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Financial Planner : Edmundston or Grand Falls, NB

edmundston, Canada 2 days ago

Job Description

Requisition ID: 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(R)) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner(CFP(R)) designation. : You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course). : Youre 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. financialplanner LI:AD1 Location(s): Canada : New Brunswick : Edmundston Canada : New Brunswick : Grand Falls 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 recruitm

ScotiaMcLeod Wealth Advisor Development Program, Vancouver

Vancouver, British Columbia 6 hours ago
Requisition ID: As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring...

Financial Planner : South Shore

longueuil, Canada 1 day ago
Requisition ID: 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...

Financial Planner : Duncan, BC (Duncan Branch)

duncan, Canada 1 day ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role As a Financial Advisor, Investment and Retirement Planning you are a member of the branch sales team responsible for...

Data Visualization Specialist

montreal, Canada 1 day ago
Job Type:Permanent Work Model:Hybrid Reference code:128272 Primary Location:Montreal, QC All Available Locations:Montreal, QC; Fredericton, NB; Moncton, NB; Saint John, NB Our Purpose At Deloitte, our Purpose is to make an impact that matters. We...

Financial Planner : London Main Branch

london (on), Canada 2 days ago
Requisition ID: Join 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...

Financial Planner : Midland Branch

Barrie, Ontario 2 days ago
Requisition ID: Join 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...

Financial Planner : Carling and Kirkwood, Ottawa Branch

Ottawa, Ontario 2 days ago
Requisition ID: Join 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...

Financial Planner : Bancroft Branch

Ontario 2 days ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. Long Description As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality...

Financial Planner : Grant Park

Winnipeg, Manitoba 2 days ago
Requisition ID: Join 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...

Financial Planner : Burlington, ON (Burlington Main Branch)

burlington, Canada 2 days ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role As a Financial Advisor, Investment and Retirement Planning you are a member of the branch sales team responsible for...