Financial planner Jobs in Mount Pearl, NL
Financial Planner, St John's
ScotiabankSt John's, NL, CA
Chief Financial Officer
Memorial University of NewfoundlandSt. John's, Newfoundland and Labrador
Market Financial Center Manager - Jacksonville South Market - Spanish Language Preferred
Bank of AmericaSaint Johns
Heavy Duty Mechanic
GFL EnvironmentalNewfoundland, Newfoundland and Labrador
SR Financial Functional Consultant - Workday Success Plans - Spend Management
Workday, Inc.NL, Canada
Senior Financial Analyst, Internal Controls
Intact Financial CorporationSt. John's, Newfoundland and Labrador, Canada
Financial Service Representative
goeasyMount Pearl, Newfoundland & Labrador, Canada
Vendor Services Financial Manager, Deloitte Global Technology
DeloitteSt. John's, NL
Saltwater Production Manager
Cooke Inc.s, NL, CA
Controller
Meridia Recruitment SolutionsNewfoundland and Labrador
SUN LIFE FINANCIAL ADVISOR
Sun LifeSt. John's, Newfoundland and Labrador
Senior Financial Functional Consultant - Advisory Workday Success Plans
Canada Workday ULCNL, Canada
finance manager
Seabase Newfoundland LimitedSt. John's, NL, CA
finance manager
Magic Wok LimitedSt. John's, NL, CA
Financial Analyst
Accountant StaffingSt. John's, NL
Tax & Estate Planning Accountant
IG Wealth ManagementNewfoundland & Labrador, Canada
Bilingual Client Services Specialist (French / English)
Questrade Financial GroupNewfoundland, Newfoundland and Labrador, Canada
Financial Services Representative
CIBCSt. John's, NL
Investment Advisor
Royal Bank of Canada>ST. JOHN'S, CanadaFinancial Planner, St John's
ScotiabankSt John's, NL, CARequisition 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 :
What’s in it for you?