Toronto, Ontario, Canada · On-site
Requisition ID: 228303 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are in…
Skills: Financial Planning, Investment Sales, Client Acquisition, Networking, Interpersonal Skills
Toronto, Ontario, Canada · Hybrid
Requisition ID: 228302 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are in…
Skills: Financial Planning, Investment Sales, Client Acquisition, Networking, Interpersonal Skills
Toronto, Ontario, Canada · Hybrid
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Toronto, Ontario, Canada · On-site
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Toronto, Ontario, Canada · On-site
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Toronto, Ontario, Canada · On-site
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Skills: Business Analysis, Requirements Management, Agile Methodology, Process Design, Stakeholder Engagement
Toronto, Ontario, Canada · On-site
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Toronto, Ontario, Canada · On-site
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Toronto, Ontario, Canada · On-site
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Toronto, Ontario, Canada · On-site
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Toronto, Ontario, Canada · On-site
Requisition ID: 266013 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Join a purpose driven winning team, committed to results, in an inclusive and high-performing …
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Toronto, Ontario, Canada · On-site
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Toronto, Ontario, Canada · Hybrid
$83k–$113k/yr
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Skills: Campaign Strategy, Digital Marketing, Customer Engagement, Performance Optimization, A/B Testing
Toronto, Ontario, Canada · Hybrid
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Toronto, Ontario, Canada · Hybrid
$175k–$203k/yr
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Toronto, Ontario, Canada · On-site
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Toronto, Ontario, Canada · On-site
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Toronto, Ontario, Canada · Hybrid
$55k–$60k/yr
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Toronto, Ontario, Canada · Hybrid
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions,…
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Toronto, Ontario, Canada • On-site
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Develop and deepen relationships with mass affluent clients by providing personalized investment and financial planning advice. Drive new client acquisition and business growth through proactive outreach and community networking.
Requires 3 years of experience in financial planning and investment sales with a mutual fund certification (IFC or CSC). Must hold a PFP or CFP designation and possess a valid driver's license with access to a vehicle.
Requisition ID: 228303
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
“Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning” postings.”
What is the role of a Financial Planner?
As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all about building new and long-term relationships.
As a Financial Planner you are:
Following a comprehensive financial planning framework, you will be responsible for the following:
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:
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:
What’s in it for you?
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.
#financialplanner
Location(s): Canada : Ontario : Toronto
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.
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer: bit.ly/socialdisclaim
Offices: 40 King St W, Toronto, Ontario M5H, CA · Bosque de Ciruelos 120, Miguel Hidalgo, CDMX 11700, MX · Calle Dionisio Derteano 102, San Isidro, Lima 15047, PE
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