Financial Advisor, Investment & Retirement Planning

Responsibilities

• Manage an assigned portfolio of clients to meet investment and deposit sales goals
• Conduct in-depth financial reviews, including retirement, wealth accumulation, and estate planning
• Deliver trusted financial advice to uncover and solve for client needs
• Build and deepen primary banking and investment relationships with existing and referred clients
• Leverage advanced technology tools to enhance client interactions and streamline planning processes
• Stay informed on market trends, economic conditions, and the regulatory environment

Requirements

• Successfully completed the CIFP/CFP designation or a bank-recognized equivalent
• Certification as a Mutual Funds Representative in good standing
• Completion of Investment Funds in Canada (IFIC) or a bank-recognized equivalent
• Knowledge of competitive offerings and market trends

Preferred Qualifications

• Previous experience in financial planning and investment sales

Benefits

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

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.