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Senior Advisor Financial Planner Jobs in Nova Scotia

Financial Planner/Wealth Advisor
By Raymond James Ltd. At Waterloo, Ontario, Canada
Experience with a client relationship management software such as Maximizer
Assist us in responding to incoming client calls and inquiries regarding financial planning, wealth management, tax, insurance and investment options
Work closely with Portfolio Manager and team members to provide seamless financial planning & investment management
High level of knowledge and experience using financial planning software such as investcloud (NaviPlan), RazorPlan and / or Snap
Manage action requests to and from clients and document in CRM software
Experience in cross-border (Canada / USA) a great asset
Senior Financial Advisor (Canada) [Scotiabank]
By CareerBeacon At Dartmouth, Nova Scotia, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer's comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships
Senior Financial Advisor (Kemptville) [Scotiabank]
By CareerBeacon At Kemptville, Ontario, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer's comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships
Senior Financial Advisor Jobs
By CIBC At Truro, Nova Scotia, Canada
You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Senior Financial Advisor- Surrey, Bc
By Scotiabank At Greater Vancouver Metropolitan Area, Canada
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
A competitive compensation and benefits package.
Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
The appetite and drive to build strong customer relationships
Financial Planner Jobs
By Canadian Forces Morale and Welfare Services At Kingston, Ontario, Canada

Who We Are CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. ...

Financial Planner Jobs
By AtlantisFinancialInc At Barrie, Ontario, Canada

What is financial planning all about?

4.Enjoy working with and helping people.