As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. The role involves proactive client outreach, internal partnership building, and comprehensive financial planning.
Compensation
compensation structure for this role is base plus variable pay
Responsibilities
Driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements.
Establish business development opportunities with prospects and clients within the assigned market area.
Promote the development and sustainable growth of proprietary investment business in the assigned market area.
Providing client-centric investment solutions through a financial planning framework.
Conducting needs analysis across several financial statements, including competitor statements.
Requirements
Personal Financial Planning (PFP®) designation
Certified Financial Planner (CFP®) designation
Investments Funds in Canada (IFIC)
Canadian Securities Course (CSC)
Nice to have: experience building Centres of Influence
As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. The role involves proactive client outreach and internal partnerships to grow a practice.
Compensation
the compensation structure for this role is base plus variable pay.
Responsibilities
Driving investment sales and new client acquisition while adhering to Global Sales Principles, compliance and regulatory requirements.
Establish business development opportunities with prospects and clients within the assigned market area.
Providing client-centric investment solutions through a financial planning framework.
Conducting outbound communications and proactive calling to prospects.
Conducting needs analysis across several financial statements.
Financial Planner focused on developing and deepening mass affluent client relationships, driving investment sales, and building a practice within the Scotiabank framework.
Responsibilities
Drive investment sales and new client acquisition
Establish business development opportunities within assigned market area
Promote proprietary investment business growth
Execute business development plans for mass affluent prospects
Financial Planner responsible for developing and deepening mass affluent client relationships, driving investment sales, and expanding client base within the assigned market area.
Focus on developing and deepening mass affluent client relationships by providing high-quality advice and service. The role involves proactive client outreach and building internal partnerships to grow a financial practice.
Responsibilities
Driving investment sales and new client acquisition while adhering to Global Sales Principles, compliance and regulatory requirements.
Establish business development opportunities with prospects and clients within the assigned market area.
Promote the development and sustainable growth of proprietary investment business in the assigned market area.
Providing client-centric investment solutions through a financial planning framework.
Conducting outbound communications and proactive calling to prospects.
Requirements
Personal Financial Planning (PFP®) designation
Certified Financial Planner (CFP®) designation
Investments Funds in Canada accreditation
Canadian Securities Course
Nice to have: Extensive knowledge of competitive offerings
Intern in the Treasury team within Grosvenor’s Finance Department, responsible for liquidity management, FX exposure, credit facilities, banking relationships, securities and derivatives trading, counterparty risk, operational risk, and client service.
Compensation
$65,000—$70,000 USD
Responsibilities
Responsible for liquidity management of the GCM Grosvenor managed funds
Participate in FX exposure management through forecasting, pre-trade preparation, and settlement of foreign exchange transactions
Assist in the establishment and ongoing support of credit facilities
Assist in the management of banking relationships including bank account opening and ongoing maintenance
Support securities and derivatives trading activity
Requirements
Pursuing an undergraduate degree in Accounting, Finance, or other relevant major
Nice to have: asset management segment of the financial services industry
Nice to have: alternative investment sub-segment
Nice to have: AI-enabled tools such as Claude and ChatGPT
Financial Planner focused on developing and deepening mass affluent client relationships, driving investment sales and new client acquisition within the assigned market area.
Responsibilities
Drive investment sales and new client acquisition
Establish business development opportunities
Promote proprietary investment business growth
Execute business development plans for mass affluent prospects
Financial PlannerNewScotiabank · Comox, Canada+2 more
2027 Treasury Summer InternGCM Grosvenor · Chicago, US