Strategic Financial Professional

1 week ago

Thunder Bay, Ontario, Canada Scotiabank Full time

Company 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 client relationships by providing high-quality advice and service within the mass affluent market. Your priority is providing investment and financial planning advice to help clients meet their unique goals. Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.

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 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.

Required Skills and Qualifications:

  • 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.

Benefits:

  • 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.

  • Strategic Financial Consultant

    3 weeks ago

    Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job RoleStrategic Financial ConsultantAs a Strategic Financial Consultant at RBC Dominion Securities Inc., you will be responsible for introducing products and services to high net worth clients. You will build relationships with internal and external clients through the utilization of appropriate tools or technologies. You will review day-to-day execution...

  • Strategic Financial Consultant

    4 weeks ago

    Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job SummaryWe are seeking a skilled Strategic Financial Consultant to join our team at RBC Dominion Securities Inc. As a key member of our wealth management team, you will be responsible for introducing products and services to high net worth clients, building relationships with internal and external clients, and reviewing day-to-day execution of deals to...

  • Strategic Financial Advisor

    5 days ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    OverviewScotiabank 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...

  • Strategic Financial Consultant

    4 weeks ago

    Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job OverviewRBC Dominion Securities Inc. is seeking a skilled Strategic Financial Consultant to join our team. As a key member of our wealth management team, you will be responsible for introducing products and services to high net worth clients, building relationships with internal and external clients, and reviewing day-to-day execution of deals to ensure...

  • Strategic Contracts Professional

    7 days ago

    Thunder Bay, Ontario, Canada Cementation Canada Full time

    We are seeking an experienced Strategic Contracts Professional to join our team at Cementation Canada.About Us:Cementation Canada is a leading underground mine contracting and engineering company that builds world-class shaft sinking and mine development projects.Job Summary:The successful candidate will be responsible for efficiently managing and overseeing...

  • Strategic Financial Consultant

    3 weeks ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Requisition 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...

  • Financial Planning Professional

    4 weeks ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    As 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...

  • Strategic Communications and Media Relations Professional

    5 days ago

    Thunder Bay, Ontario, Canada Lakehead University Full time

    Communications & Media Relations AdvisorAbout the RoleWe are seeking a highly skilled Strategic Communications and Media Relations Professional to join our team at Lakehead University. In this role, you will be responsible for developing and implementing effective communication strategies to promote the university's mission and values.About the PositionThis...

  • Strategic Investment Consultant

    6 days ago

    Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Title: Strategic Investment ConsultantEstimated Salary: $120,000 - $180,000 per yearAbout the RoleWe are seeking a skilled Investment Advisor to join our team at RBC Dominion Securities Inc. This is an exciting opportunity for a motivated professional to work with high net worth clients, building long-term relationships and providing expert investment...

  • Senior Financial Management Professional

    5 days ago

    Thunder Bay, Ontario, Canada Lakehead Social Planning Council Full time

    Are you a detail-oriented and organized individual with excellent communication skills looking for a challenging role in financial administration?We are seeking a highly skilled Senior Financial Management Professional to join our team at Lakehead Social Planning Council. As a key member of our finance department, you will be responsible for providing expert...

  • Strategic Financial Advisor

    1 week ago

    Thunder Bay, Ontario, Canada RBC Dominion Securities Inc. Full time

    Company OverviewRBC Dominion Securities Inc. is a leading wealth management firm that provides comprehensive financial solutions to high net worth clients.

  • Financial Operations Specialist

    4 weeks ago

    Thunder Bay, Ontario, Canada Lakehead Social Planning Council Full time

    Job SummaryWe are seeking a highly skilled Finance Manager to join our team at the Lakehead Social Planning Council. The successful candidate will be responsible for managing financial operations, analyzing financial data, and providing strategic financial guidance to support the organization's goals.Key ResponsibilitiesEducation: A college or CEGEP diploma...

  • Financial Operations Manager

    1 month ago

    Thunder Bay, Ontario, Canada Lakehead Social Planning Council Full time

    Key Responsibilities:Education: College/CEGEP degree requiredExperience: 3-5 years of experience in finance or a related fieldWork Term: Permanent, full-time positionWork Language: EnglishHours: 35 hours per weekAbout the Role:We are seeking a highly skilled Financial Operations Manager to join our team at Lakehead Social Planning Council. As a key member of...

  • Financial Planning Manager

    1 month ago

    Thunder Bay, Ontario, Canada City of Thunder Bay Full time

    About the OpportunityWe are seeking a highly skilled and experienced Financial Planning Manager to join our team at the City of Thunder Bay. As a key member of our Corporate Services Department, you will be responsible for the effective and efficient management of the Corporation's budget, tangible capital asset reporting, and long-term planning...

  • Financial Reporting and Insights Professional

    4 weeks ago

    Thunder Bay, Ontario, Canada BDO Full time

    Putting People FirstBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and professional growth.Your...

  • Commercial Cleaning Professional for North Bay Locations

    5 days ago

    Thunder Bay, Ontario, Canada Binx Professional Cleaning Full time

    We are seeking a reliable and detail-oriented Commercial Cleaning Specialist to join our team at Binx Professional Cleaning. As a key member of our team, you will be responsible for ensuring that all cleaning tasks are completed to the highest standards.Company Overview:Binx Professional Cleaning is a reputable company offering flexible schedules,...

  • RBC Campus Banking Professional

    2 weeks ago

    Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAt Royal Bank of Canada, we are seeking a skilled Banking Advisor to join our team at our On Campus location. As a Banking Advisor, you will play a vital role in providing exceptional client experience and financial guidance to students and newcomers. You will work closely with colleagues and partners to develop strategic partnerships and deliver...

  • Sun Life Financial Professional

    4 weeks ago

    Thunder Bay, Ontario, Canada Sun Life Full time

    Unlock your potential as a Sun Life Financial Professional and take control of your career. As a trusted advisor, you will help clients achieve their financial goals and build a successful business.Key Responsibilities:Prospect and grow your business within your network and communityMeet with clients to review their goals and provide personalized...

  • Strategic Financial Consultant

    4 weeks ago

    Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of the Royal Bank of Canada team, the successful candidate will be responsible for resolving complex deals related to products and services for internal and external clients. This role requires a deep understanding of banking laws and regulations, as well as the ability to apply extensive knowledge, skills, and practices to perform...

  • Associate - Financial Services Professional

    4 weeks ago

    Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?We are seeking a highly skilled Associate to join our team at the Royal Bank of Canada. As an Associate, you will play a key role in providing exceptional client service and administrative support to our Investment Advisors.Key Responsibilities:Provide professional servicing of incoming telephone and email...