At a Glance
- Tasks: Manage client portfolios and provide expert financial guidance on retirement and wealth.
- Company: Join Scotiabank, a leader in financial services with a strong community focus.
- Benefits: Enjoy competitive pay, career development, and a supportive work environment.
- Other info: Collaborative team atmosphere with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: CIFP/CFP or equivalent, plus a Mutual Funds Representative license.
The predicted salary is between 50715 - 61985 $ per year.
Scotiabank is seeking a Financial Planner in the Scotia Financial Planning division to manage an assigned client portfolio, deepen investment and banking relationships, and drive growth in the local market.
The role emphasizes professional financial guidance, retirement planning, and wealth management within a branch network.
The ideal candidate brings CIFP/CFP or equivalent, a Mutual Funds Representative license, and a collaborative, results-driven orientation.
Financial Planner & Investment Advisor employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
