Wealth & Retirement Planner — Relocation Support

Scotiabank; Vernon; On-site; CAD 60,000 - 95,000; Full time

Benefits offered by this job

Relocation support (upon approval)

Competitive incentives

Job summary

Scotiabank in Vernon, BC is seeking a Financial Planner (FAIR) to join the retail branch network. You will manage a client portfolio, deepen investment and banking relationships, and drive deposit and investment sales through effective planning and advisory services.

The role focuses on growth of proprietary investment business in the assigned market area, delivering trusted financial advice and leveraging technology tools to enhance client interactions.

Qualifications

• Experience in financial planning and investment sales.
• CFP/CIFP designation or bank-recognized equivalent.
• Mutual Funds Representative license in good standing.

Responsibilities

• Conduct retirement planning, wealth accumulation and estate planning reviews.
• Provide investment and retirement guidance to clients.
• Develop personalized financial strategies and solutions for clients.

Skills

Collaborative culture

Market trends

Regulatory environment

Education

CIFP/CFP designation or bank-recognized equivalent

Mutual Funds Representative license

Job description

Scotiabank in Vernon, BC is seeking a Financial Planner (FAIR) to join the retail branch network. You will manage a client portfolio, deepen investment and banking relationships, and drive deposit and investment sales through effective planning and advisory services.

The role focuses on growth of proprietary investment business in the assigned market area, delivering trusted financial advice and leveraging technology tools to enhance client interactions.