PFP Certified Financial Planner

3 weeks ago

Whitby, Canada Scotiabank Full time

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. 

  • Financial Planner

    2 weeks ago

    Whitby, Canada BMO Full time

    Application Deadline: 07/29/2024Address:3960 Brock Street NorthProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...

  • Planner

    4 weeks ago

    Whitby, Canada Kratos International Full time

    Shift: Mon,Tue,Wed,Thu,Fri Kratos Antenna Solutions is seeking a highly motivated Planner for our Whitby, Ontario location. Under the VP of Operations, the Planner is responsible for the development and design of applicable, realistic plans to efficiently complete KAS Signal projects. The Planner reviews FIWP- field installation work package and work plans...

  • Financial Services Representative Ii

    4 weeks ago

    Whitby, Canada CIBC Full time

    We’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...

  • Requirements Management Specialist

    4 weeks ago

    Whitby, Canada AECOM Full time

    Company Description At AECOM, we’re delivering a better world. We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...

  • Interface Management Specialist Transit

    4 weeks ago

    Whitby, Canada AECOM Full time

    Company Description At AECOM, we’re delivering a better world. We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...

  • Interface Management Specialist Transit

    4 weeks ago

    Whitby, Canada AECOM Full time

    Company Description **At AECOM, we’re delivering a better world.** We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...