Financial Planner

1 month ago


Kelowna, British Columbia, Canada Scotiabank Full time

As a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

Key responsibilities include:

  • Conducting in-depth reviews for assigned clients to identify their financial goals and develop personalized financial strategies.
  • Providing trusted financial advice to clients regarding their investments and retirement planning.
  • Exhibiting a natural curiosity to uncover and solve for client needs, delivering expert advice and fostering strong engagement.
  • Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.

Requirements include:

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation.
  • You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You're able to work independently as a self-motivated entrepreneur with minimal supervision.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

Scotiabank offers a competitive compensation and benefits package that rewards growing and maintaining your client base, as well as access to leading-edge resources to support your growth.


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