Financial Planner, St John's

7 months ago

St John's, Canada Scotiabank Full time

 

 

 

Requisition ID: 201160

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 : Newfoundland and Labrador : St John's 

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.

  • Mortgage Advisor

    7 months ago

    St. John's, Canada Scotiabank Full time

    Requisition ID: 201022 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

  • Planner

    7 months ago

    St. John's, Canada Omega 365 Full time

    NSB Omega is seeking a Planner for our Client **Assignment Description** The duties and job functions of the Planner shall include, but are not limited to, the following: - Develop and implement the overall Major Project Schedule plans required for Decision Gates, Board Reviews or Project Sanctions Review decisions and establishment of the sanction...

  • General Manager

    4 weeks ago

    St John's, NL, Canada Manga Hotel Group Full time

    Manga Hotel Group is a privately held Canadian company involved in the acquisition, development and management of real estate with a focus on high quality hotels affiliated with prestigious brands such as Marriott, Hilton, Hyatt, and InterContinental Hotel Group. Currently, Manga Hotels owns and operates 31 hotels with over 5800 rooms across Canada and in...

  • Operational Team Lead

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada beBee Professionals Full time $45,000 - $65,000

    We are seeking a dedicated Operational Team Lead to join our team in St. John's, Canada.About the RoleThe Shift Manager will be responsible for supervising daily operations, ensuring high-quality service, and leading a team of employees.Key ResponsibilitiesOversee daily operations during shifts, ensuring efficient workflows.Train, mentor, and manage team...

  • Planner

    6 months ago

    St. John's, Canada Maderra Engineering Full time

    Maderra Personnel is currently seeking a qualified individual for the position of **Planner in St. John's, NL** Located in St. John’s, Newfoundland and Labrador, Maderra Engineering Inc. provides project management, project services, engineering, technical and personnel services to the Energy, Resource, and Commercial sectors. We are a progressive,...

  • Full-time Courier, St. John's Location

    7 months ago

    St. John's, Canada FedEx Express Canada Full time

    **Job Description**: **This posting is exclusively for FedEx Ground employees.** FedEx Express Canada has an open Full-Time Courier position in St. John's. - Our people are the foundation of our success. The differentiator in the employment relationship we value with our employees is our open, fair, and respectful people practices and our positive work...

  • Drywall Installation Specialist

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada beBee Professionals Full time $45,000 - $65,000

    We are seeking a skilled Drywall Installation Specialist to join our construction team in St. John's, Canada. As a Drywall Installation Specialist, you will be responsible for installing drywall panels and ensuring quality finishes in both residential and commercial properties.Key Responsibilities:Measure and cut drywall sheets to fit specific wall and...

  • Administrative Support Professional for St. John's Office

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada beBee Professionals Full time $30,000 - $45,000

    In the bustling city of St. John's, Canada, beBee Professionals is seeking an exceptional Administrative Support Professional to serve as the first point of contact for clients.Key Responsibilities:Greet and assist visitors with a smile, ensuring a positive experience for all.Direct incoming calls to relevant departments with efficiency and poise.Schedule...

  • Warehouse Manager

    6 months ago

    St. John's, Canada Groupe Touchette Inc. Full time

    The **Warehouse Manager **assumes leadership of the team by being an ambassador for good practices. His/Her sound business sense allows him/her to make informed decisions regarding the use and optimization of material and budgetary resources of the distribution center in order to achieve the objectives of productivity and customer satisfaction. **ASSIGNED...

  • Senior Financial Advisor

    3 months ago

    St. John's, Canada Scotiabank Full time

    Press 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: 205424Join a purpose driven winning team,...

  • Caregiving Professional

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada beBee Professionals Full time $30,000 - $45,000

    Caregiving Role in St. John'sWe are seeking dedicated individuals to provide essential care to clients in St. John's, Canada. As a Personal Support Worker (PSW), you will play a vital role in enhancing the quality of life and promoting independence for our clients.Responsibilities:Assisting Clients with Daily Living Activities: You will assist clients with...

  • FT Relief Pharmacist

    7 months ago

    St John's, NL, Canada Lawtons Full time

    *Requisition ID: *181757*Career Group: *Pharmacy Careers *Job Category: *NPG Pharmacy Ops *Travel Requirements: * St. John’s & surrounding areas (approx. 15 pharmacies)*Job Type: *Full-Time *Country: *Canada (CA)*Province: *Newfoundland and Labrador *City: *St. John's *Location: *Floater-NL *Postal Code: *A1N 4S6 Sobeys Inc. is a growing Canadian...

  • Ft Relief Pharmacist

    2 months ago

    St John's, NL, Canada Lawtons Full time

    *Requisition ID: *181757*Career Group: *Pharmacy Careers *Job Category: *NPG Pharmacy Ops *Travel Requirements: * St. John’s & surrounding areas (approx. 15 pharmacies)*Job Type: *Full-Time *Country: *Canada (CA)*Province: *Newfoundland and Labrador *City: *St. John's *Location: *Floater-NL *Postal Code: *A1N 4S6 Sobeys Inc. is a growing...

  • Small Business Advisor

    6 months ago

    St. John's, Canada Scotiabank Full time

    Requisition ID: 188385 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Senior Municipal Engineer, Project Manager

    3 months ago

    St. John's, Canada R.V. Anderson Associates Limited Full time

    Senior Municipal Engineer, Project Manager - St John's 145 Kelsey Dr, St. John's, NL A1B 5C7, Canada Req #578 Tuesday, October 1, 2024 Your difference is the difference Do you love to develop and share great ideas? Do you believe your insights can drive people forward? Do you appreciate working with others and building on mutual successes? Perfect....

  • Vocational Integration Specialist

    3 weeks ago

    Fort St. John, Canada Fort St. John Association for Community Living Full time

    About the JobAs a Vocational Integration Specialist at the Fort St. John Association for Community Living, you will play a vital role in empowering individuals with developmental disabilities to achieve their vocational, social, and daily living goals.Job OverviewThe successful candidate will be responsible for developing, implementing, monitoring, and...

  • Looking for a Qualified In-Home Daycare Provider for Our Children in St. John's

    2 weeks ago

    St. John's, Canada Care.com Full time

    We need an experienced in-home daycare provider to take care of our children. We would like someone who is experienced, reliable and lives near St. John's A1G. Please send me a message if you are interested.

  • Network Infrastructure Specialist

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada BFG Enterprise Services Full time

    At BFG Enterprise Services, we are seeking a highly skilled Network Infrastructure Specialist to join our team in St John's.Job Description:We are looking for an individual with a strong background in IT field services and experience working with POS systems in a retail environment. The successful candidate will be responsible for performing connectivity and...

  • Executive Chef Position in St. John's

    4 weeks ago

    St. John's, Newfoundland and Labrador, Canada beBee Professionals Full time $30,000 - $50,000

    At beBee Professionals in St. John's, we are seeking an experienced and skilled Executive Chef to join our kitchen team.Job SummaryWe are offering a competitive hourly wage of $25-$35 per hour plus tips for this position.The successful candidate will be responsible for preparing meals according to our menu, ensuring that every dish meets our high standards...

  • Mobile Maintenance Long-range Planner

    7 months ago

    St. John's, Canada Vale Full time

    **Job Title: Mobile Maintenance Long-Range Planner** **Want to work in a state-of -the-art mining facility?** **Who We Are** Welcome to Vale. Our purpose is to improve life and transform the future. Together. We value our workforce and strive to offer continuous training and career development opportunities for our people. Vale Base Metals is one of the...