Financial Planner, Halifax
1 week ago
Requisition ID: 201098
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 : Halifax
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, Halifax
6 days ago
Halifax, Nova Scotia, Canada Scotiabank Full timeRequisition ID: 201098Join 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, Halifax
6 days ago
Halifax, Canada Scotiabank Full timeRequisition ID: 201098 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...
-
Vessel Planner
2 months ago
Halifax, Canada PSA Halifax Full time**Career Opportunity** **Vessel Planner** PSA Halifax owned and operated by PSA International, has been serving the Atlantic Provinces and abroad for more than forty years and offers one of the most cost-effective cargo-handling facilities on the Atlantic Seaboard. PSA Halifax guarantees its national and international client base fast turnaround times,...
-
Vessel Planner
6 days ago
Halifax, Nova Scotia, Canada PSA Halifax Full timeCareer OpportunityVessel PlannerPSA Halifax owned and operated by PSA International, has been serving the Atlantic Provinces and abroad for more than forty years and offers one of the most cost-effective cargo-handling facilities on the Atlantic Seaboard. PSA Halifax guarantees its national and international client base fast turnaround times, reliable...
-
Vessel Planner
2 months ago
Halifax, Canada PSA Halifax Full time**PSA Halifax **is recruiting for a Vessel Planner. This position offers an exciting opportunity to be part of a highly successful and leading container terminal in the East Coast of Canada. The position offers a competitive salary with annual performance-based incentives, medical benefits for individual and family, contributive pension benefits, and...
-
Vessel Planner
2 weeks ago
Halifax, Canada PSA Halifax Full time**PSA Halifax **is recruiting for a Vessel Planner. This position offers an exciting opportunity to be part of a highly successful and leading container terminal in the East Coast of Canada. The position offers a competitive salary with annual performance-based incentives, medical benefits for individual and family, contributive pension benefits, and...
-
Principal Planner
3 weeks ago
Halifax, Canada Halifax Regional Municipality Full timeHalifax Regional Municipality is inviting applications for the permanent, full-time position of Principal Planner with the Regional & Community Planning team in Planning and Development. This is an exciting leadership opportunity in a period of high growth and change in HRM.Halifax Regional Municipa
-
Principal Planner
6 days ago
Halifax, Nova Scotia, Canada Halifax Regional Municipality Full timeHalifax Regional Municipality is inviting applications for the permanent, full-time position of Principal Planner with the Regional & Community Planning team in Planning and Development. This is an exciting leadership opportunity in a period of high growth and change in HRM.Halifax Regional Municipa
-
Planner II
6 days ago
Halifax, Nova Scotia, Canada Halifax Regional Municipality Full time8886BR Planner II Job Posting Halifax Regional Municipality is inviting applications for two (2) temporary (up to 18-month) full-time Planner II positions within the Rural Policy and Planning Applications section of Planning and Development. Halifax Regional Municipality (HRM) is committed to reflecting the community it serves and recognizing...
-
Planner II
6 days ago
Halifax, Nova Scotia, Canada Halifax Regional Municipality Full timeJob Posting:Position: Planner II (Wildfire Mitigation)Organization: Halifax Regional Municipality, Halifax Regional Fire & Emergency (HRFE)Duties and Responsibilities:Collaborate with municipal planning staff to assess and improve response routes in wildland urban areasRecommend measures for enhancing response and evacuation in high-risk wildfire areasReview...
-
Planner III
4 weeks ago
Halifax, Canada Halifax Regional Municipality Full time8821BR Planner III Job Posting Halifax Regional Municipality is accepting applications for permanent, full-time and temporary, full time (up to 18-month) positions of Planner III within the Regional and Community Planning division of Planning & Development. Halifax Regional Municipality (HRM) is committed to reflecting the community it serves...
-
Planner II
6 days ago
Halifax, Nova Scotia, Canada Halifax Regional Municipality Full timeHalifax Regional Municipality is inviting applications for (1) one permanent position of Planner II (Wildfire Mitigation) with Halifax Regional Fire & Emergency (HRFE) Reporting to the Wildfire Mitigation Program Manager, the Planner II (Wildfire Mitigation) is responsible for providing fire and emergency service subject matter expertise in risk assessment,...
-
Halifax, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 188592Join a purpose driven winning team,...
-
Halifax, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 188592Join a purpose driven winning team,...
-
Halifax, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 188592Join a purpose driven winning team,...
-
Halifax, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 188592Join a purpose driven winning team,...
-
Halifax, Nova Scotia, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 188592Join a purpose driven winning team, committed to...
-
Halifax, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 188592Join a purpose driven winning team,...
-
Planner Ii
3 weeks ago
Halifax, Canada Halifax Regional Municipality Full time**Job Posting** Reporting to the Principal Planner, the Planner II is knowledgeable in a broad range of planning matters, has some specialized expertise, provides intermediate-level professional planning services and leads a wide variety of professional planning services or projects. The incumbent demonstrates specialized knowledge in one or more areas of...
-
Planner Ii
3 weeks ago
Halifax, Canada Halifax Regional Municipality Full time**Job Posting** Reporting to the Principal Planner, the Planner II is knowledgeable in a broad range of planning matters, has some specialized expertise, provides intermediate-level professional planning services and leads a wide variety of professional planning services or projects. The incumbent demonstrates specialized knowledge in one or more areas of...
