Financial Planner

4 weeks ago

Hamilton, Ontario, Canada Scotiabank Full time

Role Overview

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. Your primary goal is to provide 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.
  • You're self-directed, performance-oriented in your approach in discovering 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 Planner

    1 month ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Opportunity OverviewAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for clients in the Greater Hamilton market. You will work with internal partners to acquire and consolidate existing and new clients, providing world-class advice and solutions to help them achieve their long-term financial goals.Key...

  • Financial Planner

    2 weeks ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Financial Planning - Scotia Wealth Management**About the Role:**As a Financial Planner at Scotia Wealth Management, 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...

  • RBC Financial Planner and Portfolio Specialist

    5 days ago

    Hamilton, Ontario, Canada RBC Full time

    Job OverviewRBC is a leading financial institution that strives to provide world-class advice and solutions to help clients achieve their long-term financial goals. As an RBC Investment and Retirement Planner, you will be responsible for creating custom investment solutions for prospective and existing RBC clients within the Hamilton Market.Salary and...

  • Financial Planner

    4 weeks ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

  • Financial Planner, Investment Specialist

    4 weeks ago

    Hamilton, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the financial services industry. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...

  • Senior Financial Services Consultant

    5 days ago

    Hamilton, Ontario, Canada Scotiabank Full time

    At Scotiabank, we're committed to helping our customers achieve their financial goals.We're seeking an experienced Financial Planner to join our team in the Ontario region.The successful candidate will be responsible for developing and deepening client relationships by providing high-quality investment advice and services within the mass affluent market....

  • Financial Planning Specialist

    4 weeks ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

  • Senior Financial Strategist

    2 weeks ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    About the RoleAs a Financial Planner at RBC, you will have the opportunity to create and maintain a portfolio of mass affluent clients, providing comprehensive financial planning advice and solutions to help them achieve their long-term goals.Key ResponsibilitiesProvide tailored financial planning advice and strategies to clients using RBC's investment,...

  • Financial Planning Specialist

    4 weeks ago

    Hamilton, Ontario, Canada RBC Full time

    Job SummaryAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help...

  • Financial Planning Expert

    1 week ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Job OverviewWe are seeking a highly motivated and experienced Financial Planning Expert to join our team as a Client Growth Specialist. This role is responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesFocused on investment sales and new client...

  • High-Paying Financial Career Opportunity

    1 week ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Company OverviewRoyal Bank of Canada is a leading financial institution dedicated to providing exceptional service and innovative solutions to its clients. As a forward-thinking organization, we strive to build strong relationships with our customers and communities.SalaryThe estimated salary for this position ranges from $60,000 to over $100,000 per year,...

  • Financial Planning Specialist

    4 weeks ago

    Hamilton, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the financial industry. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity,...

  • Lead Financial Planner and Budget Strategist

    3 weeks 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...

  • Certified Investment Advisor

    5 days ago

    Hamilton, Ontario, Canada Royal Bank of Canada> Full time

    Transforming Financial FuturesWe are seeking a skilled Certified Investment Advisor to join our team in the Hamilton Market. As an RBC Investment and Retirement Planner, you will craft bespoke investment solutions for clients, leveraging our extensive array of proprietary and third-party mutual fund offerings.

  • Strategic Planner for Philanthropy

    5 days ago

    Hamilton, Ontario, Canada McMaster University Full time

    Embark on a challenging career opportunity at McMaster University, a leading institution in education and research. We are seeking a skilled Director, Policy Planning to join our team.The estimated salary for this position is between $120,000 - $180,000 per annum, commensurate with experience. The location of the job is Central Campus.About UsMcMaster...

  • Investment Advisor

    4 weeks ago

    Hamilton, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionUnlock your potential as a Financial Planning Specialist at RBC Dominion SecuritiesAs a Financial Planning Specialist, you will play a key role in helping your clients achieve their financial goals. You will work closely with a team of experienced professionals to provide personalized financial advice and guidance to high-net-worth...

  • Career Growth Opportunities in Wealth Management

    5 days ago

    Hamilton, Ontario, Canada RBC Dominion Securities Inc. Full time

    Grow Your Career with RBC Dominion SecuritiesAbout the Role:We are seeking a highly motivated and skilled Investment Advisor to join our team at RBC Dominion Securities. As an Investment Advisor, you will have the opportunity to help your clients achieve their financial goals while growing your own career.About Us:RBC Dominion Securities is a leading wealth...

  • Production Planning Manager

    2 weeks ago

    Hamilton, Ontario, Canada Maple Leaf Foods Full time

    The Opportunity:The Sr. Production Planner will play a vital role in commissioning the Maple Leaf Heritage plant's production planning process. This individual will be responsible for planning and executing production requirements, working closely with the Manufacturing, Distribution, Supply Chain, and Sales teams.Responsibilities:Builds and communicates the...

  • Associate-Full-time Manager

    3 weeks ago

    Hamilton, Ontario, E8H, Ontario, Canada Loblaw Companies Ltd - Head Office Full time

    Come make your difference in communities across Canada, where authenticity, trust and making connections is valued - as we shape the future of Canadian retail, together. Our commitment to positively impact the lives of all Canadians provides employees a range of opportunities and experiences to help Canadians Live Life Well®.At No Frills, we succeed through...

  • Associate-Full-time Manager

    3 weeks ago

    Hamilton, Ontario, E8H, Ontario, Canada Loblaw Companies Ltd - Head Office Full time

    L’utilisation du masculin à pour but d’alléger le texteVenez faire votre différence dans les communautés à travers le Canada, où l'authenticité, la confiance et l'établissement de liens sont valorisés - alors que nous façonnons l'avenir du commerce de détail au Canada, ensemble. Notre engagement à avoir un impact positif sur la...