Financial Planner, Corner Brook or Stephenville

6 months ago

Corner Brook, Canada Scotiabank Full time

 

 

 

Requisition ID: 201161

Join 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. 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. 

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. 


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.
•    Exercising a collaborative approach when dealing with peers, clients, and partners. 
•    Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients. 

 

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 (or working towards) the Personal Financial Planning (PFP®) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner(CFP®) designation. 
•    You’re an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course). 
•    You're able to work independently as a self-motivated entrepreneur with minimal supervision.
•    Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. 

 

What’s in it for you?


•    A competitive compensation and benefits package 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.
•    A work culture that promotes diversity, respect, and inclusion.
•    An organization committed to making a difference in our communities – for you and your clients.

 

Location(s):  Canada : Newfoundland and Labrador : Corner Brook || Canada : Newfoundland and Labrador : Stephenville 

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.

  • Investment Portfolio Manager

    2 weeks ago

    Corner Brook, Newfoundland and Labrador, Canada Scotiabank Full time

    At Scotiabank, we are seeking a highly motivated and results-driven Financial Planner to join our team in Corner Brook or Stephenville.The estimated annual salary for this role is $60,000 - $80,000 based on the level of experience and qualifications. About the RoleThis is an exciting opportunity to develop and deepen client relationships by providing...

  • Financial Planner, Corner Brook or Stephenville

    2 months ago

    Corner Brook, Newfoundland and Labrador, Canada Scotiabank Full time

    Requisition ID: 201161Role Overview:As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key...

  • Career Opportunities in Financial Strategy and Planning

    3 weeks ago

    Corner Brook, Newfoundland and Labrador, Canada Scotiabank Full time

    Established by Scotiabank, a leading financial institution in the Americas, this role focuses on driving growth through strategic financial planning and relationship building.A competitive compensation package of CAD $80,000 - $120,000 per year awaits an experienced Financial Planner who can thrive in a dynamic environment. Located in Corner Brook or...

  • Lawtons | Pharmacy Professional

    6 days ago

    Corner Brook, Canada Lawtons Full time

    At Lawtons, we are dedicated to providing exceptional patient-centered care and exceeding patients' expectations. As a Pharmacy Professional in our Corner Brook location, you will be part of our pharmacy team that is passionate about taking care of the health and well-being of individuals and families in our communities.

  • Property Manager

    3 months ago

    Corner Brook, Canada Gérances Westcliff Ltée Full time

    The Westcliff Group of Companies is one of Canada’s largest privately owned, fully integrated, commercial real estate development, management and ownership group.   We are presently looking to fill the position of: Property Manager - Corner Brook PlazaLocated at the intersection of Confederation Drive and Maple Valley Road, Corner Brook Plaza is a...

  • Strategic Wealth Development Specialist

    3 weeks ago

    Corner Brook, Newfoundland and Labrador, Canada Scotiabank Full time

    Job Overview:We are seeking a skilled Financial Planner to join our team in Corner Brook and Stephenville, Newfoundland and Labrador. As a key member of our team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service.About the Role:You will focus on investment sales and new client acquisition,...

  • Merchandiser Representative

    6 months ago

    Corner Brook, Canada RDTS Full time

    **Are you looking for a manual job with flexible hours and a lot of autonomy? We have an opportunity for you!** **RDTS **is currently looking for a Merchandising Representative located in Corner Brook / Stephenville, NL, to join our merchandising team. As such, your role is to merchandise and represent the products of different suppliers to various big-box...

  • Occupational Therapist Career Opportunity in Corner Brook

    3 weeks ago

    Corner Brook, Newfoundland and Labrador, Canada Lifemark Full time

    OverviewLifemark, a leading health and wellness company, is seeking an experienced Occupational Therapist to join our team in Corner Brook.We are passionate about enriching the health of Canadians through movement, and we believe that when you move better, you feel better.

  • Occupational Therapist

    3 weeks ago

    Corner Brook, Newfoundland and Labrador, Canada Lifemark Full time

    Unlock Your Potential as a Corner Brook Rehabilitation Specialist At Lifemark, we're passionate about empowering individuals to achieve their best possible health. As an Occupational Therapist in our Corner Brook clinic, you'll play a vital role in supporting the physical and psycho-social recovery of our clients. With a diverse caseload and the...

  • Senior Civil Engineer

    3 months ago

    Corner Brook, Canada R.V. Anderson Associates Limited Full time

    Senior Civil Engineer - Corner Brook, NL Corner Brook, NL, Canada Req #604 Monday, September 16, 2024 Your difference is the difference Do you love to develop and share great ideas? Do you believe your insights can drive people forward? Do you appreciate working with others and building on mutual successes? Perfect. We do, too. As an...

