Scotiabank based in Kingston, ON is inviting applications from suitable candidates for the position of Financial planner. Scotiabank is a leading bank providing personal and commercial banking, wealth management, and investment services. It offers tailored financial solutions to individuals and businesses, focusing on customer-centric services and digital innovation. Scotiabank leverages advanced technology and market expertise to simplify financial transactions, drive growth, and meet diverse customer needs. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: Scotiabank
Position: Financial planner, Kingston
No of Vacancies: 3
Salary: Salary is not mentioned, $18.00 – $22.00 hourly estimated salary
Employment Type: Full time
Location: Kingston, ON, CA
Requisition ID: 201153
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have considerable experience in the relevant field
Physical Requirements:
- The candidates should be able to work independently as self-motivated entrepreneurs with minimal supervision
Other Requirements:
- The candidates should have experience in financial planning and investment sales and successfully completed or be working towards the Personal Financial Planning (PFP®) designation (or IQPF designation within Quebec) and/or the Certified Financial Planner (CFP®) designation
- The candidates should be accredited mutual funds professionals in good standing with CIRO licensing requirements, such as the Investments Funds in Canada or Canadian Securities Course
- The candidates should be knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment
Responsibilities:
- The candidates should be able to conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support clients’ financial goals
- The candidates should be able to exhibit a natural curiosity to uncover and solve client needs, delivering trusted financial advice regarding investments and retirement planning
- The candidates should be able to demonstrate self-motivation and a goal-oriented mindset when identifying clients’ needs to craft personalized financial strategies and solutions
- The candidates should be able to foster strong engagement, educate clients, offer insights, and deliver expert advice
- The candidates should be able to exercise a collaborative approach when dealing with peers, clients, and partners
- The candidates should be able to build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!