Financial Planning Strategist
4 days ago
About Us
Scotiabank is a cornerstone business within Scotia Wealth Management, recognized for its service excellence and trusted investment advice. Our advisors and teams focus on innovative approaches to protecting and growing clients' assets.
We are seeking a Senior Financial Planning Associate to provide integrated financial planning that supports our Wealth Advisor team in creating comprehensive wealth strategies for clients, including personal financial plans.
Your Key Responsibilities
- Champion a customer-centric culture to deepen client relationships and leverage Bank resources.
- Support the financial planning needs of assigned clients through deep discovery, plan preparation, and implementation.
- Contribute to ongoing professional practice by participating in monthly Total Wealth Planning calls with local experts.
- Provide updates on industry trends and strategic recommendations to Wealth Advisors.
You'll Be Successful If You Have:
- Certified Financial Planner (CFP) or Investment Qualifying Financial Professional (IQFP) designation.
- Registration as a Registered Representative with CIRO.
- In-depth understanding of comprehensive financial planning processes, investments, asset protection, retirement, estate planning, and tax issues.
- Experience in Total Wealth Planning engagements from client discovery to presentation delivery.
What's In It For You?
- A performance-oriented culture that includes coaching, learning, and development opportunities.
- An organization committed to diversity, inclusion, and community impact.
- The chance to make a difference in the futures of 25 million customers.
Location: Oakville, Ontario, Canada
We value diverse skills and experiences at Scotiabank and strive to create an inclusive environment. Apply directly online to be considered for this role.
-
Chief Financial Strategist
4 weeks ago
Oakville, Ontario, Canada Canada Inc. Full timeCanada Inc. is seeking a highly skilled Chief Financial Strategist to join our team.About the RoleThe successful candidate will be responsible for managing our financial operations, budget activities, and overseeing staff. Key responsibilities include:Assigning financial projects and activities to optimize business decisions.Coordinating financial operations...
-
Marketing Strategist
1 week ago
Oakville, Ontario, Canada Unicorn Sales Group Full timeJob Title: Marketing StrategistWe are seeking a highly skilled Marketing Strategist to join our team at Unicorn Sales Group. In this role, you will be responsible for developing and implementing marketing strategies to drive business growth and increase brand awareness.About the JobThis is a full-time position that requires on-site work at our office...
-
Lead Portfolio Strategist
3 weeks ago
Oakville, Ontario, Canada Banque Nationale du Canada Full timeA fulfilling career as a Lead Portfolio Strategist at Banque Nationale du Canada offers the opportunity to showcase your ability to work in synergy with clients and colleagues.Key Responsibilities:Analyze clients' accounts to recommend business opportunities tailored to their needs.Ensure seamless completion of administrative tasks related to account...
-
Oakville, Ontario, Canada Canada Inc. Full timeJob Description:We are seeking a highly skilled Senior Business Strategist to join our team at Canada Inc. in this senior leadership role.About the Role:This position is responsible for allocating resources, establishing objectives, and formulating policies and programs to drive organizational success.The ideal candidate will have 2 years of experience in a...
-
Chief Business Continuity Strategist
3 weeks ago
Oakville, Ontario, Canada Staff IT Search Group Inc. Full timeStaff IT Search Group Inc. is a leading staffing agency in the Greater Toronto Area (GTA) with over 15 years of experience in placing top talent with their clients.We are currently seeking a highly skilled Chief Business Continuity Strategist to join our team. This is a full-time, permanent opportunity that requires on-site participation in a hybrid model,...
-
Chief Revenue Growth Strategist
1 week ago
Oakville, Ontario, Canada Challenger Motor Freight Inc Full timeWe are seeking a skilled and results-driven Chief Revenue Growth Strategist to join our team at Challenger Motor Freight Inc.About UsChallenger Motor Freight Inc is a leading transportation company dedicated to providing exceptional service to our clients. We are committed to delivering high-quality solutions that meet the unique needs of each customer.Job...
-
Financial Planning and Analysis Expert
3 weeks ago
Oakville, Ontario, Canada Sportchek Full timeAbout SportchekSportchek is a leading retailer of sports equipment and apparel, dedicated to delivering high-quality products and exceptional customer service. Our company is committed to creating innovative and rewarding financial solutions for our customers.Estimated Salary:$90,000 - $110,000 per yearJob DescriptionWe are seeking a highly skilled Financial...
-
Senior Marketing Strategist
4 weeks ago
Oakville, Ontario, Canada Khushwant Singh Personal Real Estate Corporation Full timeAbout the RoleWe are seeking a highly skilled Senior Marketing Strategist to join our team at Khushwant Singh Personal Real Estate Corporation. This is an exciting opportunity for a marketing professional who is passionate about developing innovative strategies that drive business growth.Job DescriptionThe successful candidate will be responsible for...
