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Last updated: 10 days ago

Financial Advisor, Investment & Retirement Planning - Fergus, Ontario

scotiabankFergus, 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

Casual Occ Health Nurse

kii healthElora, Ontario, Canada, N0B 1S0
CA$35.00–CA$45.00 hourly
Full-time
Quick Apply

Kii Health combines the latest technology with a national network of healthcare professionals to empower healthier living.We support mental health, well-being, and productivity for clients across C... Show more

Sales Development Representative | Composite Power Group (Ontario)

electrical automation industryFergus, Ontario, Canada
CA$70,000.00–CA$95,000.00 yearly
Full-time +1

SALES DEVELOPMENT REPRESENTATIVE.Composite Power Group has operated as an electrical utility sales representative for over 45 years.Our sales team takes the initiative to connect the suppliers in o... Show more

Real Estate Sales Representative

royal le page real estateElora, Ontario, Canada
CA$50,000.00 yearly
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

Remote Work - No Experience - Product Tester

great lion canadaGuelph/Eramosa, Ontario
CA$25.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Registered Veterinary Technician - Wellington Veterinary Services

vet care canadaElora, ON, CA
CA$25.00–CA$27.00 hourly
Full-time +1
Quick Apply

Welcome, we're thrilled you are considering joining the highly skilled team at Wellington Veterinary Services Learn More Wellington Veterinary Services in Elora, ON is looking for a part-time team ... Show more

Financial Advisor, Investment & Retirement Planning - Fergus, Ontario

Financial Advisor, Investment & Retirement Planning - Fergus, Ontario

scotiabankFergus, 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.

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