Talent.com
Financial Planner, Scotia Financial Planning - Whitehorse, Yukon
Financial Planner, Scotia Financial Planning - Whitehorse, YukonScotiabank • Whitehorse, YT, CA
Financial Planner, Scotia Financial Planning - Whitehorse, Yukon

Financial Planner, Scotia Financial Planning - Whitehorse, Yukon

Scotiabank • Whitehorse, YT, CA
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

Requisition ID: #

Join a purpose-driven, high-performing team committed to results and inclusivity.

We have rebranded our role to Financial Planners within the Scotia Financial Planning team, part of our Global Asset Management Division (formerly known as "Investment Specialist" under the Mobile Advice Team).

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. You are entrepreneurial, leveraging your networks and centers of influence to grow your practice through building long-term relationships. Your clients are your assets, and your goal is to help them meet their financial objectives.

This role offers flexibility to meet clients outside of traditional office hours and within a collective Scotiabank framework that benefits both your clients and your practice.

Responsibilities include:

  1. Business Development: Executing plans to prospect and serve clients, identifying new opportunities, and facilitating investment solutions or referrals.
  2. Client-Centric Solutions: Providing tailored investment advice through a financial planning framework, conducting needs analyses, and maintaining proactive communication.
  3. Community Engagement: Participating in local events, delivering seminars, and building a market profile in your assigned area.

Qualifications:

  • At least 3 years of experience in financial planning and investment sales.
  • Current mutual funds certification and adherence to MFDA licensing requirements.
  • Completion of a Personal Financial Planning (PFP®) and/or Certified Financial Planner (CFP®) designation.
  • Strong networking, client acquisition, and interpersonal skills.
  • Goal-oriented, entrepreneurial, and able to work independently and within a team.
  • Knowledge of market trends, economic conditions, and regulatory environment.
  • Valid driver’s license and access to a vehicle for client meetings.

Benefits:

  • Entrepreneurial culture with career development opportunities.
  • Flexible work environment with the ability to set your own schedule.
  • Compensation based on client base growth and retention.
  • Access to advanced resources, marketing support, and technology.
  • Opportunity to build lasting client relationships through exceptional service.
  • Supportive work culture emphasizing diversity, respect, and inclusion.

Additional Information:

This is a mobile role requiring frequent travel, with a compensation structure of base salary plus variable pay. Location: Whitehorse, Yukon, Canada.

For more details on similar roles, see the "Financial Advisor, Investment & Retirement (FAIR)" posting.

Scotiabank is committed to accessibility and will accommodate applicants during the recruitment process upon request. Only shortlisted candidates will be contacted.

#J-18808-Ljbffr
Créer une alerte emploi pour cette recherche

Financial Planner, Scotia Financial Planning - Whitehorse, Yukon • Whitehorse, YT, CA

Offres similaires

Health Emergency Management Planner

Government of YukonWhitehorse, YT, CA
Temporaire

This posting will be used to fill a 1‑term position (until March 31, 2028) full‑time, working 75 hours bi‑weekly.The position will establish a 3‑month eligibility list that may be used to fill simi...Voir plus

 • Offre sponsorisée

Nanny Wanted - Seeking Caring Personal Caregivers For Two Guys With Physical Disabilities In Whitehorse, Yukon $28.00/Hour Plus R&B.

CanadianNanny.caWhitehorse, Yukon, Canada
Temps plein

We are a family in Beautiful Whitehorse, Yukon, seeking to hire a full-time live-in caregivers.We invite compassionate and responsible individuals to join our family.As a Caregiver, your responsibi...Voir plus

 • Offre sponsorisée

Earn money by taking surveys - Remote

AlmediaMt. Lorne, Yukon, Canada
Télétravail
Temps plein

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ...Voir plus

 • Offre sponsorisée

Mortgage Specialist - Whitehorse, Yukon

ScotiabankWhitehorse, YT, CA
Temps plein

Select how often (in days) to receive an alert:.Title: Mortgage Specialist - Whitehorse, Yukon.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture....Voir plus

 • Offre sponsorisée

Lead Strategic Business Planning and Financial Reporting Solutions

Employment and Social Development CanadaWhitehorse, YT, CA
Temps plein

Drive strategic business planning and reporting as a key leader in a temporary full-time position.Deliver financial analysis and multi-year planning solutions while guiding a dedicated team.In this...Voir plus

