Wealth Advisor & Personal Financial Planner

Wealth Advisor & Personal Financial Planner

Full-Time 63000 - 77000 $ / year (est.) On-site
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At a Glance

  • Tasks: Help clients build their financial futures with expert advice and personalized plans.
  • Company: Join Scotiabank, a leader in financial services with a supportive culture.
  • Benefits: Enjoy a comprehensive benefits package and opportunities for career growth.
  • Other info: Progress towards mutual funds licensing and CIFP Diploma in a dynamic environment.
  • Why this job: Make a real difference in people's lives while developing your financial expertise.
  • Qualifications: Strong relationship-building skills and a passion for finance.

The predicted salary is between 63000 - 77000 $ per year.

Scotiabank is seeking a Financial Advisor in Waterloo, Ontario to help clients build their futures.

You will engage customers, assess needs, and deliver holistic financial plans with expert advice.

The role emphasizes relationship-building, sales performance, and ongoing development within a supportive, inclusive culture.

The position focuses on mutual funds licensing and progression toward the CIFP Diploma, with opportunities for career growth and a comprehensive benefits package in a

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Wealth Advisor & Personal Financial Planner 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.

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Contact Details:

Scotiabank Recruitment Team

We think you need these skills to ace Wealth Advisor & Personal Financial Planner

Relationship-Building
Sales Performance
Financial Planning
Customer Engagement
Needs Assessment
Mutual Funds Licensing
CIFP Diploma Progression