clients achieve their financial goals while enjoying a rewarding career with unlimited earning potential. Company OverviewRBC Dominion Securities, a leading wealth management firm, offers a unique opportunity for self-motivated individuals to grow their business and make a lasting...


  • Sudbury, Ontario, Canada Scotiabank Full time

    Requisition ID: 206562At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.About the roleKey responsibilities:⁠ Provide proactive financial advice and guidance to customers⁠ Develop...


  • Sudbury, Ontario, Canada Scotiabank Full time

    Requisition ID: 206562At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert financial guidance and building strong relationships with our clients.About the RoleKey Responsibilities:• Proactively discover customer needs and provide personalized...


  • Sudbury, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for taking a proactive approach to understanding our customers' needs, providing expert advice, and building strong relationships with them.Key ResponsibilitiesDevelop and implement comprehensive...


  • Sudbury, Ontario, Canada Scotiabank Full time

    At Scotiabank, we're seeking a skilled Senior Financial Advisor to join our team. As a key member of our Canadian Banking Branch network, you'll provide exceptional service to our customers, building strong relationships and delivering tailored financial solutions.Key Responsibilities:Proactively discover customer needs and provide expert adviceEducate...


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

    Job OverviewWe are seeking a skilled Financial Advisor to join our team at the Royal Bank of Canada. As an expert in financial planning, you will attract, nurture, and grow relationships with high-value clients by providing proactive, professional advice and collaborating with RBC partners to help clients achieve their goals.Key ResponsibilitiesCommunicate...