Financial planner – cariboo region
Scotiabank based in Quesnel, BC is inviting applications from suitable candidates for the position of Financial planner. Scotiabank is a major international financial institution with a strong presence. It offers a wide range of services, including personal and commercial banking, wealth management, and investment solutions. The bank is known for its customer-focused approach and innovative financial strategies. Scotiabank delivers tailored solutions to millions of customers. It maintains a robust market presence through strategic partnerships and a commitment to growth and sustainability. The candidates selected for the vacancy will be required to start the work as soon as possible.
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Job Description:
Employer Name: Scotiabank
Position: Financial planner – cariboo region (Williams Lake, Quesnel, 100 Mile House)
No of Vacancies: 3
Salary: Salary is not mentioned, $20.00 – $25.00 hourly estimated salary
Employment Type: Full time
Location: Quesnel, BC, CA
Requisition ID: 201094
Requirements:
Languages: Candidates must have knowledge of the English Language
Education:Â Candidates should have completion of completed the Personal Financial Planning (PFP) designation and a Certified Financial Planner (CFP) designation
Experience: Candidates should have experience in financial planning and investment sales
Physical Requirements:
- The candidates should be goal-oriented and entrepreneurial, able to work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team
Other Requirements:
- The candidates should be a mutual funds certified professional with current accreditation and good standing for MFDA licensing requirements (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 apply natural curiosity to uncover and solve clients’ needs and deliver trusted financial advice regarding investments and retirement planning
- The candidates should be able to self-directed and performance-oriented, discovering clients’ needs, listening to understand their objectives, and providing customized financial strategies and solutions
- The candidates should be able to highly engaged in educating clients, providing relevant insights, and offering expert advice
- The candidates should be able to demonstrate a collaborative approach when interacting with peers, clients, and partners
- The candidates should be able to build relationships, focusing on providing an excellent 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!