Financial Advisor Investment and Retirement Planning
Scotiabank is an international bank offering personal, business and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets services. Its clients include individuals, businesses, corporations, institutions and investors across Canada, the United States, Mexico, Latin America, Europe and Asia Pacific.
About Scotiabank
Scotiabank, also known as The Bank of Nova Scotia, provides a broad range of financial products and services, including deposit accounts, credit cards, lending, mortgages, insurance, investments, wealth management, private banking, corporate and investment banking, capital markets, foreign exchange, financing, advisory services and transaction banking. The organization serves personal banking customers, small and mid-sized businesses, commercial clients, corporate and institutional clients, and investors through its global network.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You manage an assigned client portfolio and contribute to deposit and investment sales goals. You conduct retirement, wealth accumulation, and estate planning reviews, provide investment advice, develop personalized financial strategies, educate clients, build long-term relationships, use technology to improve planning processes, and balance client satisfaction with business growth.
Requirements
- Experience in financial planning and investment sales preferred
- CIFP or CFP designation or bank-recognized equivalent
- Mutual Funds Representative certification in good standing
- Investment Funds in Canada or bank-recognized equivalent
- Knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment
Responsibilities
- Manage an assigned client portfolio
- Meet or exceed deposit and investment sales goals
- Conduct retirement planning, wealth accumulation, and estate planning reviews
- Provide trusted investment and retirement planning advice
- Identify client needs and develop personalized financial strategies
- Educate clients and deliver expert financial advice
- Build long-term client relationships
- Use technology tools to improve client interactions and financial planning processes
Benefits
- Relocation support upon approval
- Competitive incentives
- Work-life balance
