Financial Planner 12 month contract Future Opportunity- Lakeshore Center - Kelowna

Scotiabank; Kelowna; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading banking institution seeks a Financial Planner to contribute to a collaborative team in Kelowna. This position focuses on establishing and enhancing investment relationships with clients, providing expert financial advice, and achieving sales goals. The ideal candidate will have financial planning experience, relevant certifications, and a drive for results within an inclusive work culture.

Benefits

Competitive compensation and benefits

Supportive work environment

Work-life balance

Qualifications

• 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.

Responsibilities

• Conduct in-depth reviews for clients including retirement planning.
• Deliver trusted financial advice to clients regarding investments.
• Build long-standing relationships with existing clients.

Skills

Financial planning and investment sales experience

Collaboration in a team culture

Knowledge of market trends

Education

CIFP CFP designation or equivalent

Certification as a Mutual Funds Representative

Job description

Overview

Requisition ID: 235642

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

TITLE: Financial Planner (FAIR) Branch Network - Lakeshore Center

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’ 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.

Qualifications

• 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.

Location(s): Canada : British Columbia : Kelowna

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.