Senior Wealth and Investment Advisor

21 hours ago


Calgary, Alberta, Canada Scotiabank Full time
About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families, and communities achieve success through various advice, products, and services.

Job Summary

We are seeking an experienced Senior Wealth and Investment Advisor to join our team in Calgary. The ideal candidate will have at least 5 years of experience providing financial advice in the financial services industry, with a university degree in business, commerce, or financial planning, and hold the Certified Financial Planner (CFP) designation.

Key Responsibilities:
  • Provide tailored and timely financial advice to clients, ensuring their needs are proactively addressed.
  • Facilitate a team approach by referring clients to MD Private Investment Counsel, MD Private Trust, MD Insurance, and MD Banking Products.
  • Participate in seminars and information meetings throughout the region, implementing marketing strategies to provide advice and information concerning investment programs and related services.
Requirements:
  • Minimum of 5 years' experience providing financial advice within the financial services industry.
  • University degree in business, commerce, or financial planning.
  • Certified Financial Planner (CFP) designation.
  • IIROC licensed as a Registered Representative (IIROC-RR), including completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and 90-day training.
  • Life License (LLQP) and willingness to complete other regulatory requirements.
Salary and Benefits:

The estimated annual salary for this position is $120,000 - $180,000 CAD, depending on experience. Additionally, benefits include health insurance, retirement savings plan, and opportunities for professional development.


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