Wealth Planner & Investment Advisor

Scotiabank; Montreal; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation and benefits package

Relocation support

Work-life balance promotion

Job summary

A leading bank in Canada seeks a Financial Advisor for their investment and retirement planning teams. The role focuses on building and maintaining relationships with clients to meet financial goals. Key responsibilities include in-depth financial reviews, providing expert advice, and leveraging technology to enhance client interactions. Successful candidates will have financial planning experience and the necessary certifications, contributing to a supportive and inclusive work environment.

Qualifications

• Experience in financial planning and investment sales is preferred.
• Must have completed the IPF (IQPF) designation or bank recognized equivalent.
• Certification as a Mutual Funds Representative in good standing is required.

Responsibilities

• Conduct in‑depth reviews for assigned clients.
• Provide trusted financial advice across investments and retirement planning.
• Build strong engagement and educate clients on their financial needs.

Skills

Financial planning expertise

Investment sales experience

Client relationship management

Collaborative mindset

Education

Successfully completed the IPF (IQPF) designation

Certification as a Mutual Funds Representative

Job description

A leading bank in Canada seeks a Financial Advisor for their investment and retirement planning teams. The role focuses on building and maintaining relationships with clients to meet financial goals. Key responsibilities include in-depth financial reviews, providing expert advice, and leveraging technology to enhance client interactions. Successful candidates will have financial planning experience and the necessary certifications, contributing to a supportive and inclusive work environment.