Financial Planning Professional

2 weeks ago

Vancouver, British Columbia, Canada Scotiabank Full time

As a Financial Planning Professional 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.

Following a comprehensive financial planning framework, you will be focused 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 include:

  • 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.
  • You're self-directed, performance-oriented in your approach in discovering clients' needs, listening to understand what they are looking for, customized financial strategies and solutions.
  • Be 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.

Requirements include:

  • 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.
  • You're a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You're goal-oriented and entrepreneurial. You can 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.

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.

  • Financial Planning and Analysis Senior Analyst

    3 weeks ago

    Vancouver, British Columbia, Canada Definity Financial Full time

    Senior Financial Analyst - Financial Planning & AnalysisDefinity Financial is seeking a highly skilled Senior Financial Analyst to join our team in Financial Planning and Analysis. As a key member of our team, you will be responsible for providing critical financial insights and analysis to support business decision-making.Key Responsibilities:Develop and...

  • Financial Planning and Analysis Senior Analyst

    3 weeks ago

    Vancouver, British Columbia, Canada Definity Financial Full time

    Senior Financial Analyst - Financial Planning & AnalysisDefinity Financial is seeking a highly skilled Senior Financial Analyst to join our team in Financial Planning and Analysis. As a key member of our team, you will be responsible for providing critical financial insights and analysis to support business decision-making.Key Responsibilities:Develop and...

  • Financial Planning and Analysis Professional

    2 weeks ago

    Vancouver, British Columbia, Canada HARMINDER SIAN & CO. Full time

    Job Title: Financial Planning and Analysis ProfessionalHARMINDER SIAN & CO. is seeking a highly skilled Financial Planning and Analysis Professional to join our team. As a key member of our finance department, you will be responsible for planning, setting up, and administering accounting systems, as well as analyzing clients' financial records and preparing...

  • Financial Planning and Analysis Professional

    2 weeks ago

    Vancouver, British Columbia, Canada Ideal career consulting Full time

    Job Title: Financial Planning and Analysis ProfessionalAbout the Role:We are seeking a highly skilled Financial Planning and Analysis Professional to join our team at Ideal Career Consulting. As a key member of our accounting team, you will be responsible for planning, setting up, and administering accounting systems, as well as supervising staff and...

  • Financial Planning and Accounting Supervisor

    2 weeks ago

    Vancouver, British Columbia, Canada Genesa Chartered Professional Accountants Corp. Full time

    At Genesa Chartered Professional Accountants Corp., we are seeking a highly skilled Financial Planning and Accounting Supervisor to join our team. The successful candidate will be responsible for supervising staff, planning and setting up accounting systems, and analyzing clients' financial records.Key Responsibilities:Supervise staff and ensure the accuracy...

  • Financial Planning and Accounting Supervisor

    3 weeks ago

    Vancouver, British Columbia, Canada Genesa Chartered Professional Accountants Corp. Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Accounting Supervisor to join our team at Genesa Chartered Professional Accountants Corp. The successful candidate will be responsible for supervising staff, planning and administering accounting systems, and analyzing clients' financial records.Key ResponsibilitiesSupervise staff and ensure...

  • Financial Planning and Accounting Supervisor

    2 weeks ago

    Vancouver, British Columbia, Canada Genesa Chartered Professional Accountants Corp. Full time

    Job Title: Financial Planning and Accounting SupervisorJob Summary: We are seeking a highly skilled Financial Planning and Accounting Supervisor to join our team at Genesa Chartered Professional Accountants Corp. The successful candidate will be responsible for supervising staff, planning and setting up accounting systems, and analyzing clients' financial...

  • Financial Planning and Accounting Supervisor

    2 weeks ago

    Vancouver, British Columbia, Canada Genesa Chartered Professional Accountants Corp. Full time

    We are seeking a highly skilled Financial Planning and Accounting Supervisor to join our team at Genesa Chartered Professional Accountants Corp. As a key member of our accounting team, you will be responsible for planning, setting up, and administering accounting systems, as well as supervising staff. Your expertise in financial planning and accounting will...

  • Financial Planning and Accounting Supervisor

    2 weeks ago

    Vancouver, British Columbia, Canada Genesa Chartered Professional Accountants Corp. Full time

    Job Title: Financial Planning and Accounting SupervisorJob Summary: We are seeking a highly skilled Financial Planning and Accounting Supervisor to join our team at Genesa Chartered Professional Accountants Corp. The successful candidate will be responsible for supervising staff, planning and administering accounting systems, and analyzing clients' financial...

