Financial Planner: Retirement & Investment Strategy

Scotiabank; Fort St. John; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Relocation assistance (upon approval)

Competitive compensation and benefits

Inclusive culture and community impact

Work-life balance

Job summary

Scotiabank invites applications for the Financial Advisor, Investment and Retirement Planning (FAIR) role in its retail branch network. As a Financial Planner, you will manage a portfolio of clients and help them reach deposit and investment goals through personalized financial strategies.

You will deepen relationships, educate clients on retirement planning and wealth strategies, and use advanced planning tools to deliver trusted advice.

Qualifications

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

Responsibilities

• Conduct in-depth reviews for clients including retirement planning, wealth accumulation and estate planning.
• Uncover client needs and deliver trusted financial advice on investments and retirement planning.
• Craft personalized financial strategies and solutions based on client goals.
• Foster engagement, educate clients, and deliver expert financial guidance.
• Build long-standing relationships and focus on great client experience.
• Leverage technology tools to enhance interactions and planning processes.
• Aim for targets while balancing client satisfaction and business growth.

Skills

Financial planning

Investment sales

Team collaboration

Regulatory knowledge

Market trends

Education

CFP/CIFP designation or bank equivalent

Mutual Funds Representative license

Job description

Scotiabank invites applications for the Financial Advisor, Investment and Retirement Planning (FAIR) role in its retail branch network. As a Financial Planner, you will manage a portfolio of clients and help them reach deposit and investment goals through personalized financial strategies.

You will deepen relationships, educate clients on retirement planning and wealth strategies, and use advanced planning tools to deliver trusted advice.