Financial Planner
3 weeks ago
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, 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.-
Personal Financial Planner
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Ottawa, Canada Welch LLP Full timeAbout the Opportunity Welch LLP is currently looking for a Personal Financial Planner, who will play a vital role in assisting our valued clients and their businesses with their financial goals and objectives. By taking a proactive, distinct, and personal approach as a trusted advisor you will oversee our clients’ financial resources while...
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Financial Planner
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Ottawa, Canada Scotiabank Full timeAbout the role 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...
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Financial Planner
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Ottawa, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 199062Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs a Financial Planner, you will focus on developing and deepening client relationships by providing high quality...
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Financial Planner
4 days ago
Ottawa, Canada Scotiabank Full timeRequisition ID: 199062Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role 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...
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Financial Planner
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Ottawa, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 199062Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs a Financial Planner, you will focus on developing and deepening client relationships by providing high quality...
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Financial Planner
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Ottawa, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 199062Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs a Financial Planner, you will focus on developing and deepening client relationships by providing high quality...
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Ottawa, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice...
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Head of Merchandise Financial Planning
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