Shape financial futures as a Financial Planner with Scotiabank in Victoria, British Columbia. Leverage your expertise in investment and retirement planning to support clients in achieving their goals.

As a Financial Advisor in the Scotia Financial Planning team, you will focus on growing client relationships and meeting investment sales targets. Your role involves conducting comprehensive financial reviews, uncovering clients' needs, and delivering tailored financial strategies. Join a supportive team that values trust, collaboration, and client satisfaction.

Key Responsibilities:
• Conduct in-depth reviews for retirement, wealth, and estate planning
• Deliver trusted financial advice on investments and planning




• Build and maintain long-term client relationships
• Utilize technology to enhance client interactions
• Achieve sales targets while ensuring client satisfaction

Requirements:
• Experience in financial planning and investment sales
• Completed CIFP/CFP designation or equivalent
• Certification as a Mutual Funds Representative
• Knowledge of market trends and regulatory environment
• Commitment to a cooperative team culture

Leverage your financial planning skills to make a lasting impact with Scotiabank.
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📌 Financial Planner at Scotiabank Victoria (British Columbia)
🏢 Scotiabank
📍 British Columbia