Financial Planning Specialist
5 days ago
Join Scotiabank, a leading bank in the Americas, and be part of a purpose-driven team committed to results. Our inclusive culture values and recognizes employee contributions, making us a great place to work.
About the RoleAs a Financial Advisor, Investment & Retirement Planning, you will contribute to the branch sales team's success by meeting/exceeding negotiated deposit and investment sales goals. Your primary role is to establish/deepen investment and primary banking relationships with existing customers and those referred by branch partners.
Key Responsibilities:
- Deliver trusted financial advice to customers regarding complex investment and retirement planning
- Take a proactive approach to discovering customers' needs and listening to understand their requirements
- Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning
- Educate customers, provide relevant insights, and expert advice
- Demonstrate a collaborative approach when dealing with peers, customers, and partners
- Build relationships and grow long-standing relationships with existing customers
Requirements:
- Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
- A minimum three years of experience in financial planning and investment sales
- Demonstrated sales management experience and ability to market Scotiabank
- Ability to cultivate strong relationships with customers, peers, and partners
What We Offer:
- A competitive compensation package tailored for the Financial Advisor, Retirement and Investment Planning role, estimated at $80,000 - $120,000 per year, depending on location and experience
- The opportunity to make a lasting impact on an assigned book of customers
- An inclusive culture that values and recognizes employees' contributions
- An organization committed to making a difference in our communities
We are looking for individuals who are passionate about financial sales and delivering trusted financial advice to customers. If you have the required skills and qualifications, we encourage you to apply.
-
Senior Financial Planning Specialist
2 weeks ago
Halton Hills, Ontario, Canada Samsung SDSCA Full timeAre you passionate about financial analysis and eager to take on a challenging role in Samsung SDSCA? We are seeking an experienced Senior Financial Planning Specialist to join our team!About the RoleThis is a permanent, full-time position offering 35-40 hours of work per week. The ideal candidate will have a strong background in finance, excellent...
-
Financial Planning Specialist
3 weeks ago
Halton Hills, Ontario, Canada Scotiabank Full timeAbout the roleAs a Financial Advisor, Investment & Retirement Planning, you will be a key member of the branch sales team, driving success by meeting/exceeding negotiated deposit and investment sales goals.Key responsibilities include:Establishing and deepening investment and primary banking relationships with existing customers and referrals from branch...
-
Financial Planning Expert
2 weeks ago
Halton Hills, Ontario, Canada Scotiabank Full timeExperience a rewarding career as a Financial Advisor at Scotiabank, where you will contribute to the team's success by meeting/exceeding negotiated deposit and investment sales goals.About the RoleAs a member of the branch sales team, your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers, as...
-
Senior Financial Planning Analyst
3 weeks ago
Halton Hills, Ontario, Canada Samsung SDSCA Full timeJob Title: Senior Financial Planning AnalystWe are seeking a highly skilled Senior Financial Planning Analyst to join our team at Samsung SDSCA. As a key member of our finance department, you will play a crucial role in examining financial and investment information, analyzing investment projects, assisting in budget preparation, planning cash flows, and...
-
Budget Financial Specialist
2 weeks ago
Halton Hills, Ontario, Canada Town of Halton Hills Full timeJob DescriptionThe Town of Halton Hills is seeking a highly skilled Budget Financial Specialist to join our team. This exciting opportunity will involve working closely with various departments to ensure the accurate preparation and analysis of financial data.Key ResponsibilitiesPrepare and analyze operating and capital budgets for assigned departments,...
-
Strategic Financial Planning Manager
2 weeks ago
Halton Hills, Ontario, Canada Vaco Full timeAbout the OpportunityWe are seeking a highly skilled Financial Analyst to join our team. As a key member of our accounting department, you will be responsible for ensuring the accuracy and integrity of our financial records.In this role, you will be accountable for performing month-end and year-end closing procedures related to fixed assets and capital...
-
Strategic Financial Growth Specialist
2 weeks ago
Halton Hills, Ontario, Canada Scotiabank Full timeAs a highly skilled Financial Advisor, Investment & Retirement Planning, you will be responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.About the RoleYou will establish/deepen investment and primary banking...
-
Financial Planner
4 weeks ago
Halton Hills, Ontario, Canada Scotiabank Full timeRequisition ID: 209495About the roleAs a Financial Advisor, you will be responsible for managing a portfolio of customers to meet/exceed negotiated deposit and investment sales goals. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned customers.Key responsibilities:Deliver trusted financial advice...
-
Financial Controller
2 weeks ago
Halton Hills, Ontario, Canada Oyster Freight Services Inc. Full timeAt Oyster Freight Services Inc., we are seeking a highly skilled Financial Controller to join our team. As a key member of our accounting department, you will be responsible for managing and maintaining the financial health of our organization.About the RoleThis is a permanent position with a competitive salary range of $60,000 to $80,000 per year, depending...
