Shape financial futures as an Investment and Retirement Financial Advisor with Scotiabank in West Vancouver, British Columbia. Focus on client needs and exceed investment goals in a dynamic setting.

In this pivotal role, known internally as Financial Advisor, Investment and Retirement Planning (FAIR), you join a cooperative sales team to meet client investment and banking needs. You will establish financial planning strategies through detailed reviews focused on retirement, wealth accumulation, and estate planning. Your self-motivation and customer engagement skills will enhance client relationships and drive success.

Key Responsibilities:



• Conduct comprehensive financial reviews for clients • Provide personalized investment and retirement strategies • Engage clients through education and insights • Build long-lasting relationships with existing clients • Utilize technology to improve planning interactions

Requirements: • Preferred financial planning and investment sales experience • CIFP/CFP designation or equivalent certification • Mutual Funds Representative certification in good standing • Knowledge of economic conditions and market trends • Results-driven mindset in a team-oriented culture

Leverage your expertise to impact clients' financial journeys at Scotiabank. #J-18808-Ljbffr

📌 Investment & Retirement Financial Advisor (Winnipeg)
🏢 Scotiabank
📍 Winnipeg