Financial Advisor, Investment & Retirement Planning

Responsibilities

• Manage an assigned portfolio of clients to meet deposit and investment sales goals
• Conduct in-depth financial reviews including retirement, wealth accumulation, and estate planning
• Establish and deepen investment and primary banking relationships with existing and referred clients
• Deliver trusted financial advice and personalized strategies to solve client needs
• Foster strong client engagement through education and expert insights
• Leverage advanced technology tools to enhance client interactions and streamline planning processes

Requirements

• Successfully completed the IPF (IQPF) designation or bank-recognized equivalent
• Certification as a Mutual Funds Representative in good standing
• Completion of Investment Funds in Canada (IFIC) or bank-recognized equivalent
• Fluency in both French and English is required for collaboration and client interaction

Preferred Qualifications

• Previous experience in financial planning and investment sales

Benefits

• Competitive compensation and benefits package
• Competitive incentives designed for success
• Relocation support (upon approval)
• Supportive work environment promoting work-life balance

About the Company

Scotiabank is a leading bank in the Americas, guided by the purpose "for every future." We help customers, families, and communities achieve success through a broad range of services, including personal and commercial banking, wealth management, and capital markets.