Investment & Retirement Planning Advisor

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

Benefits offered by this job

Relocation support

Benefits package

Work-life balance

Job summary

Scotiabank's Victoria branch is seeking a Financial Planner (FAIR) to drive investment and retirement planning for an existing client portfolio. You will collaborate with branch partners to deepen relationships and meet sales goals through tailored financial strategies.

Responsibilities include retirement planning, wealth accumulation, and estate planning, using planning tools to align with clients’ goals. A client-centric advisor, you’ll provide guidance and support within a supportive,

Qualifications

• Experience in financial planning and investment sales preferred.
• CIFP/CFP designation or bank recognized equivalent.
• Mutual Funds Representative license with licensing requirements.
• Collaborative, results-driven team culture.
• Knowledge of market trends and regulatory environment.

Responsibilities

• Establish and deepen investment and primary banking relationships with existing clients and referrals.
• Meet or exceed negotiated deposit and investment sales goals.
• Manage an assigned portfolio of clients and deliver tailored financial strategies.
• Leverage technology tools to enhance client interactions and streamline planning processes.

Skills

Financial planning

Investment sales

Client relationship management

Education

CIFP/CFP designation or bank recognized equivalent

Job description

Scotiabank's Victoria branch is seeking a Financial Planner (FAIR) to drive investment and retirement planning for an existing client portfolio. You will collaborate with branch partners to deepen relationships and meet sales goals through tailored financial strategies.

Responsibilities include retirement planning, wealth accumulation, and estate planning, using planning tools to align with clients’ goals. A client-centric advisor, you’ll provide guidance and support within a supportive,