Financial Planner Intern Jobs in Ontario

Be part of a Finance team responsible for the accurate and timely reporting for an entity with over 200,000 managed vehicles;

Provide information (including various reports and insight) to Finance and other departments;

Excellent interpersonal, verbal and written communication skills; and

Assist with various month-end and quarter-end reporting;

Review current processes with an eye towards efficiency, and create process documentation;

Assist with the insurance certificate process;

Maintain a culture of risk management and control, supported by aligned risk appetite

Complete Wealth Management Essentials (WME) within first 30 months in role

Be knowledgeable of best practices and procedures and stay ahead of emerging trends

University Degree and/or 3-5 years industry experience

Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

Contribute to team and department goals while strengthening customer service and dedication

Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets

Minimum 3 years’ experience in financial planning

Proven networking and client acquisition skills

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

Financial Planning Designation (PFP or CFP)

A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.

Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)

Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.

3 years of experience in financial planning and investment sales.

Ability to provide an excellent client experience without going to the branch.

A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.

Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)

Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.

3 years of experience in financial planning and investment sales.

Ability to provide an excellent client experience without going to the branch.

A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.

Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)

Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.

3 years of experience in financial planning and investment sales.

Ability to provide an excellent client experience without going to the branch.

A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

Excellent skills and working knowledge of AutoCAD 2020 (or above)

Studying as a Post-secondary education Architectural Technologist or equivalent

Good organizational, interpersonal and communication skills

Good problem solving and analytical skills

Good knowledge of designing process

Working knowledge of related computer applications (MS Office Professional, MS Project)

Prepare monthly management reporting deliverables that clearly communicate actual performance vs. budget and key metrics.

Any accounting, finance, or audit related work experience

May perform additional ad-hoc projects or provide support to other teams within Finance upon request

Ability to manage multiple priorities and meet deadlines

Excellent communication and interpersonal skills

Experience with Microsoft Office, specifically Microsoft Excel, Word, and PowerPoint

A partnership with our branches and access to Scotia Global Asset Management to deliver an exceptional client experience.

Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)

Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.

3 years of experience in financial planning and investment sales.

Ability to provide an excellent client experience without going to the branch.

A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.