Apply on Kit Job: kitjob.ca/job/2g9443

Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About The Role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Key Responsibilities Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals. Exhibiting a natural curiosity to uncover and solve for client’s needs, delivering trusted financial advice to clients regarding their investments and retirement planning. Demonstrating self‑motivation and a goal‑oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. Fostering solid engagement, educating clients, offering insights, and delivering expert advice. Building relationships,



focusing on providing a great client experience and growing long‑standing relationships with existing clients. Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes. Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth. Skills Experience in financial planning and investment sales is preferred. Successfully completed the CIFP/CFP designation or bank‑recognised equivalent. Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank‑recognised equivalent. Thrive in a collaborative, results‑driven team culture where your contributions are recognised and rewarded. Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. Benefits Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers. An inclusive culture that values and recognises contributions, and a commitment to making a difference in our communities. A supportive work environment that promotes work‑life balance. Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role. Location(s): Canada : Ontario : Vaughan #J-18808-Ljbffr

Apply on Kit Job: kitjob.ca/job/2g9443

📌 Customer-Focused Financial Advisor (Vaughan)
🏢 Scotiabank
📍 Vaughan