Financial Planner
1 week ago
We are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for 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 needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Self-directed, performance-oriented approach in discovering our clients' needs, listening to understand what they are looking for, customized financial strategies and solutions.
- 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.
- 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.
- Accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- Goal-oriented and entrepreneurial, able to 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.
- 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.
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Financial Crime Analyst
1 month ago
Scarborough Village, Ontario, Canada BMO Financial Group Full timeCompany OverviewBMO is an organization driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on members of its team to create lasting, positive change for its customers, its communities, and its people. By working together, innovating, and pushing boundaries, BMO transforms lives and businesses, and powers economic growth around the...
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Financial Investigator
3 days ago
Scarborough Village, Ontario, Canada BMO Financial Group Full timeJob Title: Financial InvestigatorBMO Financial Group is seeking a skilled Financial Investigator to join our team on a 6-month contract basis.About the Role:The Financial Investigator will support BMO's Financial Planners/Market Leaders sales force in Canada by conducting investigations and analyzing data to identify trends and areas for improvement.Key...
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Financial Investigator
3 days ago
Scarborough Village, Ontario, Canada BMO Financial Group Full timeJob Title: Financial InvestigatorBMO Financial Group is seeking a skilled Financial Investigator to join our team on a 6-month contract basis.About the Role:The Financial Investigator will support BMO's Financial Planners/Market Leaders sales force in Canada by conducting investigations and analyzing data to identify trends and areas for improvement.Key...
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Financial Crime Analyst
1 month ago
Scarborough Village, Ontario, Canada BMO Financial Group Full timeCompany OverviewBMO is an organization committed to a shared Purpose: Boldly Grow the Good in business and life. It encourages its team members to create lasting, positive change for its customers, communities, and employees. Through collaboration, innovation, and boundary-pushing, BMO transforms lives and businesses, driving economic growth globally.As a...
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Financial Compliance Analyst
1 month ago
Scarborough Village, Ontario, Canada BMO Financial Group Full timeCompany OverviewBMO is an organization driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on members of its team to create lasting, positive change for its customers, its communities, and its people. By working together, innovating, and pushing boundaries, BMO transforms lives and businesses, and powers economic growth around the...
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Event Coordinator
1 week ago
Caledon Village, Ontario, Canada Mount Alverno Resort and Retreat Full timeEvent Planner Job DescriptionMount Alverno Resort and Retreat is seeking a skilled Event Planner to join our team. As an Event Planner, you will be responsible for coordinating and executing events, conferences, and meetings with precision and attention to detail.Key ResponsibilitiesFinancial Management: Assist in preparing financial reports, manage budgets,...
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Event Coordinator
1 week ago
Caledon Village, Ontario, Canada Mount Alverno Resort and Retreat Full timeEvent Planner Job DescriptionMount Alverno Resort and Retreat is seeking a skilled Event Planner to join our team. As an Event Planner, you will be responsible for coordinating and executing events, conferences, and meetings with precision and attention to detail.Key ResponsibilitiesFinancial Management: Assist in preparing financial reports, manage budgets,...
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Event Coordinator
1 week ago
Caledon Village, Ontario, Canada Mount Alverno Resort and Retreat Full timeEvent Planner Job DescriptionMount Alverno Resort and Retreat is seeking a skilled Event Planner to join our team. As an Event Planner, you will be responsible for coordinating and executing events, conferences, and meetings with precision and attention to detail.Key ResponsibilitiesFinancial Management: Assist in preparing financial reports, manage budgets,...
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Event Coordinator
7 days ago
Caledon Village, Ontario, Canada Mount Alverno Resort and Retreat Full timeEvent Planner Job DescriptionMount Alverno Resort and Retreat is seeking a skilled Event Planner to join our team. As an Event Planner, you will be responsible for coordinating and executing events, conferences, and meetings with precision and attention to detail.Key ResponsibilitiesFinancial Management: Assist in preparing financial reports, manage budgets,...
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Event Coordinator
7 days ago
Caledon Village, Ontario, Canada Mount Alverno Resort and Retreat Full timeEvent Planner Job DescriptionMount Alverno Resort and Retreat is seeking a skilled Event Planner to join our team. As an Event Planner, you will be responsible for coordinating and executing events, conferences, and meetings with precision and attention to detail.Key ResponsibilitiesFinancial Management: Assist in preparing financial reports, manage budgets,...
