Investment advisor Jobs in North Bay, ON

Title : Financial Planner, Branch Network - New Liskeard

Requisition ID : 237310

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.

Key Responsibilities

Promote the development and sustainable growth of proprietary investment business in the assigned market area :

• Conduct in‑depth reviews for clients including retirement planning, wealth accumulation and estate planning using financial planning skills and tools.
• Uncover and solve for client needs, delivering trusted financial advice on investments and retirement planning.
• Craft personalized financial strategies and solutions with a self‑motivated, goal‑oriented mindset.
• Engage, educate and offer insights, delivering expert advice to foster strong client relationships.
• Provide a great client experience and grow long‑standing relationships with existing clients.
• Leverage advanced technology tools to enhance client interactions and streamline financial planning processes.
• Focus on achieving targets while ensuring 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.
• 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.
• Thriving 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.
• 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.
• Note : Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If interested, please review the “Financial Planner, Scotia Financial Planning” postings.

Location(s) : Canada : Ontario : New Liskeard || Canada : Ontario : North Bay

Scotiabank is a leading bank in the Americas. Guided by our purpose : "for every future", we help our customers, their families and our 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.

#J-18808-Ljbffr