Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a Financial Planner, internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you contribute to the branch sales team's success by managing an assigned client portfolio to meet or exceed deposit and investment sales goals. Your primary role is to establish and deepen investment and primary banking relationships with existing and referred clients.

Responsibilities

• Conduct in-depth client reviews for retirement planning, wealth accumulation, and estate planning.
• Deliver trusted financial advice on investments and retirement planning by uncovering client needs.
• Craft personalized financial strategies and solutions with a goal-oriented mindset.
• Foster strong client engagement, education, insights, and expert advice.
• Build and grow long-standing client relationships by providing an excellent experience.
• Leverage advanced technology to enhance client interactions and streamline financial planning.
• Achieve targets, balancing client satisfaction and business growth.

Requirements

• Experience in financial planning and investment sales (preferred).
• Successfully completed CIFP/CFP designation or bank-recognized equivalent.
• Certification as a Mutual Funds Representative in good standing with licensing requirements (Investment Funds in Canada or bank-recognized equivalent).
• Ability to thrive in a collaborative, results-driven team culture.
• Knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.

Skills

• Financial planning
• Investment sales
• Relationship building
• Client engagement
• Delivering financial advice
• Utilizing technology tools
• Goal-oriented mindset
• Self-motivation
• Curiosity
• Knowledge of competitive offerings
• Knowledge of market trends
• Knowledge of economic conditions
• Knowledge of regulatory environment

Location

• London, Ontario, Canada

Experience Level

• Experience in financial planning and investment sales (preferred)

Education Level

• CIFP/CFP designation or bank-recognized equivalent
• Mutual Funds Representative certification (Investment Funds in Canada or bank-recognized equivalent)

Salary/Compensations

• Competitive compensation

Benefits

• Competitive benefits package
• Ability to make a lasting impact on an assigned book of customers
• Inclusive culture that values and recognizes contributions
• Commitment to making a difference in communities
• Supportive work environment promoting work-life balance
• Relocation support (upon approval)
• Competitive incentives

About the Company

• Scotiabank is a leading bank in the Americas.
• Purpose: "for every future", helping customers, families, and communities achieve success.
• Offers a broad range of advice, products, and services.
• Services include personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

Equal Opportunity

• Committed to creating and maintaining an inclusive and accessible environment for everyone.
• Provides accommodation during the recruitment and selection process (e.g., accessible interview site, alternate format documents, ASL Interpreter, Assistive Technology).