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Financial planner Jobs in St. John's, NL

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Financial planner • st john s nl

Last updated: 3 hours ago
  • Promoted
Financial Planner, Scotia Financial Planning - St John's, NFLD

Financial Planner, Scotia Financial Planning - St John's, NFLD

ScotiabankSan Juan de Terranova, Terranova y Labrador, Canada
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fina...Show moreLast updated: 30+ days ago
  • Promoted
Chief Financial Officer

Chief Financial Officer

Design Manufacturing Inc.Mount Pearl, NL, Canada
Full-time
Mount Pearl, Newfoundland and Labrador, Canada.Mount Pearl, Newfoundland and Labrador, Canada.Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features.Direct m...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst - Finance

Financial Analyst - Finance

WorkplaceNLSan Juan de Terranova, Terranova y Labrador, Canada
Full-time
As Financial Analyst, you will play a pivotal role in the Finance Department.You will be accountable for the financial reporting of WorkplaceNL to Senior Management, the Board of Directors, and sta...Show moreLast updated: 30+ days ago
Senior Financial Analyst

Senior Financial Analyst

PAL AerospaceSt. Johns, NL, CA
Full-time +1
Our success is due to our people, and we’re looking for more great people to join our team.If you enjoy working in a fast-paced environment, have a love for travel, enjoy meeting with people and ta...Show moreLast updated: 1 day ago
Financial Wellness Advisor - Remote Opportunity

Financial Wellness Advisor - Remote Opportunity

AO Globe Life - Nzube Justin EjifughaSt. John's, NL, CA
Remote
Full-time
Quick Apply
Are you passionate about helping individuals and families secure their financial future?.Do you thrive in a role where you can make a tangible difference in people's lives while enjoying the flexib...Show moreLast updated: 5 days ago
  • Promoted
Financial Systems Manager, Accounting Systems Development

Financial Systems Manager, Accounting Systems Development

AffirmSan Juan de Terranova, Terranova y Labrador, Canada
Full-time
Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.Our Accounting organizati...Show moreLast updated: 21 days ago
Planner

Planner

City of Mount PearlMount Pearl, NL, CA
Full-time +1
Department of Planning, Engineering & Development.Mount Pearl is a vibrant, progressive community with an exceptional quality of community life and a strong sense of home.We are home to 23,000 peop...Show moreLast updated: 23 days ago
Entry Level - Financial Support Representative

Entry Level - Financial Support Representative

AO Globe Life - Woodley Paul-HectorSt. John's, NL, CA
Full-time
Quick Apply
Empower Your Future with AO Globe Life" Job Title : Financial Support Representative Company : AO Globe Life Location : Open to residents of the U. Illinois, Virginia, California) and Canada Are you dr...Show moreLast updated: 30+ days ago
Planner

Planner

Town of ParadiseParadise, Newfoundland and Labrador, Canada
Full-time
The Town of Paradise is inviting applications for the position of Planner (Maternity Leave Replacement).Under the direction of the Director of Planning and Protective Services this position is prim...Show moreLast updated: 30+ days ago
  • Promoted
Financial Planning Associate (Atlantic Wide Opportunity)

Financial Planning Associate (Atlantic Wide Opportunity)

Royal Bank of Canada>San Juan de Terranova, Terranova y Labrador, Canada
Full-time
As an Associate you will provide value added sales support and responsive value based client contact for a team of Financial Planners. You will be responsible to help meet unit / team sales objectiv...Show moreLast updated: 4 days ago
  • Promoted
Senior Specialist, Financial Controls

Senior Specialist, Financial Controls

IntactSan Juan de Terranova, Terranova y Labrador, Canada
Permanent
Our employees are at the heart of everything we do.Together, we help people, businesses, and society prosper in good times and be resilient in bad times. Our employee promise represents Intact’s com...Show moreLast updated: 19 days ago
  • Promoted
  • New!
Financial Analyst

