Financial Planner – Branch Network (BC) | Relocation

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

Job summary

A leading financial institution in Metro Vancouver is seeking a Financial Planner for its Tsawwassen Branch. The role involves establishing and deepening financial relationships, conducting client reviews, and providing tailored financial strategies. Candidates should have relevant financial planning experience, hold the CIFP CFP designation, and thrive in a collaborative team environment. The position offers competitive compensation, benefits, and a supportive work culture.

Benefits

Competitive compensation and benefits

Support for work-life balance

Relocation support (upon approval)

Qualifications

• Experience in financial planning and investment sales is preferred.
• Completed CIFP CFP designation or bank recognized equivalent.
• Certified as a Mutual Funds Representative in good standing.

Responsibilities

• Establish and deepen investment and banking relationships.
• Conduct in-depth reviews for assigned clients.
• Deliver trusted financial advice to clients.

Skills

Financial planning experience

Investment sales

Collaborative team player

Knowledge of market trends

Education

CIFP CFP designation or equivalent

Certification as Mutual Funds Representative

Tools

Financial planning tools

Job description

A leading financial institution in Metro Vancouver is seeking a Financial Planner for its Tsawwassen Branch. The role involves establishing and deepening financial relationships, conducting client reviews, and providing tailored financial strategies. Candidates should have relevant financial planning experience, hold the CIFP CFP designation, and thrive in a collaborative team environment. The position offers competitive compensation, benefits, and a supportive work culture.