 • Offre sponsorisée

Senior Biologist - whitehorse

Trinity Consultants Canadawhitehorse, yt, ca
Temps plein

Senior Biologist - Whitehorse, Yukon Territory.Trinity Consultants Canada’s Water & Ecology team delivers environmental and scientific expertise for complex projects across Canada.With local trust ...Voir plus

 • Offre sponsorisée

Earn money playing games - Remote

AlmediaLake Laberge 1, Yukon, Canada
Télétravail
Temps plein

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ...Voir plus

 • Offre sponsorisée

Nanny Wanted - Join Our Family In Whitehorse, Yukon! Hiring A Nanny For March Break – Apply Today!

CanadianNanny.caWhitehorse, Yukon, Canada
Temps plein

Hello, I hope you’re doing well.I’m reaching out to see if you might be interested in providing childcare support for my 8-year-old daughter during March break.We are looking for a pet-friendly, re...Voir plus

 • Offre sponsorisée

Strategic Business Planning and Reporting Manager (Anticipatory)

Employment and Social Development CanadaWhitehorse, YT, CA
Temps plein +1

Strategic Business Planning and Reporting Manager (Anticipatory).In addition to your salary, you will receive an Isolated Post Allowance.Join the Yukon’s RCMP’s Business Strategies and advise senio...Voir plus

 • Offre sponsorisée

Audit Manager CPA — Hybrid Yukon, Impactful Leadership

mckaycpasWhitehorse, YT, CA
Temps plein

A dynamic CPA firm in Whitehorse, Yukon is seeking an Audit Manager for a hybrid role.The successful candidate will have a CPA designation and at least 7 years of public accounting and audit experi...Voir plus

 • Offre sponsorisée

Mine Electrical Planner - FIFO from Western Canada

Hecla Mining CompanyWhitehorse, YT, CA
Temps plein

Reporting to the Maintenance Superintendent, the Mine Electrical Planner performs the electrical and instrumentation planning targeted primarily in our underground mine operations, ensuring safe, e...Voir plus

 • Offre sponsorisée

Earn up to $400 per Day by Playing Games and Taking Surveys

AlmediaMt. Lorne, Yukon, Canada
Temps plein

Since its launch 5 years ago, over 50MN users have earned and withdrawn over $150MN! The platform is rated 4.TrustPilot with over 230k+ reviews, establishing Freecash as one of the highest rated op...Voir plus

 • Offre sponsorisée

Dynamic Financial Planner for Mass Affluent Clientele Development

ScotiabankWhitehorse, YT, CA
Temps plein

Elevate your financial planning career by engaging with mass affluent clients.As a Financial Planner, you will provide tailored advice, leveraging your networks to achieve client financial goals.In...Voir plus

 • Offre sponsorisée

Senior Biologist - Trinity Consultants Canada

Trinity Consultants Canadawhitehorse, yt, ca
Temps plein

Senior Biologist - Whitehorse, Yukon Territory.Trinity Consultants Canada’s Water & Ecology team delivers environmental and scientific expertise for complex projects across Canada.With local trust ...Voir plus

 • Offre sponsorisée

Earn money testing apps - Remote

AlmediaLake Laberge 1, Yukon, Canada
Télétravail
Temps plein

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ...Voir plus

 • Offre sponsorisée

Earn extra income - Remote

AlmediaLake Laberge 1, Yukon, Canada
Télétravail
Temps plein

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ...Voir plus

 • Offre sponsorisée

Senior Biologist

Trinity Consultants CanadaWhitehorse, Yukon Territory, Canada
Temps plein

Senior Biologist - Whitehorse, Yukon Territory.Trinity Consultants Canada’s Water & Ecology team delivers environmental and scientific expertise for complex projects across Canada.With local trust ...Voir plus

 • Offre sponsorisée

Finance Leader for Canadian Operations

Chartered Professional Accountants of British ColumbiaWhitehorse, YT, CA
Temps plein

Elevate financial processes as an experienced Accounting Manager.Lead the full accounting cycle and ensure compliance, while delivering timely reporting and strategic insights for operations.This s...Voir plus