Wealth Planner & Retirement Strategy Advisor

Scotiabank; City of Langley; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in the Americas is seeking a Financial Planner in Langley to manage client portfolios, focusing on investment and banking relationship growth. The ideal candidate has experience in financial planning, holds CIFP/CFP certification, and thrives in a collaborative team culture. This role includes competitive compensation and benefits, with a commitment to work-life balance and community impact. Relocation support may be available upon approval.

Benefits

Competitive compensation

Inclusive culture

Work-life balance

Qualifications

• Experience in financial planning and investment sales is preferred.
• Strong collaboration skills in a team environment.
• Ability to understand market trends and economic conditions.

Responsibilities

• Establish and deepen client investment and banking relationships.
• Conduct in-depth financial reviews for assigned clients.
• Promote the growth of proprietary investment business.

Skills

Financial planning

Investment sales

Client relationship management

Effective communication

Education

CIFP/CFP designation or equivalent

Mutual Funds Representative certification

Job description

A leading bank in the Americas is seeking a Financial Planner in Langley to manage client portfolios, focusing on investment and banking relationship growth. The ideal candidate has experience in financial planning, holds CIFP/CFP certification, and thrives in a collaborative team culture. This role includes competitive compensation and benefits, with a commitment to work-life balance and community impact. Relocation support may be available upon approval.