Talent.com
Financial Planner, Scotia Financial Planning - Moncton, NB
Financial Planner, Scotia Financial Planning - Moncton, NBScotiabank • Moncton, NB, CA
Financial Planner, Scotia Financial Planning - Moncton, NB

Financial Planner, Scotia Financial Planning - Moncton, NB

Scotiabank • Moncton, NB, 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 mass affluent prospects and existing clients. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
  • Client-centricity: 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 and identifying opportunities to deliver community information sessions and financial seminars to develop and expand your network and develop 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.
  • You’re a mutual fund certified professional with current accreditation and good standing for CIRO 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 customer relationship management (CRM), portfolio, and financial planning software.
  • The ability to build long-lasting client relationships through exceptional advice and service.
  • A partnership with our retail 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.

#financialplanner

Create a job alert for this search

Financial Planner, Scotia Financial Planning - Moncton, NB • Moncton, NB, CA

Similar jobs

Part-Time Remote Financial Planner | CFP/PFA/ChFC (Canada)

Addition WealthMoncton, Moncton Parish, CA
Remote
Part-time

A leading company in the financial sector is seeking an Experienced Financial Professional in Canada to join their part-time, contractor team.This role focuses on delivering personalized financial ...Show more

 • Promoted

Finance Private Tutoring Jobs Cocagne

SuperprofCocagne, 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

Remote Financial Planner for Growth-Oriented Business Owners

IRONSHIELD Financial Planning Inc.Moncton, Moncton Parish, CA
Remote
Full-time

A leading financial planning firm in Canada is seeking experienced financial planners to deliver comprehensive services to business owners, achieve sales targets, and maintain exceptional client sa...Show more

 • Promoted

Pet Sitter Wanted - Join Our Team As A Pet Sitter In Shediac, Nb!

PetSitter.comShediac, New Brunswick, Canada
Full-time

Looking for Reliable Pet Sitter I’m seeking someone trustworthy to either house sit or visit my home a few times daily to spend time with my two sweet dogs: a 3-year-old golden retriever and a 7-ye...Show more

 • Promoted

Leasing Agent - moncton

Gestion Zagoramoncton, nb, ca
Full-time

Gestion Zagora is a young and dynamic property management company with over 5 years of experience in the real estate industry.We own and manage several residential rental properties across Montréal...Show more

 • Promoted • New!

Manager, Legacy Giving - moncton

Cystic Fibrosis Canada / Fibrose kystique Canadamoncton, nb, ca
Full-time

Hybrid role – GTAH and Vancouver candidates are preferred.We are committed to a human-centered recruitment process and.Cystic Fibrosis Canada is looking for our next Manager, Legacy Giving to help ...Show more

 • Promoted • New!

Senior Financial Planning & Advisory Leader

Banque Nationale du CanadaCity of Moncton, NB, CA
Full-time

A leading Canadian bank is seeking a Chief Advisor for Financial Planning & Advisory Services.This role involves working with high-net-worth clients, providing comprehensive financial planning tail...Show more

 • Promoted

Nanny Wanted - Irishtown, New Brunswick After School Care And Summer Opportunity.

CanadianNanny.caIrishtown, New Brunswick, Canada
Full-time

Overview: I am looking to hire a mature individual to look after 3 children, ages 11, 8 , and 7 during the weekdays (Mon-Fri) after-school from 3:30pm- 5:30pm Irishtown, New Brunswick.How To Apply:...Show more

 • Promoted

Commissioning Planning Lead - moncton

Brunelmoncton, nb, ca
Full-time

Remote with Global Site Visits.Brunel is currently seeking a Commissioning Planning Lead on behalf of our mining client for a remote position with global site travel.The Commissioning Planner is re...Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausDundas, NB, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se...Show more

 • Promoted

Junior Financial Planner (Planning Focused) - moncton

RFL Wealth Managementmoncton, nb, ca
Full-time

Junior Financial Planner / Para Planner (Back-end Planning focused).Director of Financial Planning .RFL Wealth is Canada’s leading financial planning firm for medical professionals.We’re hiring a d...Show more

 • Promoted • New!

Manager - Financial Planning & Analysis

Embrace Software IncMoncton, Moncton Parish, CA
Permanent

Manager - Financial Planning & Analysis.Embrace Software Inc is a permanent‑capital software company that acquires and grows essential, mission‑critical businesses across Industrial, Healthcare, Fi...Show more

 • Promoted

Private Client Adviser /Securities Specialist / Financial Planner

TalentSphere Staffing SolutionsMoncton, Moncton Parish, CA
Full-time

Private Client Adviser / Securities Specialist / Financial Planner.Position: Private Client Adviser / Securities Specialist / Financial Planner.Location: Saskatchewan - REMOTE.Salary: $180,000 - $2...Show more

 • Promoted

Financial Planner, Scotia Financial Planning - Moncton, NB

ScotiabankMoncton
Full-time

Select how often (in days) to receive an alert:.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Please note that Scotiabank offers various inve...Show more

 • Promoted

Senior Financial Planner (Hybrid)

National BankMoncton, New Brunswick
Full-time +2

Advisory services, Commercial banking .Beyond sharing information, you contribute directly to the development of comprehensive, customized and high‑value financial plans designed for complex client...Show more

Remote Senior Financial Planner Specializing in Retirement Strategies

InvestorDNAMoncton, Moncton Parish, CA
Remote
Full-time

Elevate your career in financial planning by focusing on retirement strategies for high-income professionals.Use your expertise to create clear, actionable plans in a collaborative team environment...Show more

 • Promoted

Financial Controller (Contract, Nova Scotia & New Brunswick)

Rubicon PathMoncton, Moncton Parish, CA
Full-time

Financial Controller (Contract, Nova Scotia & New Brunswick).Our client in Halifax is looking for a Financial Controller for a 1-year contract.The role can be performed remotely from anywhere in No...Show more

 • Promoted

Wealth Advisor/Financial Planner

Fidelity CanadaMoncton, Moncton Parish, CA
Full-time

Wealth Advisor/Financial Planner (Fidelity Canada).Wealth Advisor/Financial Planner.Current work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you ...Show more