Financial Planner & Investment Advisor - Retirement & Wealth

Scotiabank; Guelph; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Relocation support

Competitive incentives

Inclusive culture

Job summary

Scotiabank is seeking a Financial Planner in the Scotia Financial Planning division to manage an assigned client portfolio, deepen investment and banking relationships, and drive growth in the local market. The role emphasizes professional financial guidance, retirement planning, and wealth management within a branch network.

The ideal candidate brings CIFP/CFP or equivalent, a Mutual Funds Representative license, and a collaborative, results-driven orientation.

Qualifications

• Experience in financial planning and investment sales.
• CIFP/CFP designation or bank recognized equivalent.
• Mutual Funds Representative license in good standing with licensing requirements.
• Thrives in a collaborative, results-driven team culture.
• Knowledgeable of market trends and regulatory environment.

Responsibilities

• Establish and deepen investment and primary banking relationships with assigned clients.
• Meet or exceed deposit and investment sales goals through portfolio management.
• Promote development and growth of proprietary investment business in the market area.
• Provide trusted financial advice on investments and retirement planning.
• Educate clients and deliver insights, crafting personalized financial strategies.

Skills

Financial planning

Investment sales

Team collaboration

Regulatory knowledge

Client advisory

Education

CIFP/CFP designation

Mutual Funds Representative license

Job description

Scotiabank is seeking a Financial Planner in the Scotia Financial Planning division to manage an assigned client portfolio, deepen investment and banking relationships, and drive growth in the local market. The role emphasizes professional financial guidance, retirement planning, and wealth management within a branch network.

The ideal candidate brings CIFP/CFP or equivalent, a Mutual Funds Representative license, and a collaborative, results-driven orientation.