Wealth Planner & Investment Advisor

Scotiabank; Toronto; On-site; CAD 65,000 - 85,000; Full time

Job summary

A leading financial institution is looking for a Financial Planner in Toronto to establish and deepen client investment relationships. This role targets achieving investment sales goals, providing tailored financial strategies, and enhancing client experience with expert advice. Candidates should have relevant financial planning certifications and experience in investment sales. The offer includes competitive compensation and a supportive work environment that promotes work-life balance.

Benefits

Competitive compensation and benefits

Work-life balance support

Relocation support

Qualifications

• Experience in financial planning and investment sales preferred.
• Completed CIFP/CFP designation or recognized equivalent.
• Certification as a Mutual Funds Representative in good standing.

Responsibilities

• Conduct in-depth reviews including retirement and wealth planning.
• Deliver trusted financial advice regarding investments.
• Build strong client relationships and ensure satisfaction.

Skills

Financial planning experience

Client relationship management

Investment sales knowledge

Collaborative teamwork

Goal-oriented mindset

Education

CIFP/CFP designation or equivalent

Mutual Funds Representative certification

Job description

A leading financial institution is looking for a Financial Planner in Toronto to establish and deepen client investment relationships. This role targets achieving investment sales goals, providing tailored financial strategies, and enhancing client experience with expert advice. Candidates should have relevant financial planning certifications and experience in investment sales. The offer includes competitive compensation and a supportive work environment that promotes work-life balance.