Financial Analyst

HKA EnterprisesSan Juan de Terranova, Terranova y Labrador, Canada
Full-time
Location : This individual will work 100% remote • • • •.We are looking for a Financial Analyst to support Enterprise Operations Supply Chain Finance, Cost and Compliance group.It is a dynamic group con...Show moreLast updated: 3 hours ago
  • Promoted
Financial Planning Associate (Atlantic Wide Opportunity)

Financial Planning Associate (Atlantic Wide Opportunity)

RBCSan Juan de Terranova, Terranova y Labrador, Canada
Full-time
This is an Atlantic Wide Opportunity.As an Associate you will provide value added sales support and responsive value based client contact for a team of Financial Planners.You will be responsible to...Show moreLast updated: 9 days ago
  • Promoted
SUN LIFE Financial Advisor

SUN LIFE Financial Advisor

Financière Sun LifeSan Juan de Terranova, Terranova y Labrador, Canada
Permanent
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self. Financial advisors love to build long-term relationships...Show moreLast updated: 23 days ago
  • Promoted
Financial Planner - St. John's, NL

Financial Planner - St. John's, NL

TDSan Juan de Terranova, Terranova y Labrador, Canada
Full-time
John's, Newfoundland and Labrador, Canada.This role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opp...Show moreLast updated: 30+ days ago
  • Promoted
Planner III

Planner III

Government of Newfoundland and LabradorSan Juan de Terranova, Terranova y Labrador, Canada
Full-time
Government of Newfoundland and Labrador.Be among the first 25 applicants.Government of Newfoundland and Labrador.Government of Newfoundland and Labrador provided pay range.This range is provided by...Show moreLast updated: 21 days ago
  • Promoted
Financial Planning Associate (Atlantic Wide Opportunity)

Financial Planning Associate (Atlantic Wide Opportunity)

Royal Bank of CanadaSan Juan de Terranova, Terranova y Labrador, Canada
Full-time
As an Associate you will provide value added sales support and responsive value based client contact for a team of Financial Planners. You will be responsible to help meet unit / team sales objectiv...Show moreLast updated: 4 days ago
  • Promoted
Financial Service Representative

Financial Service Representative

Canadian Imperial Bank of CommerceMount Pearl, NL, Canada
Full-time
We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strength...Show moreLast updated: 19 days ago
Financial Planner, Scotia Financial Planning - St John's, NFLD

Financial Planner, Scotia Financial Planning - St John's, NFLD

ScotiabankSan Juan de Terranova, Terranova y Labrador, Canada
30+ days ago
Job type
  • Full-time
Job description

Requisition ID : 228401

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within our Global Asset Management Division.

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. As a dedicated entrepreneur, you know how to leverage your external networks and centres of influence and understand that growing a practice is all about building new and long-term relationships. 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.

You also enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and them. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements. You will also establish business development opportunities with prospects and clients within the assigned market area. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture!

Is this role right for you? In this role, you will :

Promote the development and sustainable growth of proprietary investment business in the assigned market area by :

  • Business Development : Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional business development opportunities and facilitating the implementation of an investment solution and / or referral to the appropriate partners.
  • Client-Centric : Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
  • Community Involvement : Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have :

  • 3 years of experience in financial planning and investment sales.
  • Your mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You have successfully completed a Personal Financial Planning (PFP) designation and / or a Certified Financial Planner (CFP) designation.
  • Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
  • You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
  • What’s in it for you?

  • An entrepreneurial culture with the freedom to develop your career.
  • A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient.
  • A compensation structure 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 partnership with our branches and access to Scotia Global Asset Management to deliver an excellent client experience.
  • A work culture that promotes diversity, respect, and inclusion.
  • Other Information

  • Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.
  • Another stream to our financial planning advice lays within the Canadian Retail Banking Division. This role is called Financial Advisor, Investment & Retirement (FAIR). If you are interested in learning more about this role, please review the “Financial Planner, Branch Network” posting

    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.

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