Strategic Financial Strategist
2 weeks ago
Job Summary
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.
About the Role
You will be responsible for conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support our clients' financial goals.
Key Responsibilities
- Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
- Natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- You're self-directed, performance-oriented in your approach in discovering our 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
- 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 Strategist
2 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeTransform Your Career as a Financial StrategistJob SummaryWe are seeking a skilled Financial Strategist to join our team at Royal Bank of Canada. As a Financial Strategist, you will be responsible for building and managing long-term client relationships, providing personalized financial planning and investment advice, and helping clients achieve their...
-
Executive Financial Strategist
1 week ago
Vancouver, British Columbia, Canada TalentSphere Staffing Solutions Full timeJob Description:We are seeking a highly skilled Executive Financial Strategist to join our team at TalentSphere Staffing Solutions.About the Role:This is an exciting opportunity for a seasoned finance professional to lead our financial planning and analysis efforts. As an Executive Financial Strategist, you will play a critical role in driving business...
-
Chief Financial Strategist
2 weeks ago
Vancouver, British Columbia, Canada Enotecca Wineries and Resorts Inc Full timeJob DescriptionWe are seeking a highly skilled Chief Financial Strategist to join our team at Enotecca Wineries and Resorts Inc.The successful candidate will be responsible for leading the financial planning and analysis efforts, providing strategic guidance to senior management, and overseeing the collection and analysis of financial data.Key...
-
Chief Financial Strategist
3 weeks ago
Vancouver, British Columbia, Canada Enotecca Wineries and Resorts Inc Full timeWe seek a highly skilled Chief Financial Strategist to join our team at Enotecca Wineries and Resorts Inc.As a Chief Financial Strategist, you will be responsible for planning and controlling budget and expenditures, establishing and implementing policies and procedures, and designing and managing investment strategies. You will also oversee the collection...
-
Chief Financial Strategist
1 week ago
Vancouver, British Columbia, Canada E-Comm 9-1-1 Full timeAt E-Comm 9-1-1, we're seeking a visionary Chief Financial Strategist to lead our corporate financial planning and drive strategic finance transformation.As a recognized leader in emergency communications, E-Comm is an organization that provides life-saving services to communities across the province. Our people are passionate about public safety, and we...
-
Senior Financial Strategist
1 week ago
Vancouver, British Columbia, Canada ENOCH WEALTH INC. Full timeJob SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at Enoch Wealth Inc.The ideal candidate will have a strong educational background and relevant experience in financial analysis, investment research, and market trends.
-
Executive Financial Strategist
1 week ago
Vancouver, British Columbia, Canada Providence Health Care Full timeJob DescriptionAt Providence Health Care, we are seeking an experienced Executive Financial Strategist to join our team. As a key member of our financial planning and analysis department, you will play a critical role in supporting the organization's strategic goals and objectives.Responsibilities:Collaborate with senior leadership and operational teams to...
-
Chief Financial Strategist
2 weeks ago
Vancouver, British Columbia, Canada Tenet Builder Full timeJob DescriptionWe are seeking a skilled Chief Financial Strategist to join our team at Tenet Builder. This is a fantastic opportunity for an experienced financial professional to utilize their expertise in financial planning and management.About the RoleThe Chief Financial Strategist will be responsible for overseeing the company's financial operations,...
-
Senior Financial Strategist
1 week ago
Vancouver, British Columbia, Canada Scotiabank Full timeScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers achieve success through a range of advice, products and services.Job Summary:We are seeking an experienced Senior Financial Strategist to join our Canadian Banking Branch network. As a key member of our team, you will provide exceptional service to...
-
Corporate Insolvency Strategist
2 weeks ago
Vancouver, British Columbia, Canada MNP Full timeJob OverviewMNP, a leading national accounting firm, is seeking an experienced Corporate Insolvency Strategist to join their team. As a trusted advisor, you will help clients navigate through times of financial distress and provide strategic guidance on recovery and restructuring.
