Financial Planning Professional
2 weeks ago
As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary goal is to provide investment and financial planning advice to help clients meet their unique goals.
This involves following a comprehensive financial planning framework, focusing on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients in the assigned market area. You will promote the development and sustainable growth of proprietary investment business in the assigned market area by conducting in-depth reviews for assigned clients, utilizing financial planning skills and tools to support our clients' financial goals.
You will work closely with peers, clients, and partners to build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients. If you have a strong entrepreneurial spirit, are self-directed, and performance-oriented, we encourage you to apply for this exciting opportunity.
What We Offer- A competitive compensation package that rewards growing and maintaining your client base, including access to leading-edge resources to support your growth.
- Opportunities to build long-lasting client relationships through exceptional advice and service, working in a diverse and inclusive environment.
- The ability to make a difference in our communities – for you and your clients – through our organization's commitment to making a positive impact.
We are seeking an experienced Financial Planner who has successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation. You should have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment is essential.
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Financial Services Professional
4 weeks ago
Belleville, Ontario, Canada Scotiabank Full timeRequisition ID: 206233 At Scotiabank, we're seeking a skilled Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing exceptional service to our customers, helping them achieve their financial goals and build a brighter future.About the roleKey responsibilities: Develop and maintain...
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Financial Services Professional
1 month ago
Belleville, Ontario, Canada Scotiabank Full timeRequisition ID: 206233 At Scotiabank, we're seeking a skilled Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing exceptional service to our customers, helping them achieve their financial goals and build a brighter future.About the roleKey responsibilities: Develop and maintain...
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Belleville, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryOverviewWe are seeking a highly motivated and results-driven Financial Planning and Wealth Management Specialist to join our team. As an Investment and Retirement Planning Expert, you will be responsible for creating custom investment solutions for prospective and existing clients. With a focus on building strong relationships and delivering...
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Financial Planner
1 month ago
Belleville, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly 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...
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Bookkeeping Professional
1 month ago
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Certified Investment Planning Expert
1 week ago
Belleville, Ontario, Canada Royal Bank of Canada> Full timeCompany OverviewRoyal Bank of Canada is a leading financial institution dedicated to delivering exceptional client experiences and fostering economic growth in the communities we serve.Estimated Salary: $80,000 - $150,000 per yearJob DescriptionWe are seeking a skilled Financial Planning, Investment Retirement Planner to join our team. In this role, you will...
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Financial Record Manager
1 month ago
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Senior Financial Analyst
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Senior Financial Director
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Accounting and Supervision Professional
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Strategic Financial Services Specialist
2 weeks ago
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Spécialiste en services financiers
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Financial Operations Supervisor
4 weeks ago
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Financial Advisor
4 weeks ago
Belleville, Ontario, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Financial Advisor role includes connecting with customers, educating them on products, and building comprehensive plans to achieve their goals.Key responsibilities:Taking a proactive approach to discovering customer needsEducating customers on products and...
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Financial Operations Coordinator
4 weeks ago
Belleville, Ontario, Canada CONCORD APARTMENTS Full timeJob Title: Financial Operations CoordinatorJob Summary: We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Concord Apartments. As a key member of our finance department, you will be responsible for scheduling events, programs, and activities, as well as preparing and submitting reports. You will also be...
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Administrative Coordinator
4 weeks ago
Belleville, Ontario, Canada Lise Allin Insurance and Estate Planning Services Full timeJob Title: Administrative CoordinatorJob Summary: We are seeking an experienced Administrative Coordinator to join our team at Lise Allin Insurance and Estate Planning Services. The successful candidate will be responsible for providing administrative support to our insurance team, ensuring the smooth operation of our office.Key Responsibilities:Coordinate...
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Financial Career Expert
1 week ago
Belleville, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Financial Advisor at Scotiabank, you will be part of a winning team dedicated to achieving results in an inclusive and high-performing culture.The role involves providing exceptional service to customers throughout their journey by:Taking a proactive approach to discovering customer needs and understanding their requirementsEducating...
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Healthcare Professional
1 month ago
Belleville, Ontario, Canada beBee Professionals Full time $45,000 - $65,000We are seeking a skilled Licensed Practical Nurse (LPN) to join our team at beBee Professionals. As an LPN, you will be responsible for providing high-quality patient care, developing and implementing patient care plans, and administering medications. You will work collaboratively with our healthcare team to ensure the best possible outcomes for our...
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Healthcare Professional
2 months ago
Belleville, Ontario, Canada beBee Professionals Full time $45,000 - $65,000We are seeking a skilled Licensed Practical Nurse (LPN) to provide essential nursing care to patients in Belleville, Canada.Key Responsibilities:Conduct thorough nursing assessments and deliver direct patient care.Collaborate with healthcare teams to develop and implement patient care plans.Administer medications and monitor patients' responses to...
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Dental Hygiene Professional
1 week ago
Belleville, Ontario, Canada Dentalcorp Canada Full timeAbout the RoleAs a Preventative Dental Care Specialist at Belleville Dental Care, you will be part of a dynamic team that provides comprehensive care to patients in downtown Belleville. With a strong focus on patient satisfaction and community involvement, we strive to deliver exceptional service and stay ahead through continuous learning.Key...