Financial Planner - Sardis, BC (sardis Banch)

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

Job summary

An established industry player is seeking a passionate Financial Advisor to join their team in Chilliwack. This role involves building and nurturing investment and banking relationships, providing expert financial advice, and conducting thorough reviews for clients. The ideal candidate will have a strong background in financial planning and investment sales, along with a commitment to delivering exceptional client experiences. Join a purpose-driven organization that values inclusivity and offers a competitive compensation package while making a meaningful impact in the community.

Benefits

Competitive compensation package

Inclusive culture

Opportunity for community impact

Qualifications

• 3+ years of experience in financial planning and investment sales.
• Strong ability to cultivate relationships with clients and partners.

Responsibilities

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

Skills

Financial Planning

Investment Sales

Sales Management

Customer Relationship Management

Education

CIFP Diploma in Financial Planning

Bank-recognized equivalent

Job description

Requisition ID: #

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

Internally, this 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 primary banking relationships with existing customers as well as customers 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 to customers regarding complex investment and retirement planning.
• Be results-driven, proactively discovering our customers’ needs, and 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 working with peers, customers, and partners.
• Build relationships focused on providing excellent client experiences and growing long-standing customer relationships.

Do you have the skills to succeed in this role? We’d love to hear from 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.
• 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.

Locations:

Canada: British Columbia: Chilliwack, Abbotsford, 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 for everyone. If you require accommodations during the recruitment process, please inform our Recruitment team. Candidates must apply online to be considered. We appreciate all applicants' interest; however, only those selected for an interview will be contacted.