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Last updated: 2 days ago

Financial Planner, Scotia Financial Planning - Kingston

ScotiabankKingston, ON, CA
Full-time

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 ex...Show more

Security Guard

AFIMAC CanadaKingston, Ontario, CA
Full-time +1

AFIMAC is seeking licensed Security Guards for upcoming projects throughout the province of Ontario.Please note this is a temporary contract position, so it may not be suitable to someone currently...Show more

Insurance Advisor Life, Health & Wealth

Royal Bank of Canada>KINGSTON, Canada
Full-time

We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provid...Show more

Real Estate Sales Representative

Royal LePage Real EstateKingston, Ontario, Canada
Full-time

Royal LePage is committed to helping you launch your real estate career by providing the industry-leading training, lead generation and technology you need to accelerate your growth.With a culture ...Show more

Funds Processing Administrator

Desjardins Financial Security Independent Network - Ottawa #118Kingston, Ontario, Canada
Full-time

Funds Processing Administrator.Full-Time | Desjardins Financial Security Investments.Funds Processing Administrator.This is a critical back-office role responsible for ensuring investment transacti...Show more

Arithmetic Private Tutoring Jobs Amherstview

SuperprofAmherstview, Canada
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more

 • Promoted

Business Banking Relationship Manager Trainee

BMOKingston, ON, CAN
Full-time +1

Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO’s market share.Applies professional consultative sales ...Show more

Accounting clerk

Advantage PersonnelKingston, ON, Canada
Full-time

Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Experience: 1 year to less than 2 years.Assess fixed assets and depreciation.Perform fin...Show more

Veterinarian, Beardall Animal Hospital

VCA CanadaKingston, Ontario, Canada
Full-time

Compensation: $100,000 to $150,000 per year, depending on experience and skills.As a successful candidate, you understand the importance of building relationships with our pet parents and support t...Show more

Warehouseperson

Findlay Foods (Kingston) LtdKingston, ON, Canada
Permanent

Education: No degree, certificate or diploma.Experience: Experience an asset.Retail/wholesale establishment/distribution centre.Load, unload and move products and materials by hand or with basic ma...Show more

Armed Guard

Brink´sKingston ON
Part-time

We deliver the highest level of customer service to all of our customers from coast-to-coast which means we’re looking for more people who are looking to drive a career that allows them to grow and...Show more

Freight Broker (Operating) Agent - Challenger (All Locations)

Challenger Motor Freight Inc.Kingston, ON
Remote
Full-time

Challenger is seeking motivated individuals to join our team as Freight Broker (Operating) Agent.As a Freight Broker Agent, you'll play a pivotal role in expanding our customer base and providing t...Show more

Experienced Asphalt Technician

EXPKingston, ON, Canada
Full-time

Experienced Asphalt Technician.At EXP, we’re driven to provide innovative solutions for the world’s built and natural environments.As a team of engineers, architects, designers, scientists, creator...Show more

Sales Development Specialist Data Center Services (APAC timezone)

RM Staffing B.V.Kingston, ON, CA
Full-time

Reboot Monkey is a global datacenter services provider headquartered in Haarlem, Netherlands, operating.We deliver colocation, IP transit, smart hands, remote hands, and managed datacenter services...Show more

Financial Planner, Scotia Financial Planning - Kingston

ScotiabankKingston, ON, CA
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 more

Security Guard Kingston Health Sciences Centre

ClassetKingston, ON, CA
Full-time
Quick Apply

Paladin Security is Hiring Full Time Healthcare Security Guards at Kingston Health Science Center!.Kingston Health Science Center.Days: 08:00–20:00 | Nights: 20:00–08:00).Averaging Agreement (AA) a...Show more

L1 Service Support Analyst

Queen's UniversityKingston, Ontario, CA (On-site)
Permanent

Queen’s University is the Canadian research intensive university with a transformative student learning experience.Here the employment experience is as diverse as it is interesting.We have opportun...Show more

Insurance Advisor Life, Health & Wealth

0000050824 RBC Life Insurance CompanyKINGSTON, Ontario, Canada
Full-time

We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provid...Show more

Inside Sales Associate

WestburneKingston, ON, CA
Full-time

Westburne is much more than electrical products.We are Canada's market leader in energy solutions, renewables, lighting, wire & cable, automation and connected network solutions.We have access to t...Show more

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Financial Planner, Scotia Financial Planning - Kingston

Financial Planner, Scotia Financial Planning - Kingston

ScotiabankKingston, ON, CA
30+ days ago
Job type
  • Full-time
Job description

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 Advisor, Investment & Retirement, Branch Network” posting.

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