Financial Advisor, Investment & Retirement Planning

Responsibilities

• Manage an assigned portfolio of clients to meet investment and retirement planning goals within a retail branch network.
• Conduct in-depth reviews for clients, including retirement planning, wealth accumulation, and estate planning.
• Establish and deepen investment and primary banking relationships with existing clients and branch referrals.
• Deliver trusted financial advice and craft personalized financial strategies to solve client needs.
• Promote the growth of proprietary investment business through proactive engagement and education.
• Leverage advanced technology tools to enhance client interactions and streamline planning processes.

Requirements

• Successfully completed the CIFP/CFP designation or a bank-recognized equivalent.
• Certification as a Mutual Funds Representative in good standing.
• Completion of the Investment Funds in Canada (IFIC) certification or bank-recognized equivalent.
• Proven experience in financial planning and investment sales.
• Strong knowledge of market trends, economic conditions, and the regulatory environment.

Benefits

• Competitive compensation and benefits package.
• Performance-based incentives designed for success.
• Supportive work environment that promotes work-life balance.
• Relocation support available upon approval.
• An inclusive culture that values individual contributions and community impact.

About the Company

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 capital markets.