Financial Advisor, Investment & Retirement Planning - Fort St. John, British Columbia

Scotiabank; Fort St. John; Vor Ort; CAD 65.000 - 95.000; Vollzeit

Benefits dieser Stelle

Relocation assistance (upon approval)

Competitive compensation and benefits

Inclusive culture and community impact

Work-life balance

Zusammenfassung

Scotiabank invites applications for the Financial Advisor, Investment and Retirement Planning (FAIR) role in its retail branch network. As a Financial Planner, you will manage a portfolio of clients and help them reach deposit and investment goals through personalized financial strategies.

You will deepen relationships, educate clients on retirement planning and wealth strategies, and use advanced planning tools to deliver trusted advice.

Qualifikationen

• Experience in financial planning and investment sales preferred.
• CIFP/CFP designation or bank-recognized equivalent.
• Mutual Funds Representative license in good standing with licensing requirements.
• Collaborative, results-driven team culture with client focus.
• Knowledgeable of market trends, regulatory environment.

Aufgaben

• Conduct in-depth reviews for clients including retirement planning, wealth accumulation and estate planning.
• Uncover client needs and deliver trusted financial advice on investments and retirement planning.
• Craft personalized financial strategies and solutions based on client goals.
• Foster engagement, educate clients, and deliver expert financial guidance.
• Build long-standing relationships and focus on great client experience.
• Leverage technology tools to enhance interactions and planning processes.
• Aim for targets while balancing client satisfaction and business growth.

Kenntnisse

Financial planning

Investment sales

Team collaboration

Regulatory knowledge

Market trends

Ausbildung

CFP/CIFP designation or bank equivalent

Mutual Funds Representative license

Jobbeschreibung

Select how often (in days) to receive an alert:

Select how often (in days) to receive an alert:

Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.

Requisition ID: 271538
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
• Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
• Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
• Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
• Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
• Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
• Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

• Experience in financial planning and investment sales is preferred.
• Successfully completed the CIFP/CFP designation or bank recognized equivalent.
• Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
• Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What’s in it for you?

• Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
• An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
• A supportive work environment that promotes work-life balance.
• Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.

Location(s): Canada : British Columbia : Fort St. John
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 private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.