Unfortunately, this job posting is expired.
Don't worry, we can still help! Below, please find related information to help you with your job search.
Don't worry, we can still help! Below, please find related information to help you with your job search.
Related keywords
Some similar recruitments
Certified Financial Planner Jobs
Recruited by Objective Financial Partners Inc. 8 months ago
Address Greater Toronto Area, Canada
Investment Specialist-Mutual Funds, Bmo Investment Centre
Recruited by BMO 9 months ago
Address British Columbia, Canada
Investment Specialist - Financial Planning
Recruited by BMO 9 months ago
Address North Vancouver, British Columbia, Canada
Financial Associate Jobs
Recruited by Experior Financial Group 10 months ago
Address British Columbia, Canada
Financial Planner Jobs
Recruited by BMO 10 months ago
Address North Vancouver, British Columbia, Canada
Junior Planner - Cornerstone Planning Group
Recruited by BLANKSLATE Partners 10 months ago
Address Vancouver, British Columbia, Canada
Financial Planner - Abbotsford [Td Bank]
Recruited by CareerBeacon 10 months ago
Address Abbotsford, British Columbia, Canada
Financial And Investment Analyst
Recruited by ZOHSA Consulting And Financial Advisory Service 10 months ago
Address North Vancouver, British Columbia, Canada
Financial Advisor, Investment & Retirement Planning - Hillside Shopping Centre [Scotiabank]
Recruited by CareerBeacon 10 months ago
Address Victoria, British Columbia, Canada
Investment Specialist Associate - Maple Ridge/Pitt Meadows
Recruited by Scotiabank 10 months ago
Address Pitt Meadows, British Columbia, Canada
Financial Planner Jobs
Recruited by BMO 10 months ago
Address Vancouver, British Columbia, Canada
Investment Specialist Associate - West Vancouver, Bc
Recruited by Scotiabank 11 months ago
Address West Vancouver, British Columbia, Canada
Financial Planner, Investment And Retirement Planning
Recruited by RBC 11 months ago
Address Prince Rupert, British Columbia, Canada
Financial Planner, Investment And Retirement Planning
Recruited by RBC 11 months ago
Address Williams Lake, British Columbia, Canada
Investment Specialist Associate - North Vancouver, Bc
Recruited by Scotiabank 11 months ago
Address North Vancouver, British Columbia, Canada
Investment Specialist, Financial Planning
Recruited by BMO 1 year ago
Address Castlegar, British Columbia, Canada
Investment Specialist - Partner - Prospera Credit Union
Recruited by Aviso Wealth 1 year ago
Address New Westminster, British Columbia, Canada
Investment Specialist - Partner - Prospera Credit Union
Recruited by Aviso Wealth 1 year ago
Address Coquitlam, British Columbia, Canada
Financial Planner - Partner - Gulf & Fraser Financial Group
Recruited by Aviso Wealth 1 year ago
Address Burnaby, British Columbia, Canada
Investment Specialist / Financial Planner - Toronto East And Scarborough, On
Company | Scotiabank |
Address | Scarborough, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Banking |
Expires | 2023-08-13 |
Posted at | 11 months ago |
Requisition ID: 174576
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 : Scarborough
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.
- 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.
- Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
- You are actively working towards a Financial Planning designation. You have completed the education requirements towards a 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).
- Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
- 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.
- 3 years of experience in financial planning and investment sales.
- A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
- Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
- 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.
- Ability to provide an excellent client experience without going to the branch.
- A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient for them.
- A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.
- An entrepreneurial culture with the freedom to develop your career.
- A work culture that promotes diversity, respect, and inclusion.
- The ability to build long-lasting client relationships through exceptional advice and service.
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 : Scarborough
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.
-
Agente Ou Agent De Prévention De Soir Au Service De La Gestion Des Sentences
By Ministère de la sécurité publique At Montreal, Quebec, Canada 8 months ago
-
Lead Line Cook/Manager On Duty
By Impact Kitchen At Greater Toronto Area, Canada 8 months ago
-
Refinish Tech (Temporary) Jobs
By Boyd Group Services Inc. At Saskatoon, Saskatchewan, Canada 8 months ago
-
Vice President - Treasury
By Boyd Group Services Inc. At Winnipeg, Manitoba, Canada 8 months ago
-
Rock Mechanics Eit Jobs
By WSP in Canada At Greater Sudbury, Ontario, Canada 8 months ago