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Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.Key Responsibilities:Establish...
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Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.Key Responsibilities:Establish...
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Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
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Financial Planner
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Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
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Financial Planner
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Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening relationships with existing customers, as well as those referred by branch partners.Key...
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Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening relationships with existing customers, as well as those referred by branch partners.Key...
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Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
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Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
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Financial Planner
4 weeks ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
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Financial Planner
4 weeks ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
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Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening relationships with existing customers, as well as those referred by branch partners.Key...
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Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening relationships with existing customers, as well as those referred by branch partners.Key...
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Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
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Financial Planner
1 month ago
Kelowna, British Columbia, Canada Scotiabank Full timeAbout the RoleAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
Financial Planner
2 months ago
Join a purpose-driven team committed to results in an inclusive and high-performing culture.
About the RoleAs a Financial Planner, you will be a key member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding sales goals through effective management of your assigned portfolio of customers.
- Establish and deepen investment and primary banking relationships with existing customers and those referred by branch partners.
- Deliver trusted financial advice to customers regarding complex investment and retirement planning.
- Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning.
- Provide expert advice and educate customers on relevant financial insights.
- Demonstrate a collaborative approach when dealing with peers, customers, and partners.
- Build long-standing relationships with existing customers and provide a great client experience.
- Successful completion of the CIFP Diploma in Financial Planning or equivalent.
- Minimum three years of experience in financial planning and investment sales.
- Demonstrated sales management experience and ability to market Scotiabank.
- Ability to cultivate strong relationships with customers, peers, and partners.
- A competitive compensation and benefits package tailored for the Financial Advisor, Retirement, and Investment Planning role.
- The opportunity to make a lasting impact on an assigned book of customers.
- An inclusive culture that values and recognizes employees' contributions.
- An organization committed to making a difference in our communities.
Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.
We value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone.
