Current jobs related to Financial Planner - Prince GeorgeBritish Columbia - Scotiabank
-
Financial Planner
2 weeks ago
Prince George, British Columbia, Canada BMO Financial Full timeApplication Deadline:03/24/2025Address:1445 Central Street West Job Family Group:Retail Banking Sales & ServiceWe are hiring Financial Planners for opportunities in our Prince George and Quesnel markets.Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with...
-
Financial Planner
1 week ago
Prince George, British Columbia, Canada BMO Financial Full timeApplication Deadline: 03/24/2025 Address: 1445 Central Street West Job Family Group: Retail Banking Sales & ServiceWe are hiring Financial Planners for opportunities in our Prince George and Quesnel markets.Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with...
-
Financial Planner
2 weeks ago
Prince George, British Columbia, Canada Scotiabank Full timeTitle: Financial Planner - Prince GeorgeRequisition ID: 210877Join 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. As a dedicated entrepreneur,...
-
Financial Planner
4 weeks ago
Abbotsford, British Columbia, V0M, Fraser Valley, Canada TEEMA Full timeLocation: Abbotsford, BCType: Full-time, in-office.On behalf of our well-established wealth management client, TEEMA is seeking a Financial Planner for their Abbotsford, BC office. With over 35 years of experience, our client has been known to guide clients through investment strategies, retirement planning, and wealth preservation, always aiming to create...
-
Financial Strategist
6 days ago
Prince George, British Columbia, Canada Scotiabank Full timeOverviewWe are seeking an experienced Financial Planner to join our team in Prince George, Canada. As a Financial Planner, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
-
Financial Advisor
4 weeks ago
British Columbia, Canada Capital Markets Advisors LLC Full timeStacy Brooks is #hiring . If you or anyone you know maybe interested in having a confidential conversation #contactme : stacy.brooks@capital-markets-advisors.com. Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy &...
-
Financial Advisor
3 weeks ago
british columbia, Canada Capital Markets Advisors LLC Full timeStacy Brooks is#hiring. If you or anyone you know maybe interested in having a confidential conversation#contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network.Position Overview: Financial Advisor/Planner – Growth and Equity Partnership OpportunityCapital Markets Advisors (CMA) is boutique Consultancy & Recruiting...
-
Financial Advisor
2 weeks ago
British Columbia, Canada Capital Markets Advisors LLC Full timeStacy Brooks is #hiring. If you or anyone you know maybe interested in having a confidential conversation #contactme: stacy.brooks@capital-markets-advisors.com. Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy &...
-
Financial Advisor Professional
5 days ago
Prince George, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team in Prince George. As a key member of our team, you will be responsible for driving investment sales and new client acquisition while adhering to Global Sales Principles, compliance, and regulatory requirements.Key ResponsibilitiesDevelop and deepen client relationships by...
-
Investment Specialist
7 days ago
Prince George, Canada BMO Financial Group Full time1445 Central Street West Prince George British Columbia,V2M 5S5 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...
-
Financial Advisor
3 weeks ago
british columbia, canada | ca Capital Markets Advisors LLC Full timeStacy Brooks is #hiring. If you or anyone you know maybe interested in having a confidential conversation #contactme: Please like and share within your network. Position Overview: Financial Advisor/Planner – Growth and Equity Partnership Opportunity Capital Markets Advisors (CMA) is boutique Consultancy & Recruiting firm specializing in the Financial...
-
Planificateur Financier I
1 week ago
Prince George, British Columbia, Canada TD Full timeLieu de travail : Prince George, Colombie-Britannique, Canada Horaire : 37.5 Secteur d'activité : Gestion de patrimoine TD Détails de la rémunération : $60,000 - $70,000 CAD Ce poste est admissible à des revenus de commission. La TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le...
-
Planificateur Financier I
2 weeks ago
Prince George, Canada TD Bank Full timeLieu de travail: Prince George, Colombie-Britannique, Canada Horaire: 37.5 Secteur d’activité: Gestion de patrimoine TD Détails de la rémunération: Description du poste: - TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. -...
-
Planificateur Financier I
4 weeks ago
Prince George, Canada TD Full timeLieu de travail :Prince George, Colombie-Britannique, CanadaHoraire :37.5Secteur d'activité :Gestion de patrimoine TDDétails de la rémunération :$60,000 - $70,000 CADCe poste est admissible à des revenus de commission.La TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le...
-
Vancouver, British Columbia, B6B, British Columbia, Canada TD Full timeLieu de travail :Vancouver, Colombie-Britannique, CanadaHoraire :37.5Secteur d’activité :Gestion de patrimoine TDDétails de la rémunération :$60,000 - $70,000 CADLa TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques...
-
Prince Albert, Canada RBC Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner in the Prince Albert, SK Market, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your...
-
Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As an RBC Investment and Retirement Planner In the Prince Albert, SK Market , you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your...
-
Prince Albert, Saskatchewan, Canada Royal Bank of Canada> Full timeJob Summary Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner In the Prince Albert, SK Market, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send...
-
Wealth Management Professional
2 days ago
Prince George, British Columbia, Canada Integris Credit Union Full timeSalary: A guaranteed salary of up to $75,000 for up to one year following your date of hire, with the potential to earn $150,000 plus per year in commission-based compensation.Job DescriptionThe successful candidate will be required to travel to provide wealth management services in various locations. Your primary responsibilities will include developing...
-
International Project Planner
5 days ago
Prince George, Canada College of New Caledonia Full timeEXISTING CNC CUPE Employees: Employment Status Full Time Employment Type Regular Job Summary In consultation with the International Department and/or CNC and community partners, this position is responsible for identifying, developing, planning, implementing, administering, and evaluating a variety of projects with a local and international scope. This is a...
Financial Planner
1 week ago
Requisition ID: 210877
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under Scotia Financial Planning (formerly known as 'Investment Specialist' under the Mobile Advice Team). Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture
As an Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence and welcome the freedom to grow your own practice. Most importantly, you 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.
You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.
Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.
Is this role right for you? In this role, you will:
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
- Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
- Client-Centric: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
- Community Involvement: Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.
Do you have the skills that will enable you to succeed in this role? -We'd Love To Work With You If You Have:
- 3 years of experience in financial planning and investment sales.
- 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 have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
- Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
- 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.
- Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
- A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district. What's in it for you?
- An entrepreneurial culture with the freedom to develop your career.
- A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it's convenient for them.
- A compensation structure 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. • Ability to provide an excellent client experience without going to the branch.
- A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
- A work culture that promotes diversity, respect, and inclusion.
Other Information
• Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.
#financialplanner
Location(s): Canada : British Columbia : Prince George
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.
