Investment & Retirement Planner - Client-Focused Advisor

Scotiabank; Hamilton; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Relocation support (upon approval)

Competitive incentives

Job summary

Scotiabank in Hamilton, Ontario is seeking a Financial Planner (FAIR) to join the retail branch network. You will build and deepen investment and banking relationships, help clients achieve financial goals, and drive portfolio growth through personalized planning and advice.

The role emphasizes collaboration with branch partners, high-quality client service, and leveraging technology to enhance planning and outcomes, with relocation support available upon approval.

Qualifications

• Experience in financial planning and investment sales is preferred.
• CIFP/CFP designation or bank recognized equivalent.
• Mutual Funds Representative certification with licensing requirements, having completed Investment Funds in Canada or bank-recognized equivalent.
• Thrive in a collaborative, results-driven team culture.
• Knowledgeable of market trends, regulatory environment, and competitive offerings.

Responsibilities

• Establish and deepen investment and primary banking relationships with existing clients.
• Meet or exceed deposit and investment sales goals through portfolio management.
• Promote development and growth of proprietary investment business in the assigned market area.
• Provide trusted financial advice and personalized strategies to clients.

Skills

Financial planning

Investment sales

Client relationships

Team collaboration

Education

CIFP/CFP designation

Mutual Funds Representative license

Job description

Scotiabank in Hamilton, Ontario is seeking a Financial Planner (FAIR) to join the retail branch network. You will build and deepen investment and banking relationships, help clients achieve financial goals, and drive portfolio growth through personalized planning and advice.

The role emphasizes collaboration with branch partners, high-quality client service, and leveraging technology to enhance planning and outcomes, with relocation support available upon approval.