Halifax, Ns Investment Jobs – 42 Openings This Week

Financial Advisor, Investment & Retirement Planning - Truro Branch
Scotiabank —Halifax, NS
- Sales
- Business development
- Financial services
Virtual Financial Advisor - Halifax, Nova Scotia
Scotiabank —Halifax, NS
Investment Analyst (Atlantic Canada)
Telus Health —Halifax, NS
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Research
2027 Summer Analyst - Private Equity
SeaFort Capital Inc. —Halifax, NS
- $22.50 an hour
- Full-time
- Research
- Microsoft Office
- Finance
Quick apply
14d
Associate, Genesis, Portfolio Operations
MUFG Investor Services —Halifax, NS
- Full-time
- Computer Science
- Finance
- Bachelor's
Quick apply
6d
Client Associate, Wood Gundy
CIBC —Halifax, NS
- Full-time
- Business development
- Financial services
- Marketing
Banking Advisor
Royal Bank of Canada —Halifax, NS
- Full-time
- Sales
- Computer skills
- Financial services
6d
Client Advisor
Royal Bank of Canada —Halifax, NS
- Full-time
- Sales
- Computer skills
- Financial services
4d
Associate, Genesis, Client Trading Operations
MUFG Investor Services —Halifax, NS
- Full-time
- Microsoft Excel
- Microsoft Office
- Finance
Quick apply
Client Relationship Manager, Commercial Banking - Halifax
Scotiabank —Halifax, NS
- Business development
- Bachelor's
- Travel
12d
Manager Climate Finance
Halifax Climate Investment, Innovation and Impact Fund —Dartmouth, NS
- Full-time
- Hybrid work
- Management
- Research
- Finance
Quick apply
Scotia Jarislowsky Fraser Portfolio Administrator - Halifax
Scotiabank —Halifax, NS
- Databases
- Business development
- Bachelor's
Financial Advisor
Royal Bank of Canada —Halifax, NS
- Full-time
- Sales
- Computer skills
- Financial services
6d
Financial Planner - Halifax
TD Bank —Halifax, NS
- $60,000–$70,000 a year
- Full-time
- Sales
- Business development
- Bachelor's
- Paid time off
Financial Planner, Scotia Financial Planning - Halifax, NS
Scotiabank —Halifax, NS
- Business development
- Travel
- Financial services
Senior Associate, Portfolio Operations
MUFG Investor Services —Halifax, NS
- Full-time
- Computer Science
- Microsoft Office
- Finance
Quick apply
Financial Operations & Transformation Specialist
Royal Bank of Canada —Halifax, NS
- Full-time
- Finance
- Presentation skills
- Bachelor's
Senior Client Relationship Manager, Canadian Commercial Banking, Halifax
Scotiabank —Halifax, NS
- Customer service
- Business development
- Organizational skills
2d
Senior Vice President & Chief Financial Officer
IMP Group —Halifax, NS
- Finance
- Master's degree
- Bachelor's
- Dental care
Financial Services Audit Manager, Canada
Hanami International —Halifax, NS
- $105,000–$130,000 a year
- Full-time
- Financial services
Quick apply
3d

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investment jobs near halifax, ns

Financial Advisor, Investment & Retirement Planning - Truro Branch

Scotiabank -
Halifax, NS

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Job details

Qualifications

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

Full job description

Requisition ID: 270198

Join our team!

Would you like to complete your internship with an organization that has been in the market for more than 35 years, dedicated to improving our customers’ financial well-being through comprehensive and innovative solutions?

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 : Nova Scotia : Halifax

Why choose us?

We are an international, modern, and digital bank.

Work-life balance matters to us — we are the first bank in Chile to reduce the workweek to 39 hours!

Continuous learning and development — participate in projects, conferences, and events that help you build new skills and gain relevant knowledge.

We are diverse and inclusive.

At Scotiabank, inclusion is part of the way we do business . his opportunity is open in accordance with Law 21.015. If you require any reasonable accommodation to participate in the recruitment process, please let us know .

Don’t hesitate to apply — join us on this journey and become our next Scotiaintern! .

Apply Now

Refine Your Search

investment jobs in halifax, ns

Financial Advisor, Investment & Retirement Planning - Truro Branch

Virtual Financial Advisor - Halifax, Nova Scotia

Investment Analyst (Atlantic Canada)

2027 Summer Analyst - Private Equity

Associate, Genesis, Portfolio Operations

Client Associate, Wood Gundy

Banking Advisor

Client Advisor

Associate, Genesis, Client Trading Operations

Client Relationship Manager, Commercial Banking - Halifax

Manager Climate Finance

Scotia Jarislowsky Fraser Portfolio Administrator - Halifax

Financial Advisor

Financial Planner - Halifax

Financial Planner, Scotia Financial Planning - Halifax, NS

Senior Associate, Portfolio Operations

Financial Operations & Transformation Specialist

Senior Client Relationship Manager, Canadian Commercial Banking, Halifax

Senior Vice President & Chief Financial Officer

Financial Services Audit Manager, Canada

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