Bedford, Ns Financial advisor Jobs – 15 Openings This Week

Financial Advisor, Investment & Retirement Planning - Spring Garden & Brenton
Scotiabank —Halifax, NS
- Sales
1d
Insurance Advisor - Life, Health & Wealth
Royal Bank of Canada —Halifax, NS
- Full-time
- Bilingual
- Sales
- English
- Profit sharing
1d
Virtual Financial Advisor - Halifax, Nova Scotia
Scotiabank —Halifax, NS
- Sales
3d
Financial Planner - Halifax
TD Bank —Halifax, NS
- $60,000–$70,000 a year
- Full-time
- Sales
- Business development
- Bachelor's
- Paid time off
Trust Officer
BMO Financial Group —Halifax, NS
- $65,600–$122,600 a year
- Full-time
- Finance
- Analysis skills
- Bachelor's
- Tuition reimbursement
- Life insurance
Financial Planner, Scotia Financial Planning - Halifax, NS
Scotiabank —Halifax, NS
- Sales
- Travel
Senior Financial Advisor - Bedford, NS
Scotiabank —Bedford, NS
- Sales
6d
Associate Insurance Service Advisor - Halifax, NS
Scotiabank —Halifax, NS
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
7d
Senior Associate, Family Office Services
MNP —Dartmouth, NS
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Client Associate, Wood Gundy
CIBC —Halifax, NS
- Full-time
- Business development
- In-person
Associate, Family Office Services
MNP —Dartmouth, NS
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Trust Administrator
Royal Bank of Canada —Halifax, NS
- Full-time
- Bilingual
- Customer service
- English
12d
Wealth and Estate Planner, Scotia Wealth Management - Halifax, NS
Scotiabank —Halifax, NS
- Management

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Financial Advisor, Investment & Retirement Planning - Spring Garden & Brenton

Scotiabank -
Halifax, NS

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Job details

1 day ago

Qualifications

Investment
Sales
CFP

Full job description

Requisition ID: 267701

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 : Nova Scotia : Halifax

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.

Apply Now

Refine Your Search

financial advisor jobs in bedford, ns

Financial Advisor, Investment & Retirement Planning - Spring Garden & Brenton

Insurance Advisor - Life, Health & Wealth

Virtual Financial Advisor - Halifax, Nova Scotia

Financial Planner - Halifax

Trust Officer

Financial Planner, Scotia Financial Planning - Halifax, NS

Senior Financial Advisor - Bedford, NS

Associate Insurance Service Advisor - Halifax, NS

Senior Associate, Family Office Services

Client Associate, Wood Gundy

Associate, Family Office Services

Trust Administrator

Wealth and Estate Planner, Scotia Wealth Management - Halifax, NS

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