Investment and Retirement Planning Advisor

4 weeks ago


Canada Scotiabank Full time

Requisition ID: #

Join a purpose-driven team dedicated to achieving results within an inclusive and high-performing environment.

About the Position

As a member of the branch sales team, you will play a crucial role in driving the overall success of the team by meeting and exceeding established deposit and investment sales targets through effective management of your designated customer portfolio. Your primary responsibility will be to establish and deepen investment and primary banking relationships with both existing clients and those referred by branch partners.

Is This Role Right for You?

In this position, you will:

  1. Exhibit a passion for financial sales while providing trusted financial guidance to clients on complex investment and retirement planning matters.
  2. Adopt a results-oriented mindset by proactively identifying customer needs and listening attentively to their objectives.
  3. Conduct thorough reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing your financial planning expertise to develop tailored financial strategies and solutions.
  4. Engage actively with clients, offering relevant insights and expert advice.
  5. Collaborate effectively with colleagues, clients, and partners.
  6. Build strong relationships, focusing on delivering an exceptional client experience and nurturing long-term connections with existing clients.
Do You Have the Skills to Succeed in This Role?

We would love to work with you if you possess:

  1. A completed CIFP Diploma in Financial Planning (or a recognized equivalent).
  2. A minimum of three years of experience in financial planning and investment sales.
  3. Demonstrated experience in sales management and the ability to promote Scotiabank effectively.
  4. The capability to foster strong relationships with clients, colleagues, and partners.
What’s in It for You?

We offer:

  1. A competitive compensation and benefits package tailored for the Investment and Retirement Planning Advisor role.
  2. The opportunity to make a lasting impact on your assigned customer portfolio.
  3. An inclusive culture that values and recognizes the contributions of our employees.
  4. A commitment to making a positive difference in our communities – for you and your clients.

Location: Canada : Quebec : Laval

Scotiabank is a leading financial institution in the Americas. Guided by our purpose: "for every future", we assist our clients, their families, and their communities in achieving success through a comprehensive range of advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences that each individual brings to the organization and are committed to fostering an inclusive and accessible environment for all. If you require accommodation during the recruitment process, please inform our Recruitment team. Candidates must apply online to be considered for this role. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.

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