Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Would you like to complete your internship with an organization that has been in the market for more than 35 years, dedicated to improving our customers' financial well-being through comprehensive and innovative solutions? Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.

Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals. Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.

Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.



Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.

Experience in financial planning and investment sales is preferred. Successfully completed the CIFP/CFP designation or bank recognized equivalent.

Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent. Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. Competitive compensation and advantages package, and the ability to make a lasting impact on an assigned book of customers.

An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities. Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role. Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division.

If you are interested in learning more about this role, please review our "Financial Planner, Scotia Financial Planning" postings. We are an international, modern, and digital bank. Work-life balance matters to us - we are the first bank in Chile to reduce the workweek to 39 hours!

Continuous learning and development - participate in projects, conferences, and events that help you build new skills and gain relevant knowledge. At Scotiabank, inclusion is part of the way we do business.

📌 Financial Advisor, Investment & Retirement Planning - Truro Branch (Halifax Regional Municipality)
🏢 Scotiabank
📍 Halifax Regional Municipality