Financial Planner - Fredericton, NB

Scotiabank • Fredericton, New Brunswick, Canada • 7h ago

Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals.
Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
Exercising a collaborative approach when dealing with peers, clients, and partners.
Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Experience in financial planning and investment sales is preferred.
Successfully completed (or working towards) the Personal Financial Planning (PFP®) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner(CFP®) designation.
You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
You're able to work independently as a self-motivated entrepreneur with minimal supervision.
Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What's in it for you?

A competitive compensation and benefits package that rewards growing and maintaining your client base.
Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
The ability to build long-lasting client relationships through exceptional advice and service.
A work culture that promotes diversity, respect, and inclusion.
An organization committed to making a difference in our communities - for you and your clients.

Scotiabank

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