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.
📌 Investment & Retirement Financial Advisor (West Vancouver)
🏢 Scotiabank
📍 West Vancouver
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