Financial Planner
5 months ago
Requisition ID: 200746
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:
- Conduct 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.
- Natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- You’re self-directed, performance –oriented in your approach in discovering our clients needs, listening to understand what they are looking for, customized financial strategies and solutions.
- Be highly engaged, educate clients, provide relevant insights and expert advice.
- Demonstrate a collaborative approach when dealing with peers, clients, and partners.
- Build 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 the Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
- 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’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
- 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 : British Columbia : Abbotsford || Canada : British Columbia : Chilliwack || Canada : British Columbia : Langley || Canada : British Columbia : Maple Ridge || Canada : British Columbia : Mission
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
1 month ago
Abbotsford, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. 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.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
-
Financial Planner
1 month ago
Abbotsford, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. 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.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
-
Financial Planner
3 weeks ago
Abbotsford, British Columbia, Canada Scotiabank Full timeRole SummaryAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial...
-
Senior Financial Planner
2 weeks ago
Abbotsford, British Columbia, Canada UV INTERNATIONAL TRADERS INC. Full timeAt UV International Traders Inc., we are seeking a highly skilled Senior Financial Planner to join our team. As a key member of our financial services department, you will be responsible for identifying clients' financial goals and objectives, supervising staff, and developing financial plans for clients. Your expertise in arranging for the sale of financial...
-
Financial Planner
2 weeks ago
Abbotsford, British Columbia, Canada Scotiabank Full timeRole OverviewAs a Financial Planner at Scotiabank, 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 investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...
-
Material Planner
1 month ago
Abbotsford, British Columbia, Canada BRP Full timeJob Title: Material & Logistics PlannerWe're seeking a skilled Material & Logistics Planner to join our team at BRP. As a key member of our operations team, you will be responsible for planning, releasing, and tracking the delivery of materials and parts needed for production.Key Responsibilities:Plan and coordinate the delivery of materials and parts to...
-
Material Planner
1 month ago
Abbotsford, British Columbia, Canada BRP Full timeJob Title: Material & Logistics PlannerWe're seeking a skilled Material & Logistics Planner to join our team at BRP. As a key member of our operations team, you will be responsible for planning, releasing, and tracking the delivery of materials and parts needed for production.Key Responsibilities:Plan and coordinate the delivery of materials and parts to...
-
Financial Planning Specialist
3 weeks ago
Abbotsford, British Columbia, Canada Scotiabank Full timeRole SummaryAs a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial...
-
Induction Planner
5 months ago
Abbotsford, Canada Cascade Aerospace Inc. Full time**_Join Our Team_**: "Cascade Aerospace is one of Canada's leading specialty aerospace and defence contractors - a place where _we do cool things_ for great customers!" We invite you to consider a career with us - come, experience our creative, innovative, and performance-based company! **_Job Description_**: Joining Cascade means a future with a team of...
-
Maintenance Planner
2 months ago
Abbotsford, Canada Conair Group Inc. Full timeAbbotsford, BC, Canada Full Time Mid Level Conair is global leader in aerial firefighting, offering the largest privately-owned fixed-wing fleet of specialty aircraft in the world. Operating in Canada, the US, Europe, Australia and beyond, the organization provides a comprehensive range of aircraft, crew, maintenance, and training to support government...
-
Material Planner
1 month ago
Abbotsford, British Columbia, Canada BRP Full timeJob SummaryWe are seeking a highly skilled Material & Logistics Planner to join our team at BRP. As a key member of our operations team, you will be responsible for planning, releasing, and tracking the delivery of materials and parts needed for production.Key ResponsibilitiesPlan and coordinate the delivery of materials and parts to meet production...
-
Material Planner
1 month ago
Abbotsford, British Columbia, Canada BRP Full timeJob SummaryWe are seeking a highly skilled Material & Logistics Planner to join our team at BRP. As a key member of our operations team, you will be responsible for planning, releasing, and tracking the delivery of materials and parts needed for production.Key ResponsibilitiesPlan and coordinate the delivery of materials and parts to meet production...
-
Airworthiness - Maintenance planner
1 month ago
Abbotsford, Canada Conair Group Inc. Full timeConair is the largest, privately owned, fixed-wing aerial firefighting company in the world, operating a fleet of 70 specialized aircraft to fight forest fires. We have been supporting government agencies around the globe for over 50 years, with areputation of providing service excellence, making us an industry leader. We are aerospace engineering experts,...
-
Material & Logistics Planner
1 month ago
Abbotsford, Canada BRP Full timeWe're looking for a Material & Logistics Planner to plan, release and track the delivery of materials and parts needed for production; all to meet production schedules and keep inventories to a minimum using just-in-time principles. You'll be at the heart of the action, working closely with suppliers and internal customers such as material handling,...
-
Retail Sales Manager
2 weeks ago
Abbotsford, British Columbia, Canada Tajpur Investments Ltd. Full timeJob Title: Retail Sales Manager - Strategic Merchandise PlannerJob Summary: We are seeking a highly skilled Retail Sales Manager to lead our retail store operations and drive sales growth through strategic merchandise planning.Key Responsibilities:Plan and organize daily store operations to maximize sales and customer satisfaction.Manage a team of sales...
-
Investment Advisor
2 weeks ago
Abbotsford, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionUnlock your potential as a Financial Planning Expert at RBCAs a Financial Planning Expert at RBC, you will help your clients achieve their financial goals while growing your own business. You will have the opportunity to work with high-net-worth individuals, families, and business owners, providing them with customized financial...
-
Investment Specialist Associate
4 months ago
Abbotsford, Canada Scotiabank Full timeRequisition ID: 157152 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...
-
Plant Controller
5 months ago
Abbotsford, Canada Sunrise Farms Full timeGrand River Foods is a leading food solutions company serving customers in the North American grocery and food service industry. As a member of the Sunrise Farm family, we remain as dedicated as ever to both providing a quality work environment for our employees, as well as producing only the highest quality products for our customers. Grand River Foods is...
-
Account Manager I/ii
2 months ago
Abbotsford, Canada Vancouver City Savings Credit Union Full time**About Vancity** Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing...
-
Manager, Client Advice I
2 months ago
Abbotsford, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...