Wealth & Retirement Planner — Financial Advisor

Scotiabank; Calgary; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Relocation support

Benefits package

Job summary

Scotiabank is seeking a Financial Planner within its Scotia Financial Planning and Wealth Management division. In this role, you will be part of the branch sales team, managing an assigned book of clients to meet deposit and investment sales goals while delivering tailored financial strategies and trusted advice.

You will conduct comprehensive reviews, promote proprietary investment business, and leverage technology to enhance client interactions and planning efficiencies.

Qualifications

• Experience in financial planning and investment sales is preferred.
• CIFP/CFP designation or bank recognized equivalent.
• Mutual Funds Representative licensing in good standing with Investment Funds in Canada or bank-recognized equivalent.
• Thrives in collaborative, results-driven team culture.
• Knowledgeable of market trends, competitive offerings, and regulatory environment.

Responsibilities

• Conduct in-depth client reviews covering retirement planning, wealth accumulation, and estate planning.
• Provide trusted financial advice on investments and retirement planning.
• Identify client needs and craft personalized financial strategies.
• Educate clients, offer insights, and deliver expert advice.
• Build and deepen relationships to grow the client book.
• Leverage technology tools to enhance planning processes.
• Aim to meet or exceed sales and service targets.

Skills

Financial planning

Investment sales

Team collaboration

Client relationship management

Education

CIFP/CFP designation or equivalent

Mutual Funds Representative license

Investment Funds in Canada licensing

Job description

Scotiabank is seeking a Financial Planner within its Scotia Financial Planning and Wealth Management division. In this role, you will be part of the branch sales team, managing an assigned book of clients to meet deposit and investment sales goals while delivering tailored financial strategies and trusted advice.

You will conduct comprehensive reviews, promote proprietary investment business, and leverage technology to enhance client interactions and planning efficiencies.