Financial Planner - Sardis, BC (Sardis Banch)

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

Job summary

A leading bank in the Americas is seeking a Financial Planner for its Sardis Branch in Chilliwack. This role involves providing trusted financial advice, managing customer portfolios, and achieving sales goals through effective relationship building. Candidates should have a CIFP Diploma and at least three years of experience in financial planning. The position offers a competitive compensation package and the chance to make a lasting impact on customers.

Benefits

Competitive compensation and benefits package

Opportunity to make a lasting impact

Inclusive culture

Qualifications

• Minimum of three years’ experience in financial planning and investment sales.
• Demonstrated sales management experience.

Responsibilities

• Conduct comprehensive reviews for assigned customers, including retirement and estate planning.
• Establish and deepen investment and banking relationships.

Skills

Financial Sales

Relationship Building

Customer Engagement

Education

CIFP Diploma in Financial Planning

Job description

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Title: Financial Planner - Sardis, BC (Sardis Branch)

Requisition ID: 221011

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

Internally, the position is known as the Financial Advisor, Investment & Retirement Planning. You will be part of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned customer portfolio. Your primary role is to establish and deepen investment and banking relationships with existing customers as well as those referred by branch partners.

Is this role right for you? In this role, you will:

• Be passionate about financial sales and delivering trusted financial advice regarding complex investment and retirement planning to customers.
• Be results-driven by proactively discovering our customers’ needs, listening to understand their goals.
• Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills to create customized strategies and solutions.
• Be highly engaged, educating customers, providing relevant insights, and offering expert advice.
• Demonstrate a collaborative approach when dealing with peers, customers, and partners.
• Build relationships focused on delivering a great client experience and fostering long-term relationships with existing customers.

Do you have the skills to succeed in this role? We’d love to work with you if you have:

• Successfully completed the CIFP Diploma in Financial Planning (or a Bank-recognized equivalent).
• A minimum of three years’ experience in financial planning and investment sales.
• Demonstrated sales management experience and the ability to market Scotiabank.
• Ability to cultivate strong relationships with customers, peers, and partners.

What’s in it for you?

• A competitive compensation and benefits package tailored for the Financial Advisor, Retirement, and Investment Planning role.
• The opportunity to make a lasting impact on an assigned book of customers.
• An inclusive culture that values and recognizes employee contributions.
• An organization committed to making a difference in our communities—for you and your customers.

Location(s): Canada : British Columbia : Chilliwack || Canada : British Columbia : Abbotsford || Canada : British Columbia : Mission

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future," we help our customers, their families, and communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings and are committed to creating an inclusive and accessible environment. If you require accommodations during the recruitment and selection process, please let our Recruitment team know. For technical assistance, please click here. Candidates must apply online to be considered. We thank all applicants; however, only those selected for an interview will be contacted.