Current jobs related to Financial Planner - Whitby - Scotiabank

  • Financial Planner I

    4 weeks ago

    Whitby, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial planning and analysis to identify clients' financial...

  • Planner

    4 months 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...

  • Planner (Central East CUPE)

    1 month ago

    Whitby, Canada Ontario Health Full time

    Planner (Central East CUPE) page is loaded Planner (Central East CUPE) Apply locations Ontario Health - Ontario time type Full time posted on Posted 3 Days Ago job requisition id R107499 At Ontario Health, we are committed to developing a strong organizational culture that connects and inspires all team members across...

  • Planner (Central East CUPE)

    1 month ago

    Whitby, Canada Ontario Health Full time

    Planner (Central East CUPE) page is loaded Planner (Central East CUPE) Apply locations Ontario Health - Ontario time type Full time posted on Posted 3 Days Ago job requisition id R107499 At Ontario Health, we are committed to developing a strong organizational culture that connects and inspires all team members across...

  • Senior Project Manager

    1 week ago

    Whitby, Canada GHD Full time

    About the RoleWe are seeking a highly skilled Senior Project Manager to join our Land Development team at GHD. As a key member of our team, you will be responsible for leading and coordinating land development projects from concept to completion.Key ResponsibilitiesDevelop and manage project budgets, schedules, and resource allocationCollaborate with...

  • Senior Project Manager

    1 week ago

    Whitby, Canada GHD Full time

    About the RoleWe are seeking a highly skilled Senior Project Manager to join our Land Development team at GHD. As a key member of our team, you will be responsible for leading and coordinating land development projects from concept to completion.Key ResponsibilitiesDevelop and manage project budgets, schedules, and resource allocationCollaborate with...

  • Senior Project Manager

    2 weeks ago

    Whitby, Canada GHD Full time

    About the RoleWe are seeking a highly skilled Senior Project Manager to join our Land Development team at GHD. As a key member of our team, you will be responsible for leading and coordinating land development projects from concept to completion.Key ResponsibilitiesPrepare and manage project budgets, proposals, and schedulesEngage with clients, architects,...

  • Senior Project Manager

    2 weeks ago

    Whitby, Canada GHD Full time

    About the RoleWe are seeking a highly skilled Senior Project Manager to join our Land Development team at GHD. As a key member of our team, you will be responsible for leading and coordinating land development projects from concept to completion.Key ResponsibilitiesPrepare and manage project budgets, proposals, and schedulesEngage with clients, architects,...

  • Senior Project Manager

    2 weeks ago

    Whitby, Canada GHD Full time

    About the RoleWe are seeking a highly skilled Senior Project Manager to join our Land Development team at GHD. As a key member of our team, you will be responsible for leading and coordinating land development projects from concept to completion.Key ResponsibilitiesPrepare and manage project budgets, proposals, and schedulesEngage with clients, architects,...

  • Senior Project Manager

    2 weeks ago

    Whitby, Canada GHD Full time

    About the RoleWe are seeking a highly skilled Senior Project Manager to join our Land Development team at GHD. As a key member of our team, you will be responsible for leading and coordinating land development projects from concept to completion.Key ResponsibilitiesPrepare and manage project budgets, proposals, and schedulesEngage with clients, architects,...

  • Senior Project Manager

    1 week ago

    Whitby, Canada GHD Full time

    About the RoleWe are seeking a highly skilled Senior Project Manager to join our Land Development team. As a key member of our team, you will be responsible for leading and coordinating land development projects from concept to completion.Key ResponsibilitiesDevelop and manage project budgets, proposals, and schedulesCollaborate with clients, architects,...

  • Senior Project Manager

    1 week ago

    Whitby, Canada GHD Full time

    About the RoleWe are seeking a highly skilled Senior Project Manager to join our Land Development team. As a key member of our team, you will be responsible for leading and coordinating land development projects from concept to completion.Key ResponsibilitiesDevelop and manage project budgets, proposals, and schedulesCollaborate with clients, architects,...

  • Community General Manager, Imperial Service

    4 months 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...

  • Operation & Maintenance and Service Readiness

    4 months 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,...

  • Project Manager

    4 months ago

    Whitby, Canada AECOM Full time

    Company Description **Work with Us. Change the World.** At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...

  • Project Manager

    4 months ago

    Whitby, Canada AECOM Full time

    Company Description **Work with Us. Change the World.** At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...

  • Project Manager

    4 months ago

    Whitby, Canada AECOM Full time

    Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...

Financial Planner

4 months ago

Whitby, Canada Scotiabank Full time

 

 

 

Requisition ID: 201292

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 : Ontario : Whitby || Canada : Ontario : Ajax || Canada : Ontario : Oshawa 

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.