Financial Advisor, Investment & Retirement Planning - Kingston Road & Midland

Scotiabank; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading bank in the Americas is seeking a Financial Advisor for Investment & Retirement Planning in Toronto. You will manage client portfolios, promote financial business growth, and deliver expert investment advice. Ideal candidates will have financial planning experience and the CIFP CFP designation or equivalent. Join a diverse and inclusive team that values contributions and work-life balance.

Benefits

Competitive compensation and benefits

Supportive work environment

Commitment to work-life balance

Qualifications

• Experience in financial planning and investment sales.
• Completed CIFP CFP designation or equivalent.
• Good standing certification as a Mutual Funds Representative.

Responsibilities

• Promote the development of proprietary investment business.
• Deliver trusted financial advice regarding investments.
• Craft personalized financial strategies.

Skills

Financial planning

Investment sales

Client relationship management

Knowledge of market trends

Education

CIFP CFP designation or equivalent

Certification as a Mutual Funds Representative

Job description

Overview

Title: Financial Advisor, Investment & Retirement Planning - Kingston Road & Midland

Requisition ID: 231115

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.

Responsibilities

• 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.
• Exhibit a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
• Demonstrate self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
• Foster strong engagement, educate clients, offer insights, and deliver expert advice.
• Build relationships, focus on providing a great client experience and grow long-standing relationships with existing clients.
• Leverage advanced technology tools to enhance client interactions and streamline financial planning processes.
• Focus on achieving targets to ensure a balanced approach to client satisfaction and business growth.

Qualifications

• Experience in financial planning and investment sales
• 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.

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.

Location(s): Canada : Ontario : Toronto

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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. 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.