Wealth Planner: Retirement & Investment Advice

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

Benefits offered by this job

Competitive compensation and benefits

Supportive work environment

Work-life balance

Relocation support

Job summary

Scotiabank is hiring a Financial Advisor for Investment & Retirement Planning at Scarborough Town Centre, Toronto. This role involves establishing relationships with clients, providing financial advice, and promoting investment growth.

The successful candidate will have experience in financial planning, a CIFP/CFP designation, and be a Certified Mutual Funds Representative. The position offers competitive compensation, a supportive environment, and the potential for relocation support.

Qualifications

• Experience in financial planning and investment sales preferred.
• Successfully completed the CIFP/CFP designation or equivalent.
• Certification as a Mutual Funds Representative in good standing.
• Thrive in a collaborative, results-driven team culture.

Responsibilities

• Establish and deepen investment and banking relationships.
• Conduct in-depth reviews for assigned clients.
• Deliver trusted financial advice to clients.
• Build strong engagement and educate clients.

Skills

Experience in financial planning and investment sales

CIFP/CFP designation or equivalent

Certification as a Mutual Funds Representative

Knowledgeable of competitive offerings and market trends

Job description

Scotiabank is hiring a Financial Advisor for Investment & Retirement Planning at Scarborough Town Centre, Toronto. This role involves establishing relationships with clients, providing financial advice, and promoting investment growth.

The successful candidate will have experience in financial planning, a CIFP/CFP designation, and be a Certified Mutual Funds Representative. The position offers competitive compensation, a supportive environment, and the potential for relocation support.