Financial Planner, Branch Network - Sackville, Nova Scotia

Scotiabank; Canada; On-site; CAD 65,000 - 85,000; Full time

Job summary

A leading financial institution in Canada seeks a Financial Planner to enhance client relationships and achieve investment sales goals. The ideal candidate has strong financial planning experience, holds a CIFP CFP designation, and is skilled in delivering personalized strategies. This role offers competitive compensation, an inclusive culture, and support for work-life balance.

Benefits

Competitive compensation

Work-life balance support

Inclusive culture

Qualifications

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

Responsibilities

• Establish and deepen investment and banking relationships with clients.
• Promote sustainable growth of investment business.
• Conduct in-depth reviews covering retirement and wealth planning.

Skills

Financial planning

Investment sales

Client relationship management

Knowledge of market trends

Education

CIFP CFP designation or equivalent

Certification as Mutual Funds Representative

Job description

Requisition ID: #

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

About the role

As a Financial Planner in our retail branch network, internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you will be part of the branch sales team. Your role is to contribute to the team’s success by meeting or exceeding deposit and investment sales goals through effective management of your assigned client portfolio.

Your primary responsibilities include establishing and deepening investment and primary banking relationships with existing clients and referred clients, promoting sustainable growth of proprietary investment business, and conducting in-depth reviews covering retirement planning, wealth accumulation, and estate planning using financial planning tools.

You should exhibit curiosity to uncover and solve client needs, deliver trusted financial advice, and develop personalized financial strategies. Building strong relationships, providing excellent client experiences, leveraging technology tools, and achieving targets are key to your success.

Skills and qualifications

• Experience in financial planning and investment sales preferred.
• Completed CIFP CFP designation or equivalent recognized by the bank.
• Certification as a Mutual Funds Representative in good standing with relevant licensing.
• Ability to thrive in a collaborative, results-driven team culture.
• Knowledge of market trends, economic conditions, and regulatory environment.

Benefits

• Competitive compensation and benefits, with a chance to impact an assigned client base.
• Inclusive culture that values contributions and community engagement.
• Supportive environment promoting work-life balance.
• Relocation support (if applicable) and competitive incentives.

Note: Opportunities within Scotia Financial Planning are also available. For more details, see our postings for "Financial Planner, Scotia Financial Planning".

Location

Canada: Nova Scotia: Halifax

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our clients succeed through diverse financial services and products.

We are committed to an inclusive, accessible environment. If you require accommodations during recruitment, please inform our Recruitment team. Candidates must apply online. Only shortlisted candidates will be contacted.