-
Talent Management Strategist
3 weeks ago
Oakville, Ontario, Canada Decision Foundry Full timeJob OverviewThe Talent Management Strategist will serve as a key partner to senior leadership, focusing on workforce development, organizational effectiveness, and employee engagement within our North American operations in US & Canada.Key Responsibilities:Collaborate with senior leaders to identify HR needs and develop actionable plans that align with...
-
Capital Equipment Contracts Strategist
2 weeks ago
Oakville, Ontario, Canada HealthPRO Canada Full timeCapital Equipment Contracts StrategistWe are seeking an experienced Capital Equipment Contracts Strategist to join our team at HealthPRO Canada. As a key member of our Capital Equipment team, you will be responsible for developing new customized and scalable contracts with external stakeholders and end users.About the Role:You will work directly in...
-
Communications Strategist
3 weeks ago
Oakville, Ontario, Canada SIRC Full timeGolf Canada is seeking a skilled Communications Strategist to join our team in a full-time, fully remote or office-based position. As a key member of our marketing and communications department, you will play a vital role in developing and executing strategic plans to support Golf Canada's mission as the national sport federation.Job Description:The ideal...
-
Financial Planning Associate
3 weeks ago
Oakville, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing their clients' assets.Job SummaryWe are seeking a skilled Financial Planning Associate to...
-
Infrastructure Financial Planning Analyst
2 weeks ago
Oakville, Ontario, Canada Fengate Asset Management Full timeWe are seeking a highly skilled Financial Planning and Analysis (FP&A) Expert to join our dynamic team at Fengate Asset Management.About the Role:As a key member of our FP&A team, you will be responsible for providing financial analysis and planning support to our infrastructure business.You will work closely with our Asset Management and Reporting teams to...
-
Financial Planning Specialist
4 days ago
Oakville, Ontario, Canada Banque Nationale du Canada Full timeOverviewBanque Nationale du Canada is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. As a Financial Planning Specialist in our Personal Banking sector, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise...
-
Financial Planning Analyst, Commercial Sales
3 weeks ago
Oakville, Ontario, Canada Andrew Peller Limited Full timeJob OverviewWe are seeking a skilled Financial Planning Analyst to join our commercial sales team at Andrew Peller Limited. This is a fantastic opportunity to work with a leading Canadian wine and craft beverage company.Estimated Salary: $85,000 - $110,000 per yearKey ResponsibilitiesThe successful candidate will be responsible for leading the annual...
-
Financial Planning Analyst
3 weeks ago
Oakville, Ontario, Canada Liberty Full timeJob DescriptionWe are seeking an experienced Financial Planning Analyst to join our team at Liberty Utilities. As a key member of our corporate finance group, you will play a crucial role in financial consolidation, budgeting, forecasting, and reporting for our regulated utility business.About the RoleSupport the consolidation of financial data, ensuring...
-
Financial Career Professional
2 weeks ago
Oakville, Ontario, Canada IFG - International Financial Group Full timeJob SummaryThis is a dynamic opportunity for an experienced accounting professional to join our team at IFG - International Financial Group. As a Financial Consultant, you will play a pivotal role in shaping the financial future of our organization.About the RoleWe are seeking a highly skilled and motivated individual with a strong background in accounting...
-
Senior Business Growth Strategist
3 weeks ago
Oakville, Ontario, Canada GL Chemtec International Ltd Full timeAbout GL Chemtec International LtdWe are a proud Canadian company dedicated to delivering custom molecules and contract research services to the scientific community since 2002.Our focus is on synthesizing small molecules, generating targeted libraries, developing synthetic routes, scaling up processes, and optimizing our operations to meet the needs of our...
-
Financial Planning and Analysis Specialist
2 weeks ago
Oakville, Ontario, Canada Xediton Pharmaceuticals Inc Full timeXediton Pharmaceuticals Inc is a specialty pharmaceutical company committed to developing, partnering, and making available new and established medicines to promote the health of Canadians.Job Summary:We are seeking an experienced Financial Planning and Analysis Specialist to provide service to both external customers and support internal management. The...
-
Senior Business Growth Strategist
3 weeks ago
Oakville, Ontario, Canada Cameron Craig Group Full timeKey Job DetailsWe are seeking a highly skilled Senior Business Growth Strategist to join our team at Cameron Craig Group.The estimated salary for this role is $120,000 - $180,000 per year, depending on location and experience.About the RoleThis is an excellent opportunity for a talented professional to drive business growth and development in a dynamic...