Financial Strategist

2 months ago

Hamilton, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and experienced Financial Planner to join our team at Scotiabank. As a Financial Planner, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

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 our clients' financial goals.
  • 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 We Offer
  • 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.

  • Senior Financial Strategist

    2 weeks ago

    Hamilton, Ontario, Canada Bkz Reno's Inc. Full time

    Job SummaryBkz Reno's Inc. is seeking a seasoned Senior Financial Strategist to lead our goods production, utilities, and construction teams. As a key member of our executive team, you will be responsible for allocating resources, establishing financial and administrative controls, and formulating policies and programs to drive business growth.Key...

  • Lead Financial Planner and Budget Strategist

    2 days ago

    Hamilton, Ontario, Canada Valor Search Full time

    Are you looking for a challenging role in financial planning and budgeting? Valor Search is seeking a highly experienced and skilled Financial Planning and Budget Strategist to join their team. As a key member of the financial planning team, you will be responsible for driving the preparation of annual operating budgets, ensuring alignment with institutional...

  • Financial Strategist

    2 months ago

    Hamilton, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Scotiabank. As a Financial Planner, you will play a key role in 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,...

  • Financial Strategist

    2 months ago

    Hamilton, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Scotiabank. As a Financial Planner, you will play a key role in 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,...

  • Business Growth Strategist

    2 months ago

    Hamilton, Ontario, Canada Flanagan Foodservice Inc. Full time

    About the RoleFlanagan Foodservice Inc. is seeking a highly motivated and experienced Business Development Consultant to join our team. As a key member of our sales and business development team, you will play a critical role in identifying new business opportunities and driving revenue growth in alignment with our company's objectives.Key...

  • Business Growth Strategist

    2 months ago

    Hamilton, Ontario, Canada Flanagan Foodservice Inc. Full time

    About the RoleFlanagan Foodservice Inc. is seeking a highly motivated and experienced Business Development Consultant to join our team. As a key member of our sales and business development team, you will play a critical role in identifying new business opportunities and driving revenue growth in alignment with our company's objectives.Key...

  • Education Business Growth Strategist

    7 days ago

    Hamilton, Ontario, Canada abundant-minds Full time

    **Unleash Your Potential as a Leader in the Personal Development Space**Are you a driven professional seeking a role that offers greater flexibility, autonomy, and opportunities for growth? We're seeking a dynamic leader who is passionate about self-improvement and education to lead our business forward and drive success.**About Our Business**We operate in...

  • Business Development Consultant

    5 months ago

    Hamilton, Canada Flanagan Foodservice Full time

    At Flanagan Foodservice, we're more than just the biggest family-owned food distributor in Canada; we're a dynamic hub of innovation, creativity, and a shared passion for delivering exceptional service. For nearly 50 years, we've been on an exciting journey of growth and transformation. The foodservice landscape is thrilling and challenging, and as we...

  • Business Development Manager

    6 days ago

    Hamilton, Canada Flanagan Foodservice Full time

    At Flanagan Foodservice, we're more than just the biggest family-owned food distributor in Canada; we're a dynamic hub of innovation, creativity, and a shared passion for delivering exceptional service. For nearly 50 years, we've been on an exciting journey of growth and transformation. The foodservice landscape is thrilling and challenging, and as we...

  • Business Development Consultant

    2 months ago

    Hamilton, Canada Flanagan Foodservice Inc. Full time

    At Flanagan Foodservice, we're more than just the biggest family-owned food distributor in Canada; we're a dynamic hub of innovation, creativity, and a shared passion for delivering exceptional service. For nearly 50 years, we've been on an exciting journey of growth and transformation. The foodservice landscape is thrilling and challenging, and as we...