Wealth & Retirement Planner - Client Advisor

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

Job summary

A leading bank in the Americas is seeking a Financial Planner in Burlington to join its team. The role involves establishing and deepening relationships with clients, providing personalized financial strategies, and achieving sales targets. Ideal candidates will have financial planning experience, relevant certifications, and the ability to thrive in a collaborative environment. This position offers competitive compensation, a supportive culture, and opportunities for community involvement.

Benefits

Competitive compensation and benefits

Supportive work-life balance

Inclusive culture

Qualifications

• Experience in financial planning and investment sales preferred.
• Ability to thrive in a collaborative, results-driven environment.
• Knowledge of market trends and regulations.

Responsibilities

• Conduct in-depth financial reviews for clients.
• Provide trusted financial advice and craft personalized financial strategies.
• Build long-term relationships focusing on client satisfaction.

Skills

Financial planning

Investment sales

Client relationship management

Market knowledge

Education

CIFP CFP designation

Certification as a Mutual Funds Representative

Job description

A leading bank in the Americas is seeking a Financial Planner in Burlington to join its team. The role involves establishing and deepening relationships with clients, providing personalized financial strategies, and achieving sales targets. Ideal candidates will have financial planning experience, relevant certifications, and the ability to thrive in a collaborative environment. This position offers competitive compensation, a supportive culture, and opportunities for community involvement.