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 agile setting.
In this pivotal role, known internally as Financial Advisor, Investment and Retirement Planning (FAIR), you join a collaborative 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.
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📌 Investment & Retirement Financial Advisor (West Vancouver)
🏢 Scotiabank
📍 West Vancouver