Investment & Retirement Planner

Scotiabank; Richmond; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Richmond is seeking a Financial Planner to enhance client relationships and provide expert investment advice. This role requires a strong background in financial planning and investment sales, with relevant certifications and an ability to work in a collaborative team environment. Strong engagement and personalized solutions to clients' financial goals are key responsibilities. Competitive compensation and an inclusive culture are important aspects of this position.

Benefits

Competitive compensation and benefits

Supportive work environment for work-life balance

Relocation support (upon approval)

Qualifications

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

Responsibilities

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

Skills

Financial planning

Investment sales

Relationship management

Collaborative teamwork

Education

CIFP CFP designation

Mutual Funds Representative certification

Job description

A leading financial institution in Richmond is seeking a Financial Planner to enhance client relationships and provide expert investment advice. This role requires a strong background in financial planning and investment sales, with relevant certifications and an ability to work in a collaborative team environment. Strong engagement and personalized solutions to clients' financial goals are key responsibilities. Competitive compensation and an inclusive culture are important aspects of this position.