Investment and retirement planning expertise define this Financial Planner prospect with Scotiabank in Vernon, British Columbia. Manage client portfolios and grow trusted relationships.
Internally known as Financial Advisor, Investment and Retirement Planning, this Financial Planner supports Scotiabank’s retail branch network. You will contribute to deposit and investment sales goals while deepening primary banking relationships. Financial planning, investment sales, retirement planning, and personalized advice are central to the work.
Key Responsibilities:
- Conduct retirement, wealth accumulation, and estate planning reviews
- Deliver trusted investment and retirement planning advice
- Develop personalized financial strategies and solutions
- Build long-standing relationships with assigned clients
- Use technology tools to streamline financial planning
Requirements:
- Experience in financial planning and investment sales preferred
- Completed CIFP, CFP, or bank-recognized equivalent designation
- Mutual Funds Representative certification in good standing
- Knowledge of market trends and economic conditions
- Knowledge of regulatory environments and competitive offerings
Apply financial planning, investment expertise, and client relationship skills as a Financial Planner serving Scotiabank clients in Vernon.