Wealth Planner & Investment Advisor

Scotiabank; Vaughan; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in Canada is seeking a Financial Planner to join their team in Vaughan. This role involves building client relationships, delivering trusted financial advice on investments and retirement planning, and achieving sales goals. Candidates should have experience in financial planning and investment sales, along with relevant certifications. This position offers a competitive compensation package and an inclusive work environment.

Benefits

Competitive compensation and benefits

Supportive work environment

Commitment to community difference

Qualifications

• Experience in financial planning and investment sales is preferred.
• Certification as a Mutual Funds Representative in good standing required.
• Knowledge of market trends and regulatory environment.

Responsibilities

• Establish and deepen client investment and banking relationships.
• Conduct in-depth reviews including retirement and estate planning.
• Deliver trusted financial advice for investments and retirement.

Skills

Financial planning experience

Investment sales knowledge

Collaborative mindset

Education

CIFP CFP designation

Mutual Funds Representative certification

Job description

A leading bank in Canada is seeking a Financial Planner to join their team in Vaughan. This role involves building client relationships, delivering trusted financial advice on investments and retirement planning, and achieving sales goals. Candidates should have experience in financial planning and investment sales, along with relevant certifications. This position offers a competitive compensation package and an inclusive work environment.