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Investment banker Jobs in Saskatoon, SK
Financial Planner - Lawson Heights Branch
ScotiabankSaskatoon, SK, CA- Promoted
Leadership and Mindset Mentor - WFH - Remote
Free Rein LifeSaskatoon, Saskatchewan, Canadabookkeeper
7 kings investment Group IncSaskatoon, SK, CAPersonal Banking Associate
The Toronto-Dominion Bank (Canada)Saskatoon, SaskatchewanInvestment Associate
Wellington-AltusSaskatoon, SK, CAInvestment Advisor
Royal Bank of Canada>SASKATOON, Canada- Promoted
Senior Indigenous Relations Manager
Nutrien Ag Solutions LimitedSaskatoon, Division No. 11, CanadaPrince Albert Development Corp. (PADC) Chief Executive Officer
BoydenSK, CAFinancial Planner, Investment & Retirement Planning
0000050007 Royal Bank of CanadaSASKATOON, Saskatchewan, CanadaFinancial Planning & Retirement Consultant
Co-operatorsSK, CAPersonal Banker
BMOSaskatoon, SKFirst Nations / Métis / Inuit Candidates - Saskatchewan, CIBC Banking Centre Positions
CIBCSaskatoon, SKPrivate Client Advisor
Staffing In MotionSaskatoon West, BC, ca- Promoted
Member Experience Specialist (Pension Benefits)
CSS Pension Plan (Co-operative Superannuation Society)Saskatoon, SK, CanadaIndigenous Junior Insurance Administrator
Spirit Omega Inc.Saskatoon, SK, CAMaterial Handler
Black & McDonaldSaskatoon, SKFinancial Planner, Investment & Retirement Planning
RBC - Royal BankSaskatoon, SKFinancial Planning Specialist
0000050339 Royal Trust Corporation of CanadaSASKATOON, Saskatchewan, CanadaSenior Analyst, Business Development
NutrienSaskatoon, SK, CAdigital marketing coordinator
SK ImmigrationSaskatoon, SK, CAFinancial Planner - Lawson Heights Branch
ScotiabankSaskatoon, SK, CARequisition ID : 214951
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
About the role
As a Financial Planner you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting / exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish / deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
Is this role right for you? In this role, you will :
- Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers
- Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for
- Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions
- Be highly engaged, educating customers, providing relevant insights and expert advice
- Demonstrate a collaborative approach when dealing with peers, customers, and partners
- Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
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?
Location(s) : Canada : Saskatchewan : Saskatoon
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.