  • Financial Planning and Accounting Supervisor

    3 weeks ago

    Vancouver, British Columbia, Canada Genesa Chartered Professional Accountants Corp. Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Accounting Supervisor to join our team at Genesa Chartered Professional Accountants Corp. The successful candidate will be responsible for overseeing the accounting and financial services functions, ensuring accuracy and compliance with accounting standards and procedures.Key...

  • Senior Financial Planning Analyst

    1 month ago

    Vancouver, British Columbia, Canada Definity Financial Full time

    Senior Analyst - Financial Planning & AnalysisDefinity Financial is seeking a highly skilled Senior Analyst to join our team in Financial Planning & Analysis. As a key member of our team, you will be responsible for providing valuable insights and financial analysis to support business decision-making.Key Responsibilities:Support the business in financial...

  • Senior Financial Planning Analyst

    1 month ago

    Vancouver, British Columbia, Canada Definity Financial Full time

    Senior Analyst - Financial Planning & AnalysisDefinity Financial is seeking a highly skilled Senior Analyst to join our team in Financial Planning & Analysis. As a key member of our team, you will be responsible for providing valuable insights and financial analysis to support business decision-making.Key Responsibilities:Support the business in financial...

  • Financial Planning and Accounting Supervisor

    2 weeks ago

    Vancouver, British Columbia, Canada Genesa Chartered Professional Accountants Corp. Full time

    At Genesa Chartered Professional Accountants Corp., we are seeking a highly skilled Financial Planning and Accounting Supervisor to join our team. The successful candidate will be responsible for planning, setting up, and administering accounting systems, as well as supervising staff and ensuring accuracy and compliance to accounting standards and...

  • Financial Planning and Accounting Supervisor

    2 weeks ago

    Vancouver, British Columbia, Canada Genesa Chartered Professional Accountants Corp. Full time

    At Genesa Chartered Professional Accountants Corp., we are seeking a highly skilled Financial Planning and Accounting Supervisor to join our team. As a key member of our accounting department, you will be responsible for supervising staff, planning and administering accounting systems, and ensuring accuracy and compliance to accounting standards and...

  • Financial Planning and Analysis Professional

    2 weeks ago

    Vancouver, British Columbia, Canada HM Tax and Accounting Full time

    Job SummaryHM Tax and Accounting is seeking a highly skilled Financial Planning and Analysis Professional to join our team. As a key member of our accounting department, you will be responsible for planning, setting up, and administering accounting systems, as well as preparing financial information for individuals, departments, or companies.Key...

  • Senior Financial Analyst

    6 days ago

    Vancouver, British Columbia, Canada Definity Financial Full time

    Senior Financial Analyst - Business PlanningRole SummaryDefinity Financial is seeking a Senior Financial Analyst - Business Planning to provide key internal stakeholders with value-added, business performance insights and financial analysis to assist in their decision-making process. As a Strategic Business Partner, you will be responsible for providing...

  • Financial Planning and Investment Sales Professional

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job Title: Financial Planning and Investment Sales ProfessionalAre you a motivated and goal-oriented individual looking for a challenging role in financial planning and investment sales? We are seeking a skilled professional to join our team as a Financial Planning and Investment Sales Professional.Key Responsibilities:Develop and execute business...

  • Financial Planning and Investment Sales Professional

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job Title: Financial Planning and Investment Sales ProfessionalAre you a motivated and goal-oriented individual looking for a challenging role in financial planning and investment sales? We are seeking a skilled professional to join our team as a Financial Planning and Investment Sales Professional.Key Responsibilities:Develop and execute business...

  • Financial Planning and Investment Sales Professional

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job Title: Financial Planning and Investment Sales ProfessionalAre you a motivated and goal-oriented individual with a passion for financial planning and investment sales? Do you have a strong network and excellent communication skills? We are seeking a Financial Planning and Investment Sales Professional to join our team at Scotiabank.Key...

  • Financial Planning and Investment Sales Professional

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Job Title: Financial Planning and Investment Sales ProfessionalAre you a motivated and goal-oriented individual with a passion for financial planning and investment sales? Do you have a strong network and excellent communication skills? We are seeking a Financial Planning and Investment Sales Professional to join our team at Scotiabank.Key...