Wealth Planner – Branch Network

Scotiabank; District of North Vancouver; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Financial Planner to join their team in North Vancouver. The role involves establishing and managing client relationships, developing personalized financial strategies, and achieving sales goals. Ideal candidates have financial planning experience and relevant certifications. The position offers competitive compensation, a supportive work environment, and opportunities for career growth in an inclusive culture.

Benefits

Competitive compensation and benefits

Supportive work environment

Relocation support

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

• Establish and deepen investment and primary banking relationships with clients.
• Conduct in-depth reviews for assigned clients including retirement planning.
• Utilize financial planning skills and tools to support clients’ financial goals.

Skills

Financial planning experience

Investment sales knowledge

Collaborative mindset

Knowledge of market trends

Education

CIFP/CFP designation or equivalent

Mutual Funds Representative certification

Job description

A leading financial institution is seeking a Financial Planner to join their team in North Vancouver. The role involves establishing and managing client relationships, developing personalized financial strategies, and achieving sales goals. Ideal candidates have financial planning experience and relevant certifications. The position offers competitive compensation, a supportive work environment, and opportunities for career growth in an inclusive culture.