Elevate your career as a Financial Planner at Scotiabank in Victoria, British Columbia, where you'll help clients achieve their financial dreams. Focus on investment and retirement planning while building strong client relations.

In this role, known internally as Financial Advisor, Investment and Retirement Planning, you will manage client portfolios and tailor financial advice to meet specific needs. Expect to employ your financial expertise and collaborative skills within a high-performing sales team to exceed investment goals.

Key Responsibilities:
• Perform in-depth financial reviews for clients
• Develop customized financial strategies and solutions
• Foster educational engagements with clients on investment




• Strengthen client relationships and satisfaction
• Use advanced technology for streamlined planning

Requirements:
• Background in financial planning and sales preferred
• CIFP/CFP designation or bank-recognized equivalent
• Mutual Funds Representative certification in good standing
• Familiarity with market conditions and regulations
• Motivated and team-oriented team player mindset

Support client success and financial growth as a Financial Planner at Scotiabank in British Columbia.
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📌 Financial Planner at Scotiabank British Columbia
🏢 Scotiabank
📍 British Columbia