Wealth Planner – Retirement & Investment Guidance

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

Job summary

A leading bank in the Americas is seeking a Financial Planner for their Kitchener branch. The role involves establishing and deepening client relationships and providing trusted financial advice. Candidates should have experience in financial planning, a CIFP CFP designation, and be a certified Mutual Funds Representative. The position offers competitive compensation and a supportive work environment promoting work-life balance.

Benefits

Competitive compensation and benefits

Supportive work environment

Commitment to work-life balance

Qualifications

• Experience in financial planning and investment sales is preferred.
• Successfully completed the CIFP CFP designation or bank recognised equivalent.
• Certification as a Mutual Funds Representative in good standing.

Responsibilities

• Conduct in-depth reviews for clients including retirement and estate planning.
• Build and deepen investment and banking relationships with clients.
• Leverage advanced technology tools for financial planning.

Skills

Financial planning

Investment sales

Client relationship management

Analytical skills

Education

CIFP CFP designation or equivalent

Mutual Funds Representative certification

Job description

A leading bank in the Americas is seeking a Financial Planner for their Kitchener branch. The role involves establishing and deepening client relationships and providing trusted financial advice. Candidates should have experience in financial planning, a CIFP CFP designation, and be a certified Mutual Funds Representative. The position offers competitive compensation and a supportive work environment promoting work-life balance.