Financial Planner

1 day ago

St John's, Newfoundland and Labrador, Canada Scotiabank Full time
{"h1": "Financial Planner - St John's", "p": "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 priority will be providing investment and financial planning advice to help clients meet their unique goals. ", "ul": [{"li": "Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support clients\u2019 financial goals."}, {"li": "Exhibit a natural curiosity to uncover and solve for clients\u2019 needs, deliver trusted financial advice to clients regarding their investments and retirement planning."}, {"li": "Demonstrate self-motivation and a goal-oriented mindset when identifying clients\u2019 needs to craft personalized financial strategies and solutions."}, {"li": "Foster strong engagement, educate clients, offer insights, and deliver expert advice."}, {"li": "Exercise a collaborative approach when dealing with peers, clients, and partners."}, {"li": "Build relationships, focus on providing a great client experience, and grow long-standing relationships with existing clients."}], "h2": "Requirements", "ul": [{"li": "Experience in financial planning and investment sales is preferred."}, {"li": "Successfully completed (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation."}, {"li": "Accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course)."}, {"li": "Ability to work independently as a self-motivated entrepreneur with minimal supervision."}, {"li": "Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment."}], "h2": "What\u2019s in it for you?", "ul": [{"li": "Competitive compensation and benefits package that rewards growing and maintaining your client base."}, {"li": "Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software."}, {"li": "Ability to build long-lasting client relationships through exceptional advice and service."}, {"li": "Work culture that promotes diversity, respect, and inclusion."}, {"li": "Organization committed to making a difference in our communities – for you and your clients."}], "p": "Location(s): Canada : Newfoundland and Labrador : St John\u2019s

Scotiabank is a leading bank in the Americas. Guided by our purpose: \"for every future\", we help our customers, their families, and their communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted."}

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