-
Senior Financial Planner
2 weeks ago
Halton Hills, Ontario, Canada Samsung SDSCA Full timeJob DescriptionWe are seeking a highly skilled Senior Financial Planner to join our team at Samsung SDSCA. As a key member of our finance department, you will play a crucial role in shaping the company's financial future.About the RoleIn this exciting position, you will be responsible for examining and analyzing financial and investment information to inform...
-
Senior Financial Strategist
3 weeks ago
Halton Hills, Ontario, Canada Samsung SDSCA Full timeOverviewSamsung SDSCA is seeking an experienced Senior Financial Strategist to join our team. As a key member of the organization, this role will be responsible for analyzing financial data and making strategic recommendations to drive business growth.Job DescriptionWe are looking for a highly skilled professional with expertise in financial analysis and...
-
Corporate Financial Coordinator
2 weeks ago
Halton Hills, Ontario, Canada ORGANIC NAIL LOUNGE & SPA LTD. Full timeJob Description:We are seeking a highly organized and detail-oriented Corporate Financial Coordinator to join our team at Organic Nail Lounge & Spa LTD.Job Summary:This is a temporary position that involves maintaining general ledgers, preparing cheques for payroll, and reconciling accounts. The successful candidate will have experience with financial...
-
Environmental Health and Safety Specialist
1 week ago
Halton Hills, Ontario, Canada Samsung SDSCA Full timeJob TitleEnvironmental Health and Safety SpecialistAbout the RoleWe are seeking a highly motivated Environmental Health and Safety (EHS) Specialist to join our team at Samsung SDSCA. In this role, you will be responsible for establishing and implementing policies and procedures that ensure a safe working environment.Key ResponsibilitiesPolicies and...
-
Culinary Specialist
4 weeks ago
Halton Hills, Ontario, Canada Stacked Pancake & Breakfast House Full timeJob Title: Culinary SpecialistAbout the Job: As a Culinary Specialist at Stacked Pancake & Breakfast House, you will be responsible for planning menus, estimating food requirements, and supervising kitchen staff. A high school diploma and 7 months to less than 1 year of experience in a restaurant setting are required.Key Responsibilities:Plan menus and...
-
Project Accounting Specialist
5 days ago
Halton Hills, Ontario, Canada Vaco Full timeAbout the OpportunityWe are seeking a highly skilled Project Accountant to join our team. As a key member of our finance department, you will be responsible for managing all financial aspects of our projects.Your primary focus will be on setting up jobs and budgets in software, as well as overseeing all Accounts Payable duties. You will also ensure that...
-
Cabinetmaker Specialist
3 weeks ago
Halton Hills, Ontario, Canada ESSKAY HOMES INC Full timeJob Title:Cabinetmaker SpecialistAbout the Role:We are seeking a skilled Cabinetmaker Specialist to join our team at ESSKAY HOMES INC. The successful candidate will be responsible for creating high-quality cabinets and furniture for our clients.Key Responsibilities:Study plans and specifications to ensure accurate executionInstruct apprentices in...
-
Special Needs Education Specialist
4 weeks ago
Halton Hills, Ontario, Canada MAJESTIC MINDS MENTAL HEALTH & AUTISM SERVICES Full timeJob Title: Special Needs Education SpecialistJob Summary: We are seeking a dedicated and compassionate Special Needs Education Specialist to join our team at Majestic Minds Mental Health & Autism Services. This role involves providing education and support to individuals with autism, with a focus on their unique needs and abilities.Key...
-
Visual Communications Specialist
3 weeks ago
Halton Hills, Ontario, Canada TRUSTED TRUCK SALES INC. Full timeJob Title: Visual Communications SpecialistAbout the RoleWe are seeking a talented Graphic Designer to join our team at Planet Financial Inc. As a key member of our design team, you will be responsible for creating visually appealing graphics and illustrations that effectively communicate our brand message.Key Responsibilities- Estimate time to complete...
-
Automotive Glass Repair Specialist
4 weeks ago
Halton Hills, Ontario, Canada Oyster Freight Services Inc. Full timeJob Title: Automotive Glass Repair Specialist}Job SummaryAt Oyster Freight Services Inc., we are seeking a skilled Automotive Glass Repair Specialist to join our team. As a key member of our repair team, you will be responsible for estimating repair costs, inspecting repaired vehicles, and planning repair work to be performed. If you have a passion for...
-
Industrial Maintenance Specialist
2 weeks ago
Halton Hills, Ontario, Canada Atlas Copco Full timeJoin Atlas Copco Rental in North America as an Industrial Maintenance Specialist. This exciting opportunity will see you playing a key role in supporting the growth strategy of our oil-free air rental business. You will be responsible for maintaining and repairing equipment in the field, reporting directly to the Customer Service Manager.Your mission is...