Columbus Financial planner Jobs – 13 Openings This Week

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario
Scotiabank —Oshawa, ON
- Sales
- Financial services
Financial Planner, Investment & Retirement Planning
Royal Bank of Canada —Scugog, ON
- Full-time
- Sales
- Business development
- Computer skills
- Flexible schedule
Investment and Retirement Planning Associate
Royal Bank of Canada —Scugog, ON
- Full-time
- Microsoft Office
- Communication skills
- Retail sales
Associate Planner - Bowmanville
TD Bank —Bowmanville, ON
- $60,000–$70,000 a year
- Full-time
- Sales
- Business development
- Bachelor's
- Paid time off
Investment Advisor
Royal Bank of Canada —Oshawa, ON
- Full-time
- Business development
- Financial services
- Business
Claims Consultant, Specialty - Property and Builder’s Risk
Intact —Ajax, ON
- $118,700–$145,100 a year
- Full-time
- Hybrid work
- Bachelor's
- Travel
- Mentoring
- Employee stock purchase plan
Claims Consultant, Specialty (E+O/D+O/Commercial Crime)
Intact —Ajax, ON
- $118,700–$145,100 a year
- Full-time
- Hybrid work
- Customer service
- Bachelor's
- Team management
- Employee stock purchase plan
Manager, Associates
Royal Bank of Canada —Whitby, ON
- Full-time
- Business development
- Continuous improvement
- Team management
7d
Commercial Field Adjuster, Property Large Loss (North GTA)
Intact —Ajax, ON
- $118,700–$145,100 a year
- Full-time
- Hybrid work
- Customer service
- Bachelor's
- Travel
- Wellness program
3d
Financial Planner - Investment and Retirement Planner
Royal Bank of Canada —Pickering, ON
- Full-time
- Sales
- Business development
- Computer skills
- Flexible schedule
3d
Mobile Mortgage Specialist I
TD Bank —Pickering, ON
- Full-time
- Customer service
- Business development
- Paid time off
11d

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Portfolio Manager
The Successful Investor —North York, ON
Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
Quick apply
Mobile Mortgage Specialist
TD Bank —Newmarket, ON
Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through its branch banking network,…
11d

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financial planner jobs near columbus

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

Scotiabank -
Oshawa, ON

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Job details

Qualifications

Investment
Financial advisory experience
Sales
Key account management
Client communication
CFP
Sales orientation
Customer service orientation
Financial services
Client consultation
Estate planning
Client interaction

Full job description

Requisition ID: 260899

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

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.
Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

Experience in financial planning and investment sales is preferred.
Successfully completed the CIFP/CFP designation or bank recognized equivalent.
Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What’s in it for you?

Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
A supportive work environment that promotes work-life balance.

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.

#financialplanner

Location(s): Canada : Ontario : Oshawa

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. 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.

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Refine Your Search

financial planner jobs in columbus

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

Financial Planner, Investment & Retirement Planning

Investment and Retirement Planning Associate

Associate Planner - Bowmanville

Investment Advisor

Claims Consultant, Specialty - Property and Builder’s Risk

Claims Consultant, Specialty (E+O/D+O/Commercial Crime)

Manager, Associates

Commercial Field Adjuster, Property Large Loss (North GTA)

Financial Planner - Investment and Retirement Planner

Mobile Mortgage Specialist I

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