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Investment Advice Specialist

1 week ago

Burnaby, British Columbia, Canada Scotiabank Full time
About Scotiabank
We are a leading bank in the Americas, committed to making a difference in our communities – for you and your clients. Our purpose is 'for every future', guiding us to provide advice, products, and services that help our customers achieve success.

Your Role
This role is focused on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your key responsibility is providing investment and financial planning advice to help clients meet their unique goals.

Key Skills and Qualifications
To succeed in this role, you should have experience in financial planning and investment sales. You should also hold a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation. Additionally, you should have mutual funds certified professional status with current accreditation and good standing for MFDA licensing requirements.

What We Offer
You will have access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software. You will also be part of a work culture that promotes diversity, respect, and inclusion.