Financial Planner
3 days ago
Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
About the roleAs a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
Is this role right for you? In this role, you will:
- Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers
- Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for
- Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions
- Be highly engaged, educating customers, providing relevant insights and expert advice
- Demonstrate a collaborative approach when dealing with peers, customers, and partners
- Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
Do you have the skills that will enable you to succeed in this role? – We'd love to work with you if you have:
- Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
- A minimum three years experience of financial planning and investment sales experience
- Demonstrated sales management experience and the ability to market Scotiabank
- Ability to cultivate strong relationships with customers, peers and partners
What's in it for you?
- A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role
- Ability to make a lasting impact on an assigned book of customers
- An inclusive culture where we value and recognize our employees' contributions
- An organization committed to making a difference in our communities – for you and your customers
Location(s): Canada : Alberta : Calgary
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. 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.
-
Financial Planner
4 days ago
Calgary, Alberta, Canada Klopp Richardsand Associates Full time $80,000 - $120,000 per yearJob DescriptionOur client is an industry leader offering full-service financial services to their clients focusing on their needs and finding solutions for wealth management solutions. They are looking for a Financial Planner that creates, analyzes, delivers, and supports custom wealth plans for high-net-worth clients. This is a challenging position where...
-
Financial Planner
4 days ago
Calgary, Alberta, Canada TD Full time $60,000 - $70,000Work Location:Calgary, Alberta, CanadaHours:37.5Line of Business:TD WealthPay Details:$60,000 - $70,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...
-
Calgary, Alberta, Canada Scotiabank Full time $60,000 - $120,000 per yearRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleInternally 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...
-
Calgary, Alberta, Canada RBC Full time $80,000 - $120,000 per yearJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, 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 creativity, motivation, and drive for new investment...
-
Instrumentation Planner
2 weeks ago
Calgary, Alberta, Canada Petronas Canada Full time $80,000 - $120,000 per yearPETRONAS Canada is one of the largest natural gas resource owners in Canada. We have operations in the Montney play in northeast British Columbia and are a partner in LNG Canada. As part of PETRONAS, a dynamic global energy group with presence in over 100 countries, we are well-positioned to provide global markets with responsibly-developed Canadian energy...
-
Instrumentation Planner
2 weeks ago
Calgary, Alberta, Canada PETRONAS Canada Full time $80,000 - $120,000 per yearPETRONAS Canada is one of the largest natural gas resource owners in Canada. We have operations in the Montney play in northeast British Columbia and are a partner in LNG Canada. As part of PETRONAS, a dynamic global energy group with presence in over 100 countries, we are well-positioned to provide global markets with responsibly-developed Canadian energy...
-
Institutional Investor Relations
6 days ago
Calgary, Alberta, Canada Matco Financial Inc. Full time $60,000 - $90,000 per yearPosition: Institutional Investor RelationsLocation: Calgary, ABType: Full-timeAbout UsMatco Financial Inc. is an independent Canadian investment management firm based in Calgary. We specialize in providing customized investment solutions to high-net-worth individuals, families, foundations, and institutions. With a commitment to disciplined portfolio...
-
Mid Career Environmental Planner
3 days ago
Calgary, Alberta, Canada Jacobs Full time $71,900 - $108,680 per yearAt Jacobs, we're challenging today to reinvent tomorrow by solving the world's most critical problems for thriving cities, resilient environments, mission-critical outcomes, operational advancement, scientific discovery and cutting-edge manufacturing, turning abstract ideas into realities that transform the world for good.Your impactJacobs is currently...
-
Assistant Professor of Finance
2 weeks ago
Calgary, Alberta, Canada Mount Royal University Career Services Full time $100,000 - $120,000 per yearJob TitleAssistant Professor of FinanceJob TypePermanentUnionMRFASalary GradePosition End Date (if applicable)LocationMRU Main Campus - Calgary, AB T3E 6K6 CA (Primary)About This PositionAbout the Faculty of Business, Communication Studies and AviationThe Faculty of Business, Communications Studies and Aviation has a student body of approximately 3,899...
-
Investment Associate
1 week ago
Calgary, Alberta, Canada Wellington-Altus Full time $80,000 - $120,000 per yearLocation:This in-office position will be located in our Calgary office - we invite applicants from other provinces and cities to apply.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus...
