Join Scotiabank’s team as an Investment Advisor specializing in retirement planning in Campbell River, British Columbia. Focus on meeting investment goals while delivering exceptional client experiences. As a Financial Planner referred to as Financial Advisor in our retail branch, you will manage a portfolio of clients, contributing to the team by exceeding investment sales targets.

Your role includes deepening client relationships through comprehensive financial planning and personalized investment advice. Leverage your expertise in financial tools to drive business growth in your assigned market. Key Responsibilities:
Promote investment business growth in assigned market area
Develop personalized financial strategies for clients




Engage and educate clients on investment prospects
Build long-lasting relationships with existing clients
Apply advanced technology for effective financial planning Requirements:
Preferred experience in financial planning and investment sales
CIFP/CFP designation or equivalent completed
Active Mutual Funds Representative certification
Knowledge of competitive products and market dynamics
Solid teamwork and results-oriented mindset Bring your investment planning skills to Scotiabank as you help clients navigate their financial journeys.

📌 Investment Advisor Retirement Planning Role Campbell River
🏢 Scotiabank
📍 Campbell River