Financial Planning Specialist
5 days ago
**Company Overview**
Scotiabank is a leading bank in the Americas, guided by its purpose: 'for every future.' We help our customers, their families, and communities achieve success through various advice, products, and services.
**Job Description**
We are seeking a customer-centric Senior Financial Advisor to join our Canadian Banking Branch network. As an essential member of the team, you will provide exceptional service throughout the customer's journey.
Main Responsibilities:
- Discover customer needs and listen to understand their requirements.
- Educate customers on relevant insights and expert advice.
- Develop comprehensive plans using a holistic approach to help customers achieve their goals.
- Nurture strong, long-standing relationships.
- Deliver against individual and team sales goals that support a positive customer experience.
**Required Skills and Qualifications**
To succeed in this role, you will need:
- A strategic mindset to develop personalized financial strategies.
- The ability to meet and exceed sales targets in a fast-paced environment.
- A Mutual Funds licence and completed CIFP Diploma.
**Benefits**
We offer a competitive compensation and benefits package, as well as opportunities for growth and development within our organization.
-
Financial Planning Specialist
21 hours ago
Regina, Saskatchewan, Canada Farm Credit Canada Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Farm Credit Canada. This role will involve analyzing financial data and making recommendations to support business decisions.The ideal candidate will have a degree in accounting, commerce or business administration and at least three years of experience. They should also have in-depth...
-
Financial Planning Specialist
6 days ago
Regina, Saskatchewan, Canada RBC - Royal Bank Full timeJob Summary Job Description What is the opportunity?As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will also assist with business development,...
-
Financial Planning Consultant
2 days ago
Regina, Saskatchewan, Canada Royal Bank of Canada> Full timeJob Summary Job DescriptionWhat is the opportunity?RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family...
-
Financial Planning
2 weeks ago
Regina, Saskatchewan, Canada UHI Full timeWho We AreBridges Consumer Health Care markets and distributes over-the-counter (OTC) and personal care products across a variety of channels including food, drug and mass retailers, as well as select e-commerce platforms.Who You AreThe Financial Planning & Analysis Analyst will work closely with the VP of Insights, Analytics and FP&A in financial modeling...
-
Financial Planning Analyst
4 days ago
Regina, Saskatchewan, Canada UHI Full timeAt UHI, we are seeking a highly skilled Financial Planning Analyst to join our team. This role will play a critical part in supporting the company's growth objectives while ensuring financial health and stability.The ideal candidate will have strong analytical skills, with the ability to interpret financial data, identify patterns/issues, analyze root...
-
Financial Services Specialist
13 hours ago
Regina, Saskatchewan, Canada Fairstone Financial Inc. Full timeAbout Fairstone Financial Inc.">">Fairstone Financial Inc. is committed to being Canada's most accessible and responsible consumer lending bank. We provide a wide range of innovative financial services to enable Canadian consumers and businesses to achieve their goals.">">Job Description">">As a Loan Solutions Consultant at Fairstone Financial Inc., you will...
-
Financial Service Specialist
22 hours ago
Regina, Saskatchewan, Canada Conexus Credit Union Full timeAt Conexus Credit Union, we're dedicated to delivering exceptional member experiences. As a Financial Service Specialist, you'll play a vital role in ensuring the integrity of our operations by conducting thorough audits and assessments.Key ResponsibilitiesProvide audit results and assist in the development of reports to senior audit staffIdentify and assess...
-
Saskatchewan Estate Planning Expert
6 days ago
Regina, Saskatchewan, Canada Scotiabank Full timeAbout the Job DescriptionThis is an exciting opportunity to join our team as an Estate & Trust Specialist. As a key member of our estate planning team, you will work closely with clients to provide customized solutions and critical insights that enhance their total wealth plans.The ideal candidate will have a strong background in estates, trusts, or advanced...
-
Financial Policy and Planning Expert
10 hours ago
Regina, Saskatchewan, Canada Cpask Full time**Job Description**Cpask is seeking a Senior Financial Policy Analyst to play a key role in shaping our organization's financial policies and practices.About You:**You have a degree in commerce or business administration and a Chartered Professional Accountant designation.You possess strong analytical and problem-solving skills, as well as excellent...
-
Mortgage Specialist
2 weeks ago
Regina, Saskatchewan, Canada BMO Financial Full timeApplication Deadline:03/30/2025Address:3891 Rochdale Blvd Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much...
-
Mortgage Specialist
3 weeks ago
Regina, Saskatchewan, Canada BMO Financial Full timeApplication Deadline: 03/30/2025 Address: 3891 Rochdale Blvd Job Family Group:Retail Banking Sales & Service Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much more....
-
Mortgage Specialist
5 days ago
Regina, Saskatchewan, Canada BMO Financial Full timeApplication Deadline:03/30/2025Address:3891 Rochdale BlvdJob Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much more....
-
Mortgage Specialist
1 week ago
Regina, Saskatchewan, Canada BMO Financial Full timeApplication Deadline:03/30/2025Address:3891 Rochdale Blvd Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much...
-
Mortgage Specialist
4 days ago
Regina, Saskatchewan, Canada BMO Financial Full timeApplication Deadline: 03/30/2025Address: 3891 Rochdale BlvdJob Family Group: Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you...
-
Financial Analyst
4 days ago
Regina, Saskatchewan, Canada Brandt Group Full timeAbout the RoleBrandt Group is seeking a highly analytical and detail-oriented Accounting Specialist to fill a temporary position in our Regina, SK location. As a key member of our dynamic finance team, you will be responsible for analyzing divisional & departmental monthly/annual financial statements while ensuring their accuracy and completion on a timely...
-
Business Development Specialist
2 days ago
Regina, Saskatchewan, Canada Farm Credit Canada Full timeJoin Our TeamWe are seeking a highly skilled Business Development Specialist to join our team. As a specialist, you will be responsible for supporting farm and food operations through business coaching and facilitation. You will work closely with entrepreneurs to understand their business needs, review business plans, and provide guidance to enhance...
-
Data Integration Specialist
6 days ago
Regina, Saskatchewan, Canada BQ INTERNATIONAL LTD. Full timeAbout the RoleWe are seeking an experienced Data Integration Specialist to join our team at BQ INTERNATIONAL LTD. As a Data Integration Specialist, you will be responsible for participating in support, maintenance, and development activities related to Client's Risk and Finance ETL processes.ResponsibilitiesSupport and maintain complex ETL processes...
-
Financial Recovery Specialist
2 days ago
Regina, Saskatchewan, Canada MLT Aikins LLP Full timeWe are seeking a highly motivated and organized Collections Specialist to join our team in Regina. As a key member of our team, you will be responsible for maintaining electronic files, prioritizing tasks, and making outbound collection calls.About Us:MLT Aikins LLP is a leading law firm with offices across Canada.We are committed to delivering exceptional...
-
Home Financing Specialist
4 days ago
Regina, Saskatchewan, Canada BMO Financial Full timeAbout UsBMO is a trusted partner in achieving financial well-being and growth. We provide innovative solutions, expert advice, and exceptional service to help our customers succeed. As a member of our team, you will be valued, respected, and empowered to make an impact.
-
Corporate Financial Specialist
5 days ago
Regina, Saskatchewan, Canada SaskTel Full timeJob DescriptionThe successful candidate will be responsible for providing financial information related to the Corporation, including financial, regulatory and legislative reporting. This will involve managing business and system process changes, interpreting business requirements, evaluating alternatives and designs, system configuration, acceptance testing...