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Financial Planner : Commercial Banking Centre and Main Branch

Saint John, New Brunswick 12 days ago

Job Description

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 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 CIFPdesignation. :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. :Bilingualism in French and English.Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French because they will serve English and French speaking clientele. What's in it for you? :A competitive compensation and benefits package tailored for therole :Ability to make a lasting impact on an assigned book of customers :An inclusive culture where we value and recognize our employees' contributions :An organization committed to making a difference in our communities : for you and your customers. financialplanner Location(s): Canada : New Brunswick : Saint John 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 online to be considered for this r

Senior Manager, Strategy Execution

Canada 22 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. The Senior Manager : International Banking Strategy Execution plays a key role conducting strategic analyses, identifying and...

Senior Financial Advisor (Canada)

Cambridge, Ontario 22 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role What your role will be... Senior Financial Advisor At Scotiabank we help employees build their futures : where they...

Director, Marketing Planning and Regional Growth Initiatives : Montreal, QC

montreal, Canada 22 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. In partnership with the Marketing leadership team and GrowQC / regional leaders, the Director, Marketing Planning and Regional...

ScotiaMcLeod Administrative Associate : Calgary

Calgary, Alberta 22 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...

Customer Experience Associate : Davis and Leslie Branch, Newmarket (15 hours/week)

newmarket, Canada 22 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place...

Customer Experience Associate : Langley Financial Centre (18.75 Hours/Week)

Surrey, British Columbia 22 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place...

Director, Partnerships and Innovation

Mississauga, Ontario 22 hours ago
Date Posted: 07/08/2025 Req ID: 44111 Faculty/Division: UofT Mississauga Department: UTM:Ofc of the ViceP Research and Innovation Campus: University of Toronto Mississauga (UTM) Description: U of T Mississauga-the second largest campus of Canada's...

Senior Investment and Personal Banking Specialist: La Tour, QC

montreal, Canada 22 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role As a Senior Investment and Personal Banking Specialist Trainee, you are customer:centric and able to connect with...

Investment and Personal Banking Specialist : Quartier Dix30, Brossard, QC

Brossard, Quebec 23 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. About the role As an Investment and Personal Banking Specialist you are customer:centric and able to connect with people in a...

Associate, Treasury Management Office, Global Transaction Banking

Ontario 23 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. Global Transaction Banking (GTB) is the payments and transaction engine of Scotiabank. We support Small Business, Commercial and...