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Investment Retirement Planner Jobs

Financial Planner/Investment Specialist - Rockland Center [Scotiabank]
By CareerBeacon At Montreal, Quebec, Canada
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.
Financial Advisor, Investment & Retirement Planning - Hillside Shopping Centre [Scotiabank]
By CareerBeacon At Victoria, British Columbia, Canada
Demonstrated sales management experience and the ability to market Scotiabank
Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
A minimum three years experience of financial planning and investment sales experience
A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role
Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for
Be highly engaged, educating customers, providing relevant insights and expert advice
Financial Advisor, Investment & Retirement Planning - Toronto, On [Scotiabank]
By CareerBeacon At Toronto, Ontario, Canada
Demonstrated sales management experience and the ability to market Scotiabank
Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
A minimum three years experience of financial planning and investment sales experience
A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role
Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for
Be highly engaged, educating customers, providing relevant insights and expert advice
Investment Specialist / Financial Planner - Edmonton, Ab [Scotiabank]
By CareerBeacon At Edmonton, Alberta, Canada
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.
Financial Planner, Investment And Retirement Planning
By RBC At Kingston, Ontario, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Investment Specialist / Financial Planner - Newmarket And Aurora, On
By Scotiabank At London, Canada Metropolitan Area
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.
Investment Specialist / Financial Planner - Toronto East And Scarborough, On
By Scotiabank At Scarborough, Ontario, Canada
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.
Investment Specialist / Financial Planner - Mississauga, On
By Scotiabank At Mississauga, Ontario, Canada
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.
Financial Planner, Investment & Retirement Planning
By RBC At Dryden, Ontario, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Investment Specialist / Financial Planner - Toronto, On
By Scotiabank At Toronto, Ontario, Canada
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.
Retirement Home Coordinator Jobs
By Southbridge Care Homes At Kemptville, Ontario, Canada
Superb organizational, time management and multi- tasking skills
2-3 years’ experience in a Retirement setting preferred
Knowledge of the Retirement Home Regulatory Authority legislation is required
Excellent oral and written communication skills are essential
Marketing and sales experience is an asset
Oversee day-to-day operations of the Retirement Home
Financial Planner, Investment And Retirement Planning
By RBC At Prince Rupert, British Columbia, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Financial Planner, Investment And Retirement Planning
By RBC At Williams Lake, British Columbia, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Investment Specialist / Financial Planner - Toronto West
By Scotiabank At Etobicoke, Ontario, Canada
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.
Investment Specialist / Financial Planner - Bracebridge, Ontario
By Scotiabank At Bracebridge, Ontario, Canada
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.
Financial Planner, Investment Retirement Planning
By RBC At Kawartha Lakes, Ontario, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Housekeeping Aide - Orchard Villa Retirement
By Southbridge Care Homes At Pickering, Ontario, Canada
Knowledge of housekeeping & laundry procedures and Best Practices principles an asset
Knowledge of infection prevention and control practices an asset
Long-term care experience an asset
Vacuuming, sweeping, dry/wet mopping, scrubbing, sanitizing/disinfecting floors; spot cleaning walls, windows and doors, dusting, rearranging furniture, removing waste;
Ensure privacy of residents during performance of duties.
Cooperates with other departments in such tasks as transferring residents, moving and storing supplies furniture and equipment.
Financial Planner, Investment And Retirement Planning
By RBC At Slave Lake, Alberta, Canada
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
Investment Specialist / Financial Planner - Trenton, On
By Scotiabank At Trenton, Ontario, Canada
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.
Investment Specialist / Financial Planner - Pickering, Whitby, Oshawa, Ajax, Clarington, On
By Scotiabank At Pickering, Ontario, Canada
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.

Are you looking for a rewarding career that allows you to help others plan for their retirement? Join our team as an Investment Retirement Planner and make a difference in people's lives! With our competitive salary and benefits package, you'll be able to make a positive impact on your clients' financial futures.

An Investment Retirement Planner is a financial professional who helps individuals and businesses plan for retirement. They provide advice on investments, retirement planning, estate planning, and other financial matters. They may also provide advice on tax planning, insurance, and other financial services. To become an Investment Retirement Planner, you will need to have a bachelor's degree in finance, economics, accounting, or a related field. You may also need to obtain certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation. Skills required for Investment Retirement Planners include strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work independently. Knowledge of financial markets, investments, and retirement planning is also important. Responsibilities of Investment Retirement Planners include developing retirement plans, analyzing investments, and providing advice on financial matters. They must also stay up to date on the latest financial trends and regulations. Experience in the financial services industry is beneficial for Investment Retirement Planners. Many employers prefer candidates who have at least two years of experience in the field. Qualifications for Investment Retirement Planners include a bachelor's degree in finance, economics, accounting, or a related field. Many employers also prefer candidates who have obtained certifications such as the CFP or CFA designation. Education requirements for Investment Retirement Planners include a bachelor's degree in finance, economics, accounting, or a related field. Many employers also prefer candidates who have obtained certifications such as the CFP or CFA designation. Tools that help Investment Retirement Planners work better include financial planning software, portfolio management software, and retirement planning calculators. Good tips to help Investment Retirement Planners do more effectively include staying up to date on the latest financial trends and regulations, networking with other professionals in the industry, and staying organized.

Common Investment Retirement Planner interview questions include:

• What experience do you have in the financial services industry?
• What qualifications do you have for this position?
• How would you handle a client who is not satisfied with your advice?
• What strategies do you use to stay up to date on the latest financial trends and regulations?
• What do you think are the most important skills for an Investment Retirement Planner?