Financial Planner
2 days ago
Requisition ID: 246583 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting 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. Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. Fostering strong engagement, educating clients, offering insights, and delivering expert advice. Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients. Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes. Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth. Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have: Experience in financial planning and investment sales is preferred. Successfully completed the CIFP/CFP designation or bank recognized equivalent. Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent. Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded. Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. What’s in it for you? Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers. An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities. A supportive work environment that promotes work-life balance. Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role. Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings. #financialplanner
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Red Deer, Alberta, Canada Scotiabank Full timeRequisition ID: 228298Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role...
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Financial Planner
1 day ago
Red Deer, Alberta, Canada Scotiabank Full timeRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success by...
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Financial Planner, Scotia Financial Planning
2 days ago
Red Deer, Canada Scotiabank Full timeRequisition ID: 228298Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning”...
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Financial Planner
2 days ago
Red Deer, Canada TD Full timeDescription :Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives.With a focus on relationship management, advice and business development, you...
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(s): Canada : Alberta : Red Deer Scotiabank Global Site Full timeRequisition ID: 228298Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role...
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Financial Planner
1 day ago
(s): Canada : Alberta : Red Deer Scotiabank Global Site Full timeRequisition ID: 246583Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success...
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Service Planner
1 day ago
Red Deer, Alberta, Canada Finning Full timeCompany:Finning CanadaWorker Type:PermanentPosition Overview:Are you a strategic thinker with a passion for customer service and technical excellence? As a Service Planner, you'll be a key member of Finning's Service Operations team, responsible for managing complex repair and rebuild projects from intake to completion. You'll develop repair scopes, create...
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Service Planner
1 day ago
Red Deer, Alberta, Canada Finning Full timeCompany:Finning CanadaNumber of Openings:1Worker Type:PermanentPosition Overview:Are you a strategic thinker with a passion for customer service and technical excellence? As a Service Planner, you'll be a key member of Finning's Service Operations team, responsible for managing complex repair and rebuild projects from intake to completion. You'll develop...
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SUN LIFE FINANCIAL ADVISOR
2 days ago
Red Deer, Canada Sun Life Full timeJob Description :Req#JR00034440 FC081Central AlbertaSUN LIFE FINANCIAL ADVISORFinancial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited...
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SUN LIFE FINANCIAL ADVISOR
2 weeks ago
Red Deer, Canada Financière Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
