clarington on financial advisor Jobs – 13 Openings This Week

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario
Scotiabank —Oshawa, ON
- Sales
Financial Advisor - Oshawa Main (37.5 hours/week)
Scotiabank —Oshawa, ON
- Full-time
- Sales
Financial Advisor
Royal Bank of Canada —Oshawa, ON
- Full-time
- Sales
- Finance
- Financial services
8d
Financial Advisor
Co-operators General Insurance Company —Oshawa, ON
- Hybrid work
- English
- Communication skills
Quick apply
Banking Advisor
National Bank of Canada —Oshawa, ON
- Part-time
- Customer service
- English
- Wellness program
- Employee assistance program
Investor Relations Associate (Senior Track)
Cottage Dream Vacations —Whitby, ON
- $90,000–$125,000 a year
- CRM software
- Sales
- Communication skills
Personal Finance Advisor
Desjardins —Oshawa, ON
- $56,501–$77,690 a year
- Full-time
- Bilingual
- English
- Computer skills
5d
Financial Planner, Investment & Retirement Planning
Royal Bank of Canada —Whitby, ON
- Full-time
5d
Financial Professional (Entry-Level, Commission-Based)
Aamir Amla - Insurance Agent —Whitby, ON
- $48,021.63–$60,000.00 a year
- Part-time
- Hybrid work
- Sales
- Customer service
- Accounting
- Flexible schedule
Quick apply
Conseiller ou conseillère, Finances personnelles
Desjardins —Oshawa, ON
- $56,501–$77,690 a year
- Full-time
- Bilingual
- English
- In-person
5d
Canadian Private Client Adviser
Fisher Investments —Canada
- Employee assistance program
- Vision care

Discover related jobs

Based on your search for financial advisor jobs.

PAINTER
Durham District School Board —Ajax, ON
Class G driver's licence in good standing. A Painter and Decorator certificate of completion (404C) and one (1) year of related work experience.
$36.26 an hour
Utility Arborist
Ontario Line Clearing —Cobourg, ON
Valid G class provincial driver’s license (DZ an asset). Do you have a valid 444A/444B or ISA Certification? Properly maintain, prepare, and operate all tools…
$25–$35 a year
Quick apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Financial Advisor (North York, ON) - Hybrid
Enbridge Contingent Talent Community —North York, ON
This includes monthly and quarterly financial reporting, the development of in‑service capital forecasts, and providing financial insight and guidance to Asset…
Quick apply
Senior Financial Advisor - Bayview & Millwood, Toronto, ON
Scotiabank —Toronto, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.

Show more jobs in cities nearby

I want to receive the latest job alerts for financial advisor in clarington on

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near clarington on

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

Scotiabank -
Oshawa, ON

Apply Now

Job details

Qualifications

Investment
Sales
CFP

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.

Apply Now

Refine Your Search

financial advisor jobs in clarington on

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

Financial Advisor - Oshawa Main (37.5 hours/week)

Financial Advisor

Financial Advisor

Banking Advisor

Investor Relations Associate (Senior Track)

Personal Finance Advisor

Financial Planner, Investment & Retirement Planning

Financial Professional (Entry-Level, Commission-Based)

Conseiller ou conseillère, Finances personnelles

Canadian Private Client Adviser

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alerts for financial advisor in clarington on

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected