Financial Planner
3 weeks 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.
- 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.
- 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
Belleville, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analysis to...
-
Financial Planner
1 month ago
Belleville, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analysis to...
-
Financial Planner
1 month ago
Belleville, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob Title: Financial PlannerAre you a skilled professional looking to provide comprehensive financial planning and advice to mass affluent investing clients? We are seeking an experienced Financial Planner to join our team and assist clients in meeting their financial goals and objectives.Key Responsibilities:Identify client life and financial goals, provide...
-
Financial Planner
1 month ago
Belleville, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeJob Title: Financial PlannerAre you a skilled professional looking to provide comprehensive financial planning and advice to mass affluent investing clients? We are seeking an experienced Financial Planner to join our team and assist clients in meeting their financial goals and objectives.Key Responsibilities:Identify client life and financial goals, provide...
-
Maintenance Planner
1 month ago
Belleville, Ontario, Canada WK Kellogg Co Full timeAbout WK Kellogg CoAt WK Kellogg Co, we're passionate about creating high-quality foods and brands that bring joy to people's lives. Our journey began in 1894, when our founder W.K. Kellogg revolutionized breakfast with Corn Flakes. Since then, we've continued to innovate and push boundaries, fostering a strong sense of community and promoting physical,...
-
Maintenance Planner
1 month ago
Belleville, Ontario, Canada WK Kellogg Co Full timeAbout WK Kellogg CoAt WK Kellogg Co, we're passionate about creating high-quality foods and brands that bring joy to people's lives. Our journey began in 1894, when our founder W.K. Kellogg revolutionized breakfast with Corn Flakes. Since then, we've continued to innovate and push boundaries, fostering a strong sense of community and promoting physical,...
-
Strategic Wealth Advisor
4 days ago
Belleville, Ontario, Canada Scotiabank Full timeAs 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. You will realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. Following...
-
Financial Planner
4 months ago
Belleville, Canada Scotiabank Full timeRequisition ID: 201291 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...
-
Financial Planner
5 months ago
Belleville, Canada Scotiabank Full timeRequisition ID: 201291Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...
-
Belleville, Canada Royal Bank of Canada> Full timeJob SummaryJob Description**This is an opportunity for candidates to express their interest in current and future Investment and Retirement Planner positions across our Belleville Communities. We are currently looking for individuals who have a minimum of 2-3 years of licensed mutual fund sales experience, as well as hold their Financial Planning designation...
-
Maintenance Planner
1 month ago
Belleville, Canada WK Kellogg Co Full timeAt WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 118 years ago. We are passionate about doing our part to make nutritious foods, create social connectivity and respect natural resources. Together,...