Financial Planner - Branch Network - Duncan, BC

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

Job summary

A leading bank in the Americas is seeking a Financial Planner in Duncan, British Columbia. You will establish and deepen client investment and banking relationships while achieving sales goals. Ideal candidates have experience in financial planning, possess necessary certifications, and thrive in collaborative environments. This role offers a competitive salary and inclusive culture promoting work-life balance.

Benefits

Competitive salary and benefits

Supportive work-life balance environment

Inclusive culture valuing contributions

Qualifications

• Experience in financial planning and investment sales preferred.
• Ability to thrive in a collaborative, results-driven team culture.
• Knowledge of market trends and economic conditions.

Responsibilities

• Conduct in-depth reviews for clients.
• Deliver trusted financial advice regarding investments.
• Build long-term relationships with clients.

Skills

Financial planning experience

Investment sales

Bilingual (English and French)

Education

CIFP CFP designation or equivalent

Mutual Funds Representative certification

Job description

Requisition ID: #

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 will be part of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding deposit and investment sales goals through effective management of your assigned client portfolio.

Your primary role is to establish and deepen investment and banking relationships with existing clients and referrals from branch partners.

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

• Conducting in-depth reviews for clients including retirement, wealth accumulation, and estate planning using financial planning tools to support their financial goals.
• Uncovering and solving clients’ needs, delivering trusted financial advice regarding investments and retirement planning.
• Demonstrating motivation and a goal-oriented mindset to craft personalized financial strategies.
• Fostering engagement, educating clients, and providing insights and expert advice.
• Building long-term relationships with clients, focusing on great client experience.
• Using advanced technology tools to enhance interactions and streamline processes.
• Achieving targets to balance client satisfaction and business growth.

Skills and qualifications

We’d love to work with you if you have:

• Experience in financial planning and investment sales preferred.
• Completed the CIFP CFP designation or equivalent recognized by the bank.
• Certification as a Mutual Funds Representative in good standing, with completed licensing requirements.
• Ability to thrive in a collaborative, results-driven team culture.
• Knowledge of market trends, economic conditions, and regulations.
• (If required) Bilingual in English and French, capable of serving English and French-speaking clients.

What’s in it for you?

• Competitive salary and benefits, with the opportunity to impact an existing client base.
• An inclusive culture that values contributions and community involvement.
• A supportive environment promoting work-life balance.

Please note, opportunities within Scotia Financial Planning are also available. For more information, review our “Financial Planner, Scotia Financial Planning” postings.

Location: Duncan, British Columbia, Canada

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We help our customers and communities succeed through a broad range of financial services. We value diverse skills and experiences and are committed to an inclusive environment. Accommodations are available during the recruitment process upon request. Candidates must apply online. We appreciate all applicants, but only those selected for interviews will be contacted.