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Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

ScotiabankOshawa, ON, CA
Full-time

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for cont... Show more

Architectural Design Graduate

AECOMPickering, Ontario, Canada
Full-time

Buildings + Places Architectural team is seeking an .AECOM Buildings + Places Canada (B+P Canada).Assignments may include, although not limited to: Water facilities, Industrial, Tran... Show more

Area Manager Intern – Summer 2027 (Canada)

Amazon Canada Fulfillment Services, ULC - B85Whitby, Ontario, CAN
Full-time

Power that runs the world | Discover careers in Operations.Operations roles at Amazon put you at the center of how things move from a click to a doorstep.You'll help design, improve, and run system... Show more

CAD Technician - Nuclear Construction

KiewitOshawa, ON, CA
CA$76,000.00 yearly
Full-time

We are currently looking for a CAD Technician to support our Survey team in Bowmanville for the completion of the SMR-X Project .Our experience and expertise span all aspects of the nuclear-related... Show more

Student Optician-Oshawa, ON-LensCrafters

EssilorLuxottica GroupOshawa, ON, CA
Part-time

Benefits/Incentive Information.LensCrafters is a place for visionaries.We’ve got a vision for pairing state-of-the-art technology with a truly personal approach to eye care.Everything we do is cent... Show more

Business Development Representative

VeoliaPickering, Ontario, Canada
CA$90,000.00–CA$110,000.00 yearly
Full-time

The Business Development Representative is responsible for securing new business opportunities and.The core focus of this position is the sale of waste management services throughout Ontario with a... Show more

Test & Commissioning Leader

AlstomWhitby, ON, CA
CA$95,000.00 yearly
Full-time

At Alstom, we understand transport networks and what moves people.From high-speed trains, metros, monorails, and trams, to turnkey systems, services, infrastructure, signalling and digital mobility... Show more

Field Operations Associate II

Grainger BusinessesOSHAWA, ON, CA
Full-time

At Grainger, We Keep the World Working® by serving more than 4.MRO) products and value-added solutions delivered through innovative technology and deep customer expertise.Known for its commitment t... Show more

Customer Service Representative

TWO MEN AND A TRUCKPickering, ON, CA
Part-time

Looking for a qualified customer service representative for your business? Feel free to use this copy-paste friendly template as is or customize it based on your specific requirements.Main Responsi... Show more

Part-Time Education Coordinator

Oxford Learning Centres, Inc.Pickering, Ontario, Canada
Part-time

Part-Time Education Coordinator Wanted.Want to add rockstar to your job title? Searching for more meaning in your career? Look no further!.Gain valuable teaching experience! Work with kids and thei... Show more

CAN Driver

FedExWHITBY, Ontario, CA
CA$21.74 hourly
Part-time

To assist management in overseeing daily sort, delivery / pickup activities and remote domicile location/feeder Ops (where applicable).Leads the sector as assigned ensuring best practices and effec... Show more

Nurse Practitioner – Primary Care & Mental Health

HealthOPMOshawa, ON, Canada
CA$123,400.00 yearly
Full-time
Quick Apply

If you’re looking for an NP role where you can use the.HealthOPM is recruiting a Nurse Practitioner for a community-focused primary care role in Oshawa.You’ll provide autonomous care to individuals... Show more

Retail Sales Associate, Oshawa Centre 1

Bell CanadaOshawa, ON, CA
Full-time +1

It drives us to innovate, explore, and stay close to what matters to us most.At Bell, we’re building a more connected future through world-class networks, AI-powered solutions, and digital experien... Show more

Quality Control Receipt Inspector (Nuclear)

Black & McDonald LimitedPickering, Ontario, Canada
CA$80,000.00 yearly
Full-time

Black & McDonald's Power Generation team is growing! If you are committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you.Th... Show more

Life Insurance Account Representative

Stephanie Gordon - Desjardins Insurance AgentWhitby, Ontario, Canada
CA$50,000.00 yearly
Full-time

Life Insurance Representative - Desjardins Agent Team Member.Stephanie Gordon, Desjardins Insurance Agent is seeking a qualified professional to join her team as a.We are looking for a motivated an... Show more

Sales and Benefits Specialist - WFH

HMG CareersOshawa, Ontario
CA$69,000.00 yearly
Remote
Full-time
Quick Apply

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ... Show more

Senior Business Analyst

Ontario Power GenerationOshawa, ON, CA
Full-time

University degree in a STEM (Science, Technology, Engineering, Mathematics) discipline.Colonel Sam Drive, Oshawa, Ontario L1H 8W8.Electrify your career and help build a brighter tomorrow.Every gene... Show more

Sales Associate - Oshawa Centre

Rogers CommunicationsOshawa, ON, CA
Full-time +2

Our branded retail team is at the heart of our success.We represent the welcoming spirit of our company.Our retail teams are outgoing and approachable individuals who understand how our products an... Show more

Bilingual Sales Consultant - Mercedes-Benz Durham (26280)

Zanchin Automotive GroupWhitby, Ontario, Canada
Full-time

Bilingual Sales & Leasing Consultant (Vehicle Product Specialist) career and employment opportunity awaits you.Zanchin Automotive Group, a privately-owned network of 35+ successful dealers... Show more

Elexicon Energy | Contract Administrator

The MEARIE GroupAjax, Ontario, Canada
CA$76,800.00–CA$96,000.00 yearly
Full-time

As the fourth largest local distribution company in Ontario, Elexicon Energy proudly provides safe and reliable electricity to nearly 200,000 residential and business customers in Durham Region as ... Show more

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Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

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

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

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.
  • Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
  • Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
  • Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.


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

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed the CIFP/CFP designation or bank recognized equivalent.
  • Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
  • Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.


What’s in it for you?

  • Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
  • An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
  • A supportive work environment that promotes work-life balance.
  • Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.

#financialplanner