Financial Advisor, Investment & Retirement Planning

Responsibilities

• Manage an assigned portfolio of clients to meet deposit and investment sales goals through personalized retirement and wealth planning.
• Conduct in-depth client reviews, including retirement, 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.
• Leverage advanced technology tools to enhance client interactions and streamline planning processes.
• Foster strong client engagement by providing expert insights and education.

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 (IFC) certification or bank-recognized equivalent.
• Knowledge of market trends, economic conditions, and the regulatory environment.

Preferred Qualifications

• Proven experience in financial planning and investment sales.

Benefits

• Competitive compensation and benefits package.
• Competitive incentives designed for success.
• Supportive work environment that promotes work-life balance.
• Relocation support available upon approval.

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 advice, products, and services, including personal and commercial banking, wealth management, and capital markets.