Financial Planner, Truro or Amherst

2 weeks ago

Truro, Canada Scotiabank Full time

 

 

 

Requisition ID: 201099

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 : Nova Scotia : Truro || Canada : Nova Scotia : Amherst 

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.

  • Financial Planner, Truro or Amherst

    2 weeks ago

    Truro, Nova Scotia, Canada Scotiabank Full time

    Requisition ID: 201099 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...

  • Financial Planner, Truro

    4 weeks ago

    Truro, Canada Scotiabank Full time

       Requisition ID: 197912Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As 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...

  • Financial Planner, Truro

    1 week ago

    Truro, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 197912Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for...

  • Financial Planner, Truro

    6 days ago

    Truro, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 197912Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for...

  • Financial Advisor

    2 weeks ago

    Truro, Canada Scotiabank Full time

    Requisition ID: 183400 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor - Pictou County (future opportunities) At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to...

  • Psychiatry - Northern Zone

    4 weeks ago

    Truro, Canada Nova Scotia Health Authority Full time

    Requisition ID: 34423 Opportunity Type: Permanent Estimated Annual Salary: 350,000 - 400,000 Type of Remuneration: Hourly Rate Site Visit & Reallocation Allowance Programs: Site Visit Program; Relocation Program **About the Opportunity**: Northern Zone; including Colchester East Hants Health Care Centre (CEHHC), Cumberland Mental and Addiction Services,...

  • Dispatcher/csr

    4 weeks ago

    Truro, Canada Miller Waste System Full time

    MILLER WASTE SYSTEMS - Truro/Amherst **Title**: Dispatcher/Customer Service Representative **Location**: Truro, Nova Scotia **Start Date**: March 6, 2023 **Reporting to**: Operations Manager **Overview**: Miller Waste Systems Inc. has been in operation since 1961. Miller is a leader in waste management, providing governments and industries with a wide...

  • Dispatcher/csr

    1 week ago

    Truro, Canada Miller Waste System Full time

    MILLER WASTE SYSTEMS - Truro/Amherst **Title**: Dispatcher/Customer Service Representative **Location**: Truro, Nova Scotia **Start Date**: TBD **Reporting to**: Operations Manager **Overview**: Miller Waste Systems Inc. has been in operation since 1961. Miller is a leader in waste management, providing governments and industries with a wide range of...

  • Administrative Coordinator

    4 weeks ago

    Truro, Canada Downtown Truro Partnership Full time

    **JOB OPPORTUNITY: ADMINISTRATIVE COORDINATOR** **Employment Type**:Permanent Part-Time, 20 hours per week **Application Deadline**:Monday, March 4th, 2024 **Anticipated Start Date**:As soon as possible Reporting to the Executive Director, the Administrative Coordinator is responsible for a variety of supportive functions in our office. This is a...

  • Dispatcher/csr

    2 weeks ago

    Truro, Nova Scotia, Canada Miller Waste System Full time

    MILLER WASTE SYSTEMS - Truro/AmherstTitle: Dispatcher/Customer Service RepresentativeLocation: Truro, Nova ScotiaStart Date: March 6, 2023Reporting to: Operations ManagerOverview:Miller Waste Systems Inc. has been in operation since 1961. Miller is a leader in waste management, providing governments and industries with a wide range of services in the...

  • Finance Manager

    2 weeks ago

    Truro, Canada Truro Toyota Full time

    We strive to offer an unforgettable car-buying experience for all our customers. That begins with having the right people on our team. We are looking for a dedicated and experienced **Finance Manager **to join our dynamic team and play a pivotal role in managing the financial aspects of our new car sales deals. Role Responsibilities: - Oversee all...

  • Financial Advisor

    2 weeks ago

    Truro, Nova Scotia, Canada Scotiabank Full time

    Requisition ID: 183400Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the role:What your role will beFinancial Advisor - Pictou County (future opportunities)At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and...

  • Take IT Outside

    4 weeks ago

    Truro, Canada Take it Outside Full time

    **Job description: Take it Outside & Trail Shop Bookkeeper - Truro or Halifax **Requirements** - **Positive energy and upbeat attitude** - **Bookkeeping certification and 2 years experience** - **Experience working in small business** - **Knowledge of Quickbooks online (QBO) accounting** - **Ability to practice confidentiality concerning financial and...

  • Maintenance Planner

    2 weeks ago

    Truro, Nova Scotia, Canada Fero Waste and Recycling Inc Full time

    Fero Waste and Recycling Inc, a division of The Municipal Group of Companies, is a solid waste company that services New Brunswick and Nova Scotia. We currently have an opening for an energetic, motivated individual to take on the position as Maintenance Planner based in our Truro, Nova Scotia location.Primary Duties and Responsibilities: Reports to the...

  • Service Manager

    2 weeks ago

    Truro, Canada Truro Toyota Full time

    Are you a passionate and driven leader in the automotive service industry who thrives on delivering exceptional customer experiences? Truro Toyota is seeking an experienced and results-oriented individual to join our team as a Service Manager. In this pivotal role, you will oversee our service department, representing the Toyota brand, and lead a team of...

  • Connector Program Coordinator

    1 week ago

    Truro, Canada Truro & Colchester Partnership for Economic Prosperity Full time

    The Truro & Colchester Partnership for Economic Prosperity is a Regional Enterprise Network (REN) driving economic development and business growth in the Truro Colchester region of Nova Scotia. We are a group of business and community leaders who want to grow our region through small business support and community economic development. Truro Colchester is a...

  • Community Planner

    4 weeks ago

    Truro, Canada The Confederacy of Mainland Mi‘kmaq Full time

    **EMPLOYMENT OPPORTUNITY** **The Confederacy of Mainland Mi'kmaq** **Department of Community Services & Infrastructure** **Community Planner** **About The CMM** **Position Overview** Under the direction of the Director of Community Services and Infrastructure, and reporting to the Manager of Community Planning and Development, the Community Planner is...

  • Head Coach

    3 weeks ago

    Truro, Canada Rath Eastlink Community Centre Full time

    **Position Summary**: Central Nova Scotia Sport & Entertainment (CNSSE) is an industry leading independent non-profit organization that operates the municipally owned Rath Eastlink Community Centre and Truro Junior A Bearcats Hockey Club (in partnership with). Additionally, the CNSSE provides event attraction and hospitality services for the provincially...

  • Connector Program Coordinator

    2 weeks ago

    Truro, Nova Scotia, Canada Truro & Colchester Partnership for Economic Prosperity Full time

    The Truro & Colchester Partnership for Economic Prosperity is a Regional Enterprise Network (REN) driving economic development and business growth in the Truro Colchester region of Nova Scotia. We are a group of business and community leaders who want to grow our region through small business support and community economic development.Truro Colchester is a...

  • Branch Manager Advice, Sales

    4 weeks ago

    Truro, Canada Scotiabank Full time

    Requisition ID: 200929 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Branch Manager, you will assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of the branch’s personal and...