Financial Planner - Nelson Road Branch

Scotiabank
Saskatoon, SK
$34,5 an hour (estimated)
Full-time

Requisition ID : 199102

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

Financial Planner :

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

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.

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.

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.

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

  • Conduct 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.
  • Natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  • You're self-directed, performance -oriented in your approach in discovering our clients needs, listening to understand what they are looking for, customized financial strategies and solutions.
  • Be highly engaged, educate clients, provide relevant insights and expert advice.
  • Demonstrate a collaborative approach when dealing with peers, clients, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.

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 Personal Financial Planning (PFP®) designation and / or a Certified Financial Planner (CFP®) designation.
  • You're a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • 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.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What's in it for you?

  • A competitive compensation and benefits package 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 work culture that promotes diversity, respect, and inclusion.
  • An organization committed to making a difference in our communities - for you and your clients.

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.

30+ days ago
Related jobs
Scotiabank
Saskatoon, Saskatchewan

Successfully completed the Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. 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. Con...

Scotiabank
Saskatoon, Saskatchewan

You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:. Developing, retaining and growing the branch busines...

Scotiabank
Saskatoon, Saskatchewan

You won't need to wait for a vacancy in your branch or move to another branch to elevate your career. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by:. Developing, retaining and growing the branch busines...

Promoted
Procom
Canada

Senior Business Analyst Job Details:. ...

Promoted
Ascendion
Canada

Business Data Analyst across various business areas. Bachelor’s degree in Business Analytics, Mathematics or Statistics, or a related field. ...

Promoted
RE Partners
Canada

The IT Business Lead Analyst for FX Risk technology will be a part of the FX Risk application team. Identify and communicate risks and impacts and propose risk mitigation options, considering business implications of the application of technology to the current business environment. Evaluate new IT ...

Promoted
LTIMindtree
Canada

Title: Data Business System Analyst. Communicate with the Business Data System Owner and Business Data Steward on metric updates. This role will be responsible for translating business needs into technical requirements, managing logical data models, and working closely with ingestion and curation te...

Promoted
Dasro Consulting Inc.
Saskatchewan, Canada

Assemble a project team to determine preferred AI/NLP software to meet business needs and project objectives of timelier case ascertainment or staging data and ensure sustainability over time. Bachelor’s degree or diploma in computer science, business administration, engineering or health care. ...

Keywords Studios
CA
Remote

Finance Transformation Manager. Stakeholder Collaboration: Collaborate with key stakeholders, including finance, IT, and service line leaders, to understand business needs and align finance transformation initiatives accordingly. This role requires a strong understanding of finance operations, proce...

Stantec
Saskatoon, Saskatchewan

Senior Project Controller - ( 240002W9 ). ...