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Event Coordinator
3 days ago
Caledon Village, Ontario, Canada Mount Alverno Resort and Retreat Full timeEvent Planner Job DescriptionMount Alverno Resort and Retreat is seeking a skilled Event Planner to join our team. As an Event Planner, you will be responsible for coordinating and executing events, conferences, and meetings with precision and attention to detail.Key Responsibilities:Financial Management: Assist in preparing financial reports, manage...
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Event Coordinator
4 days ago
Caledon Village, Ontario, Canada Mount Alverno Resort and Retreat Full timeEvent Planner Job DescriptionMount Alverno Resort and Retreat is seeking a skilled Event Planner to join our team. As an Event Planner, you will be responsible for coordinating and executing events, conferences, and meetings with precision and attention to detail.Key Responsibilities:Financial Management: Assist in preparing financial reports, manage...
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Event Coordinator
3 days ago
Caledon Village, Ontario, Canada Mount Alverno Resort and Retreat Full timeEvent Planner Job DescriptionMount Alverno Resort and Retreat is seeking a skilled Event Planner to join our team. As an Event Planner, you will be responsible for coordinating and executing events, conferences, and meetings with precision and attention to detail.Key Responsibilities:Assist in preparing financial reports and managing budgetsPromote...
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Event Coordinator
4 days ago
Caledon Village, Ontario, Canada Mount Alverno Resort and Retreat Full timeEvent Planner Job DescriptionMount Alverno Resort and Retreat is seeking a skilled Event Planner to join our team. As an Event Planner, you will be responsible for coordinating and executing events, conferences, and meetings with precision and attention to detail.Key Responsibilities:Assist in preparing financial reports and managing budgetsPromote...
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Event Coordinator
1 day ago
Caledon Village, Ontario, Canada Mount Alverno Resort and Retreat Full timeEvent Planner Job DescriptionMount Alverno Resort and Retreat is seeking a skilled Event Planner to join our team. As an Event Planner, you will be responsible for coordinating and executing various events, conferences, and meetings.Key Responsibilities:Assist in preparing financial reports and managing budgets.Promote conference and meeting services or...
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Event Coordinator
1 day ago
Caledon Village, Ontario, Canada Mount Alverno Resort and Retreat Full timeEvent Planner Job DescriptionMount Alverno Resort and Retreat is seeking a skilled Event Planner to join our team. As an Event Planner, you will be responsible for coordinating and executing various events, conferences, and meetings.Key Responsibilities:Assist in preparing financial reports and managing budgets.Promote conference and meeting services or...
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Event Coordinator
11 hours ago
Caledon Village, Ontario, Canada Mount Alverno Resort and Retreat Full timeEvent Planner Job DescriptionMount Alverno Resort and Retreat is seeking a skilled Event Planner to join our team. As an Event Planner, you will be responsible for coordinating and executing events, conferences, and meetings with precision and attention to detail.Key Responsibilities:Financial Management: Assist in preparing financial reports, manage...
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Event Coordinator
14 hours ago
Caledon Village, Ontario, Canada Mount Alverno Resort and Retreat Full timeEvent Planner Job DescriptionMount Alverno Resort and Retreat is seeking a skilled Event Planner to join our team. As an Event Planner, you will be responsible for coordinating and executing events, conferences, and meetings with precision and attention to detail.Key Responsibilities:Financial Management: Assist in preparing financial reports, manage...
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Event Coordinator
2 weeks ago
Caledon Village, Ontario, Canada Mount Alverno Resort and Retreat Full time{"h2": "Event Planner Role at Mount Alverno Resort and Retreat", "p": "We are seeking a skilled Event Planner to join our team at Mount Alverno Resort and Retreat. As an Event Planner, you will be responsible for coordinating and executing events, conferences, and meetings. Your attention to detail and ability to work under pressure will be essential in...
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Event Coordinator
2 weeks ago
Caledon Village, Ontario, Canada Mount Alverno Resort and Retreat Full time{"h2": "Event Planner Role at Mount Alverno Resort and Retreat", "p": "We are seeking a skilled Event Planner to join our team at Mount Alverno Resort and Retreat. As an Event Planner, you will be responsible for coordinating and executing events, conferences, and meetings. Your attention to detail and ability to work under pressure will be essential in...
