Financial Planner, Rutland Branch - Kelowna

Scotiabank; Kelowna; On-site; CAD 60,000 - 100,000; Full time

Job summary

A prominent financial institution is seeking a Financial Advisor in Kelowna to drive investment and retirement solutions for clients. The ideal candidate will have a CIFP CFP designation and experience in financial planning, aiming to build lasting relationships and achieve sales targets in a supportive, inclusive workplace. Benefits include competitive compensation, a strong focus on client satisfaction, and a culture that values community involvement.

Benefits

Competitive compensation and benefits

Supportive work environment

Work-life balance promotion

Qualifications

• Experience in financial planning and investment sales preferred.
• Collaborative, results-driven team player.
• Knowledge of market trends, economic conditions, and regulatory environment.

Responsibilities

• Contribute to the team's success by meeting or exceeding sales goals.
• Establish and deepen investment and banking relationships.
• Provide financial advice regarding investments and retirement planning.

Skills

Financial Planning

Investment Sales

Client Relationship Management

Market Knowledge

Education

CIFP CFP designation or equivalent

Mutual Funds Representative License

Job description

Requisition ID: #

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

About the role

As a Financial Advisor, Investment and Retirement Planning (FAIR), you will be a key member of our retail branch sales team. Your main responsibility is to contribute to the team’s success by meeting or exceeding deposit and investment sales goals through effective management of your client portfolio.

Your primary focus is to establish and deepen investment and banking relationships with existing clients and referrals from branch partners. You will promote the growth of proprietary investment business in your market area by:

1. Conducting in-depth reviews for clients, including retirement, wealth, and estate planning, using financial planning tools to support their goals.
2. Uncovering client needs and providing trusted financial advice regarding investments and retirement planning.
3. Crafting personalized financial strategies based on client needs.
4. Fostering engagement, educating clients, and delivering expert advice.
5. Building strong relationships to ensure a great client experience and long-term loyalty.
6. Using advanced technology to enhance client interactions and streamline processes.
7. Achieving targets while maintaining a focus on client satisfaction and business growth.

Skills and qualifications

• Experience in financial planning and investment sales preferred.
• Completed CIFP CFP designation or equivalent recognized by the bank.
• Licensed as a Mutual Funds Representative with completed Investment Funds in Canada or equivalent.
• Collaborative, results-driven team player.
• Knowledge of market trends, economic conditions, and regulatory environment.

What’s in it for you?

• Competitive compensation and benefits, with opportunities to impact an existing client base.
• Inclusive culture that values contributions and community involvement.
• Supportive environment promoting work-life balance.

Note: Opportunities within Scotia Financial Planning are also available. For more info, see our “Financial Planner, Scotia Financial Planning” postings.

Location

Canada, British Columbia, Kelowna

Scotiabank is committed to diversity and inclusion. If you need accommodations during recruitment, please inform our team. Only shortlisted candidates will be contacted. Thank you for your interest in a career at Scotiabank.