-
Chief Financial Strategist
1 week ago
Vancouver, British Columbia, Canada VALLEX DEEP CONSTRUCTION LTD. Full timeJob Title: Chief Financial StrategistWe are seeking a highly skilled Chief Financial Strategist to join our team at VALLEX DEEP CONSTRUCTION LTD.About the Role:This is a permanent position, offering 30-40 hours of work per week.The ideal candidate will have a Bachelor's degree and 3-5 years of experience in finance.The successful applicant will be...
-
Senior Financial Strategist
2 weeks ago
Vancouver, British Columbia, Canada The University of British Columbia Full timeJob SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at the University of British Columbia. In this role, you will play a key part in supporting the Finance Manager by providing data analysis, preliminary hypothesis, and insights to inform decision-making across various units.
-
Chief Financial Strategist
2 weeks ago
Vancouver, British Columbia, Canada Scanline VFX Inc Full timeWe are seeking a highly skilled Chief Financial Strategist to join our team at Scanline VFX Inc.About UsScanline VFX is an award-winning leader in the visual effects industry with 7 studios worldwide. Since our beginning, we strive to set the highest standard of quality in everything we do. Through innovation, we generate solutions for our clients and raise...
-
Chief Financial Strategist
1 week ago
Vancouver, British Columbia, Canada BLANKSLATE Partners Full timeAbout Taurus RNG:Taurus RNG is a leading developer of renewable natural gas facilities in North America, transforming organic waste into carbon-negative energy through advanced technologies like anaerobic digestion.The company focuses on optimizing energy production and reducing emissions, contributing to the circular economy by producing nutrient-rich...
-
Enterprise Infrastructure Strategist
2 weeks ago
Vancouver, British Columbia, Canada G&F Financial Group Full timeAbout Beem Credit UnionBeem Credit Union, a leading financial institution in BC, is seeking an experienced Enterprise Infrastructure Strategist to drive strategic direction and leadership in all aspects of infrastructure management. This role will play a key part in shaping the future of our organization.Job Description: Develop and execute a...
-
Wealth Preservation Strategist
1 week ago
Vancouver, British Columbia, Canada Ventum Financial Corp Full timeWealth Preservation Specialist Role OverviewAt Ventum Financial Corp, we seek a skilled Wealth Preservation Strategist to join our team. This role is a crucial part of our client-centric approach, where you will work closely with Investment Advisors to provide comprehensive financial planning advice and retirement projections to clients across Canada.The...
-
Chief Financial Strategist
3 weeks ago
Vancouver, British Columbia, Canada Keltic Canada Development Co. Ltd. Full timeJob SummaryThe Chief Financial Strategist will be responsible for the organization's financial operations and budget activities to optimize financial performance.Key ResponsibilitiesCoordinate financial operations and budget activities.Direct staff and plan and control budget and expenditures.Plan and organize daily operations and train staff.Establish and...
-
Senior Financial Strategist
4 weeks ago
Vancouver, British Columbia, Canada Enotecca Wineries and Resorts Inc Full timeJob Summary:As a Senior Financial Strategist at Enotecca Wineries and Resorts Inc, you will play a crucial role in shaping the company's financial future. Your primary responsibility will be to develop and implement effective budgeting and investment strategies that align with the company's overall goals.Key Responsibilities:• Plan and control budget and...
-
Game Operations Strategist
1 week ago
Vancouver, British Columbia, Canada Electronic Arts Full timeAbout Electronic ArtsElectronic Arts is a global leader in the game industry, dedicated to inspiring players and fans around the world. Our mission is to create engaging experiences that bring people together.Job Title: Game Operations StrategistWe are seeking an experienced Game Operations Strategist to join our team. In this role, you will be responsible...
-
Senior Financial Strategist
4 weeks ago
Vancouver, British Columbia, Canada Vithu Developments Ltd. Full timeJob DescriptionVithu Developments Ltd. is seeking a highly skilled Senior Financial Strategist to join our team. The ideal candidate will have a strong background in finance and financial management services, with a minimum of 5 years of experience in a similar role.Key ResponsibilitiesDevelop and implement financial strategies to drive business growth and...