Financial Advisor
3 days ago
We are seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing financial planning and advice to our clients, with a focus on serving the First Nations community.
Key Responsibilities- Provide financial planning and advice to clients, including investment planning and wealth management.
- Develop and implement financial plans that meet the needs of clients.
- Build and maintain relationships with clients to ensure their ongoing financial needs are met.
- Stay up-to-date with industry trends and developments to provide the best possible advice to clients.
- Work collaboratively with other team members to achieve business objectives.
- Typically between 3-5 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
- CFP designation preferred or one of the following: Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC), Financial Planning I & II (FP I & II).
- Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
- Advanced working knowledge of the financial industry.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem-solving skills - In-depth.
- Influence skills - In-depth.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. We are committed to creating a diverse and inclusive work environment, and we welcome applications from qualified candidates from the First Nations community.
We are an equal opportunities employer and welcome applications from all qualified candidates. We are committed to diversity and inclusion and encourage applications from underrepresented groups.
-
Senior Financial Advisor
1 week ago
Fredericton, New Brunswick, Canada Chamberlain Wealth Management Full time $75,000 - $135,000{"title": "Senior Financial Advisor", "content": "Unlock Your Potential as a Senior Financial AdvisorAt Chamberlain Wealth Management, we're seeking a seasoned Senior Financial Advisor to join our dynamic team. As a key player in our firm's growth, you'll be responsible for guiding clients through their financial journeys while contributing to the expansion...
-
Senior Financial Advisor
1 week ago
Fredericton, New Brunswick, Canada Chamberlain Wealth Management Full time $75,000 - $135,000{"title": "Senior Financial Advisor", "content": "Unlock Your Potential as a Senior Financial AdvisorAt Chamberlain Wealth Management, we're seeking a seasoned Senior Financial Advisor to join our dynamic team. As a key player in our firm's growth, you'll be responsible for guiding clients through their financial journeys while contributing to the expansion...
-
Financial Investment Advisor
1 month ago
Fredericton, New Brunswick, Canada National Bank Full timePosition Overview: As a Financial Investment Advisor at National Bank, you will play a crucial role in assisting clients with their financial goals. Key Responsibilities: Provide expert guidance in crafting personalized investment strategies.Leverage your extensive network of branch advisors and internal resources.Utilize your comprehensive understanding of...
-
Senior Financial Advisor
2 days ago
Fredericton, New Brunswick, Canada Chamberlain Wealth Management Full time $75,000 - $135,000About the RoleAs a Senior Financial Advisor at Chamberlain Wealth Management, you will play a pivotal role in guiding our clients through their financial journeys while contributing to the growth of our firm.With a strong focus on client relationships and financial planning, you will be responsible for managing and growing a robust client portfolio,...
-
Senior Financial Advisor
2 days ago
Fredericton, New Brunswick, Canada Chamberlain Wealth Management Full time $75,000 - $135,000About the RoleAs a Senior Financial Advisor at Chamberlain Wealth Management, you will play a pivotal role in guiding our clients through their financial journeys while contributing to the growth of our firm.With a strong focus on client relationships and financial planning, you will be responsible for managing and growing a robust client portfolio,...
-
Senior Financial Advisor
1 week ago
Fredericton, New Brunswick, Canada Chamberlain Wealth Management Full time $75,000 - $135,000{"title": "Senior Financial Advisor", "description": "Unlock Your Potential with Chamberlain Wealth ManagementAbout the Role:As a Senior Financial Advisor at Chamberlain Wealth Management, you will play a pivotal role in guiding our clients through their financial journeys while contributing to the growth of our firm. With a strong focus on building lasting...
-
Senior Financial Advisor
1 week ago
Fredericton, New Brunswick, Canada Chamberlain Wealth Management Full time $75,000 - $135,000{"title": "Senior Financial Advisor", "description": "Unlock Your Potential with Chamberlain Wealth ManagementAbout the Role:As a Senior Financial Advisor at Chamberlain Wealth Management, you will play a pivotal role in guiding our clients through their financial journeys while contributing to the growth of our firm. With a strong focus on building lasting...
-
Financial Investment Advisor
1 month ago
Fredericton, New Brunswick, Canada National Bank of Canada Full timePosition Overview:As a Financial Investment Advisor at National Bank, you will play a pivotal role in assisting clients with their investment and retirement objectives. Your commitment, extensive network of branch advisors, and comprehensive understanding of financial products will be essential to your achievements.Key Responsibilities:Enhance savings within...
-
Indigenous Financial Advisor
3 days ago
Fredericton, New Brunswick, Canada Scotiabank Full timeRequisition ID: 198307 At Scotiabank, we're committed to creating a diverse and inclusive organization where everyone can thrive. We're seeking a talented Indigenous Financial Advisor to join our team and help us make a difference in our communities.As an Indigenous Financial Advisor, you'll play a key role in providing exceptional service to our customers...
-
Indigenous Financial Advisor
2 days ago
Fredericton, New Brunswick, Canada Scotiabank Full timeRequisition ID: 198307 At Scotiabank, we're committed to creating a diverse and inclusive organization where everyone can thrive. We're seeking a talented Indigenous Financial Advisor to join our team and help us make a difference in our communities.As an Indigenous Financial Advisor, you'll play a key role in providing exceptional service to our customers...
-
Indigenous Financial Advisor
3 days ago
Fredericton, New Brunswick, Canada Scotiabank Full timeRequisition ID: 198307 At Scotiabank, we're committed to creating a diverse and inclusive organization where everyone can thrive. We're seeking a talented Indigenous Financial Advisor to join our team and help us make a difference in our communities.As an Indigenous Financial Advisor, you'll play a key role in providing exceptional service to our customers...
-
Indigenous Financial Advisor
2 days ago
Fredericton, New Brunswick, Canada Scotiabank Full timeRequisition ID: 198307 At Scotiabank, we're committed to creating a diverse and inclusive organization where everyone can thrive. We're seeking a talented Indigenous Financial Advisor to join our team and help us make a difference in our communities.As an Indigenous Financial Advisor, you'll play a key role in providing exceptional service to our customers...
-
Financial Advisor
3 days ago
Fredericton, New Brunswick, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals, and building strong relationships with our Indigenous communities.Key ResponsibilitiesProvide...
-
Financial Advisor
3 days ago
Fredericton, New Brunswick, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals, and building strong relationships with our Indigenous communities.Key ResponsibilitiesProvide...
-
Financial Advisor
2 days ago
Fredericton, New Brunswick, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals, and building strong relationships with our Indigenous communities.Key ResponsibilitiesProvide...
-
Financial Advisor
2 days ago
Fredericton, New Brunswick, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals, and building strong relationships with our Indigenous communities.Key ResponsibilitiesProvide...
-
Senior Financial Advisor
10 hours ago
Fredericton, New Brunswick, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with customers to...
-
Senior Financial Advisor
9 hours ago
Fredericton, New Brunswick, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with customers to...
-
Financial Advisor
4 days ago
Fredericton, New Brunswick, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals, and building strong relationships with our Indigenous communities.Key ResponsibilitiesProvide...
-
Financial Advisor
4 days ago
Fredericton, New Brunswick, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals, and building strong relationships with our Indigenous communities.Key ResponsibilitiesProvide...