  • Pharmacy Technician Position in Corner Brook

    20 hours ago

    Corner Brook, Newfoundland and Labrador, Canada Lawtons Full time

    Job OverviewWe are seeking a highly skilled Pharmacy Technician to join our team at Lawtons in Corner Brook, Newfoundland and Labrador.Salary and BenefitsThe estimated salary for this position is $55,000 - $65,000 per year, depending on experience. Our comprehensive benefits package includes dental care, employee assistance program, extended health care,...

  • Physiotherapist Opportunity in Corner Brook

    4 weeks ago

    Corner Brook, Newfoundland and Labrador, Canada Lifemark Full time

    Physiotherapist Position OverviewLifemark FIT for Work - Corner Brook is seeking a skilled and compassionate Physiotherapist to join our dynamic team. As a Physiotherapist at Lifemark, you will have the opportunity to make a meaningful impact on the lives of your patients and contribute to the delivery of exceptional patient care.Compensation PackageWe offer...

  • Pharmacy Professional

    6 days ago

    Corner Brook, Canada Lawtons Full time

    We are seeking a skilled and compassionate Pharmacist to join our team at Lawtons in Corner Brook, Newfoundland and Labrador.About the RoleThis is a full-time opportunity with a competitive salary of approximately $120,000 per year, commensurate with experience. As a Pharmacist at Lawtons, you will play a vital role in providing exceptional patient-centered...

  • Foreperson Public Works, Water

    6 months ago

    Corner Brook, Canada City of Corner Brook Full time

    This position will report to the superintendent of Water & Wastewater from April 15th to November 30th and to the Superintendent of Public Works from December 1st to April 14th each year. **QUALIFICATIONS**: Successful completion of high school supplemented with a post-secondary training course in a field that is relevant to municipal water distribution and...

  • Pharmacy Professional

    3 days ago

    Corner Brook, Newfoundland and Labrador, Canada Lawtons Full time

    About Sobeys Inc.Sobeys Inc. is a leading Canadian company with a strong presence in the retail and pharmacy sectors. With over 1,600 stores across the country, we offer a wide range of products and services to our customers.Job OverviewWe are seeking a skilled Registered Pharmacy Technician to join our team at Lawtons Western Newfoundland NHS in Corner...

  • Cash Transporter Driver

    3 weeks ago

    Corner Brook, Newfoundland and Labrador, Canada GardaWorld Cash Full time

    About the RoleAt GardaWorld Cash, we are seeking a reliable and skilled Cash Transporter Driver to join our team in Corner Brook, NL. As a key member of our Cash Services division, you will play a vital role in ensuring the safe transportation of cash and valuables.Key Responsibilities:Perform pickups and deliveries safely and efficientlyReload or perform...

  • Retail Pharmacy Professional

    5 days ago

    Corner Brook, Newfoundland and Labrador, Canada Lawtons Full time

    We are seeking a Retail Pharmacy Professional to join our team at Lawtons in Corner Brook, NL. As a key member of our pharmacy team, you will play a vital role in providing exceptional patient-centered care and exceeding patients' expectations.Company OverviewSobeys Inc. is a growing Canadian company that operates under multiple banners spanning over 1,600...

  • Municipal Enforcement Officer

    6 months ago

    Corner Brook, Canada City of Corner Brook Full time

    The Municipal Enforcement Officer I (Animal Control) reports directly to the Supervisor of Municipal Enforcement or their designate and is responsible for the administration and enforcement of the regulations and regulatory policies of the City with particular emphasis on animal control, traffic, public safety, and enforcing parking...

  • Territory Sales Specialist- Residential Direct

    1 month ago

    Corner Brook, Canada Rogers Full time

    Territory Sales Specialist- Residential Direct (Corner Brook) Our Residential team is proud to offer our customers seamless and simple technology that fits into any lifestyle. Our Territory Sales teams work closely with our customers and offer a personalized face-to-face experience selling home services including Ignite TV, Internet, and Home Phone. We...

  • Freelance Food Courier Opportunity in Corner Brook, NL

    6 days ago

    Corner Brook, Newfoundland and Labrador, Canada DoorDash Full time

    Are you a self-motivated individual with excellent knowledge of the local area? Do you have reliable transportation and enjoy meeting new people? If so, we have an exciting opportunity for you to earn money delivering food to hungry customers in Corner Brook, NL.Dashers are independent contractors who choose when they want to work. With DoorDash's...