Financial Planner, Branch Network

3 days ago

Guelph, Ontario, Canada Scotiabank Full time

Requisition ID: 237295

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About The Role
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
  • 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.

Skills
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.

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

Location(s): Canada : Ontario : Guelph

  • Financial Planner, Scotia Financial Planning

    2 weeks ago

    Guelph, Ontario, Canada Scotiabank Full time

    Requisition ID: 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 the Scotia Financial Planning team (formerly known as "Investment Specialist" under the Mobile Advice Team) within our Global...

  • Automotive Detailer

    2 weeks ago

    Guelph, Ontario, Canada Enterprise Holdings Full time

    OverviewEnterprise Mobility is seeking a responsible, dedicated person to join our team as a full time Automotive Detailer.  This position pays $18.25 / hour and is located at 56 GORDON STREET GUELPH, ON N1H 4H6.We offer:Paid time off Consistent full time 40 hour per week schedule  Employee discount Retirement Savings Plan with company match and profit...

  • Automotive Detailer

    2 weeks ago

    Guelph, Ontario, Canada Enterprise Full time

    OverviewEnterprise Mobility is seeking a responsible, dedicated person to join our team as a full time Automotive Detailer.  This position pays $18.25 / hour and is located at 56 GORDON STREET GUELPH, ON N1H 4H6.We offer:Paid time offConsistent full time 40 hour per week schedule Employee discountRetirement Savings Plan with company match and profit...

  • Management Trainee

    2 weeks ago

    Guelph, Ontario, Canada Enterprise Full time

    OverviewStart your career with Enterprise Mobility We're hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning and an open end that's full of opportunities....

  • Tax Advisor

    1 week ago

    Guelph, Ontario, Canada Farm Business Consultants Full time

    OverviewJob Title: Tax Advisor & Preparer - Personal & Corporate ReturnsLocation: Guelph, Ontario. Hybrid- travelling to meet Members, and in office as required.Employment Type: Full-time, PermanentReady for Your Next Challenge? Join FBC in GuelphEstablished in 1952 as a family business with deep roots in rural communities, FBC has grown to become one of...

  • Investment Advisor

    1 week ago

    Guelph, Ontario, Canada RBC Full time

    Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for your...

  • Inside/Counter Sales Associate

    7 days ago

    Guelph, Ontario, Canada Westburne Full time

    Description:Westburne is much more than electrical products. We are Canada's market leader in energy solutions, renewables, lighting, wire & cable, automation and connected network solutions. We have access to the best partners in the industry and we go above and beyond to help our customers and partners grow.To learn more about Westburne, please visit us...

  • Customer Experience Associate

    5 days ago

    Guelph, Ontario, Canada TD Full time $23 - $28

    Work Location:Guelph, Ontario, CanadaHours:15Line of Business:Personal & Commercial BankingPay Details: CADTD 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 compensation policies and practices have been designed...

  • Welcoming Streets Initiative Outreach Worker

    2 weeks ago

    Guelph, Ontario, Canada Guelph CHC Full time

    PROGRAM AREA: OperationsEMPLOYMENT STATUS: Full-time, 13 month contractHOURS/WEEK: 35 Hours per weekWhat We Live By:Our Vision: A community without barriers to health and wellbeing. Our Mission: We work with our community to promote and sustain health and wellbeing for all.Our Values: Compassion, Social Justice, Courage, Integrity, Adaptability.Guelph...

  • RQ08074:Systems Administrator/Operations Support Specialist

    2 weeks ago

    Guelph, Ontario, Canada Rubicon Path Full time

    DescriptionThe Operations Control Centre (OCC) team is responsible to monitor OPS Services and underlying infrastructure like mainframes, UNIX, Windows servers, storage and network devices 24/7/365 to ensure these are available as per defined SLAs by taking prompt necessary actions or escalating to Tier2/3 or vendors as needed. These services include...