Advance your career as a Financial Planning Advisor at Scotiabank in Surrey, specializing in Investment and Retirement Planning. Utilize your financial acumen to meet client needs and achieve sales goals.
This role, recognized internally as Financial Advisor, Investment and Retirement Planning (FAIR), requires you to effectively manage client portfolios while establishing meaningful banking relationships. Your expertise will guide clients through retirement, estate planning, and wealth accumulation, ensuring they receive trusted financial advice. You will actively engage with clients while leveraging technology to streamline financial insights and enhance client satisfaction.
Key Responsibilities:
• Conduct comprehensive evaluations of client financial positions
• Tailor financial plans to meet specific client objectives




• Build and maintain strong client relationships
• Employ advanced technology for productive planning
• Monitor performance towards achieving business growth targets
Requirements:
• Experience in financial planning and investment sales is preferred
• Completion of CIFP/CFP designation or recognized equivalent
• Mutual Funds Representative certification in good standing
• Knowledge of current market and regulatory conditions
• Results-driven mindset in a collaborative setting
Support clients’ financial aspirations and thrive in a rewarding environment at Scotiabank in Surrey.
#J-18808-Ljbffr

📌 Financial Planning Advisor at Scotiabank (Surrey)
🏢 Scotiabank
📍 Surrey