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Last updated: 12 days ago

Financial Advisor, Investment & Retirement Planning Associate - Balmoral & Hewitson St. Thunder Bay

ScotiabankThunder Bay, ON, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Internally known as Financial Advisor, Investment and Retirement Planning (FAIR),  you are a me...Show more

Financial Advisor

Royal Bank of Canada>THUNDER BAY, Canada
Full-time

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our...Show more

Financial Advisor

Royal Bank of CanadaTHUNDER BAY, Ontario, Canada
Full-time

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our...Show more

Work From Home Fast & Serious 100% Free - No experience

Clubshop | USThunder Bay, Ontario
Remote
Full-time

Discover The System MyLeadBiz That’s Helping Newbies Earn Daily.Turn free traffic into $100+ per day with this beginner-friendly biz opp strategy.No product or tech skills needed.Join For Free And ...Show more

Inside Sales Rep

0050 United Rentals of Canada, Inc.Thunder Bay, ON, CAN
Full-time

If you’d like the chance to make your mark with the world’s largest equipment rental provider,.As an Inside Sales Rep, you will serve as a key customer contact and consultant at our branch, with re...Show more

Customer Experience Associate

The Toronto-Dominion Bank (Canada)Thunder Bay, Ontario
Part-time

Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent custo...Show more

Branch Administrator

Toromont CatThunder Bay, ON, CA
Full-time +1

Toromont Cat is looking for a Branch Administrator to join our team in Thunder Bay! This position plays a critical role as the first point of contact with our valued customers and visitors as well ...Show more

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Financial Advisor, Investment & Retirement Planning Associate - Balmoral & Hewitson St. Thunder Bay

Financial Advisor, Investment & Retirement Planning Associate - Balmoral & Hewitson St. Thunder Bay

ScotiabankThunder Bay, ON, CA
30+ days ago
Job type
  • Full-time
Job description

Requisition ID: 250464

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), 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.
  • Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
  • Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
  • 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.
  • Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.


Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

  • 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.
  • Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.


What’s in it for you?

  • Competitive compensation and benefits 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.
  • A supportive work environment that promotes work-life balance.
  • 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.

Location(s): Canada : Ontario : Thunder Bay

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.