Job opportunity
Financial Planner Investment Retirement Planning
Scotiabank
Investment and retirement planning expertise define this Financial Planner opportunity 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.
#J-18808-Ljbffr
Apply on source site 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.
#J-18808-Ljbffr