Halifax, Ns Financial advisory occupations Jobs – 11 Openings This Week

Financial Advisor, Investment & Retirement Planning - Spring Garden & Brenton
Scotiabank —Halifax, NS
- Sales
6d
Virtual Financial Advisor - Halifax, Nova Scotia
Scotiabank —Halifax, NS
- Sales
7d
Financial Planner - Halifax
TD Bank —Halifax, NS
- $60,000–$70,000 a year
- Full-time
- Sales
- Business development
- Bachelor's
- Paid time off
Associate, Family Office Services
MNP —Dartmouth, NS
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Associate, Family Office Services
MNP —Dartmouth, NS
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Financial Planner, Scotia Financial Planning - Halifax, NS
Scotiabank —Halifax, NS
- Sales
- Travel
Estate Administrator
Royal Bank of Canada —Halifax, NS
- Full-time
- Bilingual
- English
3d
Client Associate, Wood Gundy
CIBC —Halifax, NS
- Full-time
- Business development
- In-person
Senior Financial Advisor - Bedford, NS
Scotiabank —Bedford, NS
- Sales
10d
Wealth and Estate Planner, Scotia Wealth Management - Halifax, NS
Scotiabank —Halifax, NS
- Management
Senior Financial Advisor - Upper Tantallon, Hubley Centre, NS
Scotiabank —Upper Tantallon, NS
- Sales
21h

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Program Manager
Province of Nova Scotia —Halifax, NS
Performing strategic advisory/principal-level consulting to senior executives by leading, directing, and guiding the development and implementation of major,…
$7,858.44–$9,823.04 a month
6d
Municipal Advisor, Western Region
Province of Nova Scotia —Halifax, NS
A valid driver’s licence, access to a reliable vehicle, and the ability to travel throughout the region are required.
$7,858.44–$9,823.04 a month
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Wealth Consultant
Open Concept Financial Group —Markham, ON
Legal authorization to work in Canada (Canadian Citizen, Permanent Resident, or valid Work Visa — study visas are not eligible).
$5,000–$18,000 a month
Quick apply
11d
Senior Financial Advisor - Yonge & St. Clair, Toronto, ON
Scotiabank —Toronto, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.
12d

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financial advisory occupations jobs near halifax, ns

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

Scotiabank -
Halifax, NS

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Job details

6 days 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.

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Refine Your Search

financial advisory occupations jobs in halifax, ns

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

Virtual Financial Advisor - Halifax, Nova Scotia

Financial Planner - Halifax

Associate, Family Office Services

Senior Associate, Family Office Services

Financial Planner, Scotia Financial Planning - Halifax, NS

Estate Administrator

Client Associate, Wood Gundy

Senior Financial Advisor - Bedford, NS

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

Senior Financial Advisor - Upper Tantallon, Hubley Centre, NS

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