Financial Planner
1 month ago
As 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 Responsibilities- 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.
- Self-directed, performance-oriented approach in discovering clients' needs, listening to understand what they are looking for, customized financial strategies and solutions.
- 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.
- 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.
- Accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- Goal-oriented and entrepreneurial, able to 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.
- 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.
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Financial Planner
1 month ago
Thunder Bay, Ontario, Canada Scotiabank Full timeRequisition ID: 199095 At Scotiabank, we're committed to delivering exceptional results in an inclusive and high-performing culture. As a Financial Planner, you'll focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Key Responsibilities: • Conduct in-depth reviews for...
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Financial Planner Specialist
3 weeks ago
Thunder Bay, Ontario, Canada Scotiabank Full timeRole OverviewWe are seeking a skilled Financial Planner Specialist to join our team at Scotiabank. This role will focus on 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, wealth...
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Financial Planner
4 weeks ago
Thunder Bay, Ontario, Canada Scotiabank Full timeAs 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. 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...
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Financial Planner
4 weeks ago
Thunder Bay, Ontario, Canada Scotiabank Full timeRole OverviewAs 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. Your priority will be providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct in-depth reviews for...
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Senior Financial Consultant
5 days ago
Thunder Bay, Ontario, Canada Scotiabank Full timeRequisition ID: 199095We are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a key member of our organization, this individual will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.The successful candidate will focus on investment sales...
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Strategic Financial Consultant
3 weeks ago
Thunder Bay, Ontario, Canada Scotiabank Full timeRequisition ID: 199095Financial Planning Role:A highly skilled Financial Planner is sought to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market at Scotiabank.About the Job:As a Financial Planner, you will focus on investment sales and new client acquisition, as well as establishing business...
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Senior Financial Strategist
2 weeks ago
Thunder Bay, Ontario, Canada Scotiabank Full timeAbout the Role:The ideal candidate for this position will be a highly skilled Financial Planner with a strong background in investment sales and client relationship development. They will be responsible for providing high-quality advice and service to clients in the mass affluent market.Key Responsibilities:Develop and deepen client relationships by...
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Financial Planning Professional
4 weeks ago
Thunder Bay, Ontario, Canada Scotiabank Full timeAs 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...
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Strategic Financial Advisor
5 days ago
Thunder Bay, Ontario, Canada Scotiabank Full timeOverviewScotiabank is committed to making a difference in our communities.SalaryThe estimated salary for this role is $80,000 - $120,000 per year, depending on experience and qualifications.Job DescriptionWe are seeking a Strategic Financial Advisor to join our team. As a key member of our organization, you will focus on developing and deepening client...
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Strategic Financial Professional
1 week ago
Thunder Bay, Ontario, Canada Scotiabank Full timeCompany Overview:Scotiabank is a purpose-driven winning team committed to results in an inclusive and high-performing culture.Salary:We offer a competitive compensation package that rewards growing and maintaining your client base, estimated at $80,000 - $120,000 per year, depending on experience.Job Description:You will focus on developing and deepening...
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Business Development Manager
1 week ago
Thunder Bay, Ontario, Canada Scotiabank Full timeAre you a results-driven professional with a passion for building long-lasting relationships and driving business growth? Do you have a strong understanding of the financial services industry and a talent for developing and executing strategic plans?We are seeking an experienced Financial Planner to join our team at Scotiabank. As a key member of our team,...
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Senior Associate Development Manager
4 weeks ago
Thunder Bay, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?The Royal Bank of Canada is seeking a highly skilled and experienced Manager, Associates to join our MSNWO Financial Planning business. This role is responsible for developing and leading a team of associate sales support professionals, focusing on coaching routines to develop a high level of capability and...
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Facilities Operations Manager
5 days ago
Thunder Bay, Ontario, Canada Saskatoon Public Schools Full timeSaskatoon Public Schools is a large and dynamic school division in Saskatchewan with over 28,000 students and more than 3,300 professional and support staff.We are seeking a highly skilled and experienced Superintendent's Assistant - Facilities to provide complex and confidential administrative support to the superintendent of facilities and facilities...
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Business Operations Facilitator
2 weeks ago
Thunder Bay, Ontario, Canada Saskatoon Public Schools Full timeWe are seeking a highly organized and detail-oriented Administrative Coordinator to support the Facilities Department at Saskatoon Public Schools. As a key member of our team, you will provide complex and confidential administrative support to the superintendent of facilities and facilities staff.The successful candidate will have a certificate or diploma in...
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Financial Planner
6 months ago
Thunder Bay, Canada Scotiabank Full timeRequisition ID: 199095Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Financial Planner:Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high...
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Environmental Planner
2 months ago
Thunder Bay, Canada Stantec Full timeEnvironmental Planner - ( 240003QV ) **Description** Join an enthusiastic team of Environmental Planners and Practitioners to gain experience, broaden your skills, and develop your career by providing support on a broad range of mining, power, transportation, and water infrastructure planning and design projects. **Your Opportunity** As an Environmental...
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Associate Planner
3 months ago
Thunder Bay, Canada TD Bank Full time**Work Location**: Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **Department Overview**: **TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients...
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Financial Planner
5 months ago
North Bay, Canada Scotiabank Full timeRequisition ID: 201283Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...
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Manager Associates
4 weeks ago
Thunder Bay, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** ** Specific location is to be determined, however successful incumbent must be mobile within the Sudbury OR Thunder Bay Markets ** The Manager, Associates within our MSNWO Financial Planning business is responsible for developing and leading a team of associate sales support professionals. Through focused...
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Manager Associates
4 weeks ago
Thunder Bay, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?*** Specific location is to be determined, however successful incumbent must be mobile within the Sudbury OR Thunder Bay Markets ***The Manager, Associates within our MSNWO Financial Planning business is responsible for developing and leading a team of associate sales support professionals. Through focused...
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Education Program Planner
5 months ago
Thunder Bay, Canada Keewaytinook Okimakanak Board of Education Full timeDurée de l'emploi: Temporaire - Langue de travail: Anglais - Heures de travail: 35 hours per week - Education: - Expérience: **Education**: - Bachelor's degree **Asset languages**: - Cree - Ojibwa **Work setting**: - School or educational institution/establishment - Rural area - School board **Tasks**: - Conduct research - Determine the objectives and...
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Rhq Finance
5 months ago
Thunder Bay, Canada Ombudsman Ontario Full timeThe Ministry of the Solicitor General, Ontario Provincial Police, and the Regional Commander, North West Region is seeking a qualified individual to join our Support Services team. **About Us**: The Ontario Provincial Police (OPP) is one of North America's largest deployed police services with more than 5,800 uniformed officers, 2,400 civilian employees and...
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Manager Client Advice
2 months ago
Thunder Bay, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Manager Client Advice
6 months ago
Thunder Bay, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Mortgage Advisor
5 months ago
Thunder Bay, Canada Scotiabank Full timeRequisition ID: 189454 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...
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Mortgage Advisor
5 months ago
Thunder Bay, Canada Scotiabank Full timeRequisition ID: 189454 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...
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Mortgage Advisor
5 months ago
Thunder Bay, Canada Scotiabank Full time**Requisition ID**: 189454 **Cost Centre**: costCenter **Employee Referral Program - Potential Reward**: $2,000.00 We are committed to investing in our employees and helping you continue your career at Scotiabank. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business...
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Event & Communication Specalist
6 months ago
Thunder Bay, Canada Ingaged - Creative Productions Inc. Full time**Role Title**: Event and Communication Specialist **Company**: Ingaged Creative Productions Inc. **Location**:541 Luci Crt, Thunder Bay, ON P7E 1H2 **About the Role**: Ingaged Creative Productions Inc., is an Indigenous-owned and led company looking for an Event and Communication Specialist to enhance our event services and grow our client base. In this...
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Facility Maintenance Technician
4 weeks ago
Thunder Bay, Canada Disability Solutions Full timeCompany DescriptionWHO ARE WE?Dexterra Group is a fast-growing, financially strong, publicly listed company (TSX:DXT). We have a far-reaching presence across the entire continent North America with hundreds of full-time and part-time opportunities at any given time. We aim to provide our people with more than just a job - we offer fulfilling opportunities in...
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Manager, Equipment and Assets
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North Bay, Canada Redpath Mining Full timeThe Manager, Equipment & Assets is responsible for developing, implementing, maintaining and managing the Redpath mobile, and supplementary equipment assets, including Mechanized Raise Climber units, hoists and other mining related equipment. Reporting directly to the Vice President, Shafts and Technical Services, this role will provide strategic leadership...
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Banking Centre Leader I
5 months ago
Mill Bay, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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Plant Manager, Highland Fisheries
5 months ago
Glace Bay, Canada Clearwater Seafoods Ltd Full timeClearwater Seafoods is one of the world's largest vertically integrated seafood companies with over 1,900 employees in offices, plants, and vessels across the globe. The Canadian company operates from ocean-to-plate, owning its own fishing licenses, vessels, and processing facilities, while also providing delivery to its customers worldwide. Clearwater is...