25 meilleures offres (financial planner, toronto, on) (à pourvoir)

Financial Planner, Scotia Financial Planning - Kleinburg, ON
Scotiabank —Vaughan, ON
- Vente
- Déplacements à prévoir
il y a 7 jours
Claims Consultant, Specialty (E+O/D+O/Commercial Crime)
Intact —Mississauga, ON
- De 118 700 $ à 145 100 $ par an
- Temps plein
- Travail hybride
- Baccalauréat
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- Plan d'actionnariat des employés
il y a 6 jours
Director, Member Experience (Retail Banking)
Alterna Savings —Toronto, ON
- De 115 000 $ à 130 000 $ par an
- Travail hybride
- Hospitalité
- Vente
- Microsoft Office
Postuler rapidement
Regional Manager, Scotia Financial Planning - Toronto, ON
Scotiabank —Toronto, ON
- Vente
- Développement commercial
- Affaires
il y a 7 jours
Claims Advisor, Specialty (E+O/D+O/Commercial Crime)
Intact —Mississauga, ON
- De 80 700 $ à 98 700 $ par an
- Temps plein
- Travail hybride
- Baccalauréat
- Déplacements à prévoir
- Compétences en communication
- Plan d'actionnariat des employés
il y a 6 jours
Total Wealth Planning Associate - Mississauga/Oakville
Scotiabank —Mississauga, ON
- Finance
- Baccalauréat
- Affaires
il y a 2 jours
Financial Planner I (CIRO-MFD)
CIBC —Richmond Hill, ON
- Temps plein
12 h
Investment Retirement Planner - Mississauga
Royal Bank of Canada —Mississauga, ON
- Temps plein
- Développement commercial
- Réseaux informatiques
- Heures d'arrivée et de départ flexibles
Financial Advisor, Investment & Retirement Planning - HUMBERTOWN CENTRE, ETOBICOKE
Scotiabank —Etobicoke, ON
- Vente
il y a 7 jours
Senior Financial Planner
King's Pastry Inc. —Mississauga, ON
- De 100 000 $ à 130 000 $ par an
- Temps plein
- Microsoft Excel
- Gestion des stocks
- Systèmes PGI
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 14 jours
Advisor Internship Program (AIP) (Toronto/Waterloo/Ottawa)
Raymond James Financial, Inc. —Toronto, ON
- À partir de 60 000 $ par an
- Temporaire
- Vente
- Finance
- Capacités de présentation
- Bourses d'Études
- Congés payés
PIA Client Relationship Associate
TD Bank —Brampton, ON
- De 45 000 $ à 59 000 $ par an
- Temps plein
- Expérience administrative
- Baccalauréat
- Intelligence artificielle
- Congés payés
il y a 2 jours
Senior Associate, Family Office Services
MNP —Toronto, ON
- De 135 000 $ à 165 000 $ par an
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Risk Manager
AtkinsRéalis —Mississauga, ON
- Temps plein
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Financial Planner II (CIRO-ID)
CIBC —Unionville, ON
- Temps plein
Financial Planner II (CIRO-ID) [Newmarket / Aurora]
CIBC —East Gwillimbury, ON
- Temps plein
Leader
Edward Jones —Mississauga, ON
- De 115 900 $ à 197 300 $ par an
- Temps plein
- Microsoft Office
- Finance
- Esprit d'analyse
- Régimes de participation aux bénéfices
Snr. Financial Advisor/Snr. Financial Services Specialist (IIROC)
CIBC —Toronto, ON
- Temps plein
Contract Role - Financial Advisor, Investment & Retirement Planning - SCARBOROUGH TOWN CENTRE
Scotiabank —Scarborough, ON
- Contrat
- Vente
il y a 7 jours
Senior Manager, Wealth & Tax Advisory
Baker Tilly WM —Toronto, ON
- De 130 000 $ à 170 000 $ par an
- Heures supplémentaires
- Travail hybride
- Compétences en communication
- Aide au Transport Quotidien
- Assurance Dentaire
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Senior Liability Examiner – Hybrid – Toronto, ON
Davies —Toronto, ON
- De 67 200 $ à 93 300 $ par an
- Temps plein
- Travail hybride
- Service à la clientèle
il y a 8 jours
Investment Advisor
Royal Bank of Canada —Toronto, ON
- Temps plein
- Vente
- Affaires
- Marketing
Associate Investment Advisor I
TD Bank —Mississauga, ON
- De 42 500 $ à 57 500 $ par an
- Temps plein
- Baccalauréat
- Compétences en communication
- Congés payés
Community General Manager, Imperial Service
CIBC —Mississauga, ON
- Temps plein
12 h
Intermediate Cost Controller
AtkinsRéalis —Mississauga, ON
- Temps plein
- Travail hybride
- Microsoft Excel
- Microsoft Office
- Baccalauréat

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial planner (toronto, on)

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Financial Planner, Scotia Financial Planning - Kleinburg, ON

Scotiabank
Vaughan, ON

Postuler dès maintenant

Détails du poste

Il y a 7 jours

Compétences

Investissement
Vente
CFP
MFDA
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Acquisition de clients
Permis de conduire

Description complète du poste

Requisition ID: 267071

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 Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within our Global Asset Management Division.

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. As a dedicated entrepreneur, you know how to leverage your external networks and centres of influence and understand that growing a practice is all about building new and long-term relationships. 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.

You also enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and them. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements. You will also establish business development opportunities with prospects and clients within the assigned market area. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture!

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.

Location(s): Canada : Ontario : Vaughan || Canada : Ontario : Woodbridge

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. 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.

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial planner (toronto, on)

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