Investment & Retirement Planner (FAIR) – Ottawa

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

Benefits offered by this job

Relocation support (upon approval)

Competitive incentives

Work-life balance

Job summary

Scotiabank in Ottawa is seeking a Financial Advisor, Investment and Retirement Planning (FAIR) to grow and protect clients' wealth. You will manage an assigned book, deepen relationships, and collaborate with branch partners to meet deposit and investment sales goals.

You will conduct retirement planning, wealth accumulation, and estate planning with a client-first approach, using planning tools to deliver personalized strategies and trusted advice.

Qualifications

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

Responsibilities

• Conduct in-depth reviews for retirement planning, wealth accumulation, and estate planning.
• Deliver trusted financial advice regarding investments and retirement planning.
• Craft personalized financial strategies to meet clients' needs.
• Foster client education, engagement, and long-term relationships.
• Leverage technology tools to enhance client interactions and planning processes.
• Aim to meet or exceed deposit and investment sales goals.

Skills

Financial planning

Investment sales

Collaborative teamwork

Regulatory knowledge

Market trends

Education

CIFP/CFP designation or bank-recognized equivalent

Mutual Funds Representative license (Investment Funds in Canada)

Tools

Investment planning software

Financial planning tools

Job description

Scotiabank in Ottawa is seeking a Financial Advisor, Investment and Retirement Planning (FAIR) to grow and protect clients' wealth. You will manage an assigned book, deepen relationships, and collaborate with branch partners to meet deposit and investment sales goals.

You will conduct retirement planning, wealth accumulation, and estate planning with a client-first approach, using planning tools to deliver personalized strategies and trusted advice.