Financial Planner: Investments & Retirement (Branch)

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

Job summary

A leading financial institution in North Vancouver is seeking a Financial Planner to enhance investment and banking relationships with clients. The role involves conducting reviews, delivering financial advice, and crafting personalized strategies. Candidates should be experienced in financial planning, preferably hold a CIFP/CFP designation, and possess a Mutual Funds Representative certification. This opportunity offers a competitive benefits package and a supportive work environment that values each individual's contributions.

Benefits

Competitive compensation

Supportive work environment

Relocation support

Qualifications

• Experience in financial planning and investment sales is preferred.
• Successfully completed the CIFP/CFP designation or equivalent.
• Certification as a Mutual Funds Representative in good standing.

Responsibilities

• Conduct in-depth reviews for clients on retirement and estate planning.
• Deliver trusted financial advice regarding investments.
• Craft personalized financial strategies and solutions.

Skills

Financial planning

Investment sales

Client relationship management

Analytical skills

Market knowledge

Education

CIFP/CFP designation

Certification as a Mutual Funds Representative

Job description

A leading financial institution in North Vancouver is seeking a Financial Planner to enhance investment and banking relationships with clients. The role involves conducting reviews, delivering financial advice, and crafting personalized strategies. Candidates should be experienced in financial planning, preferably hold a CIFP/CFP designation, and possess a Mutual Funds Representative certification. This opportunity offers a competitive benefits package and a supportive work environment that values each individual's contributions.