Talent.com
Financial Advisor, Investment & Retirement Planning - Mississauga & Sandalwood, Brampton
Financial Advisor, Investment & Retirement Planning - Mississauga & Sandalwood, BramptonScotiabank • Brampton, ON, CA
Financial Advisor, Investment & Retirement Planning - Mississauga & Sandalwood, Brampton

Financial Advisor, Investment & Retirement Planning - Mississauga & Sandalwood, Brampton

Scotiabank • Brampton, ON, CA
23 days ago
Job type
  • Full-time
Job description

Requisition ID: 256375

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), as a Financial Planner in our retail branch network, 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.

#financialplanner

Location(s): Canada : Ontario : Brampton

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.

Create a job alert for this search

Financial Advisor, Investment & Retirement Planning - Mississauga & Sandalwood, Brampton • Brampton, ON, CA

Similar jobs

Wealth Management Financial Planner

BDO CanadaOakville, ON, CA
Full-time

Join a dynamic Wealth Management team as a Financial Planner.Utilize your expertise to identify client needs and provide tailored financial solutions to achieve their goals.In this role, you will p...Show more

 • Promoted

Financial Planner, Scotia Financial Planning - Mississauga

ScotiabankMississauga, Peel Region, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fina...Show more

 • Promoted

Private Equity / Investment Funds Partners - ZSA Canada

ZSA Canadamississauga, on, ca
Full-time

Private Equity / Investment Funds Partners | Toronto.Our client, a business law platform with a national footprint, seeks to add a Private Equity/Investment Funds partner to its Toronto office.The ...Show more

 • Promoted

Senior Wealth Advisor – HNW Planning & Client Experience

Wealthsimple TechnologiesMississauga, Peel Region, CA
Full-time

A leading fintech company in Canada seeks a Lead Advisor to provide tailored financial support for high net worth clients.This fully salaried position emphasizes exceptional client experiences with...Show more

 • Promoted

Investment Advisor

MercorMississauga, Peel Region, CA
Part-time

This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In...Show more

 • Promoted

Senior Director, Finance (Non-Profit Housing) - mississauga

Matrix360 Inc.mississauga, on, ca
Full-time

Matrix360 is a social impact business helping to build the commercial real estate and development (CRED) industry – an industry responsible for creating and building our cities and communities.For ...Show more

 • Promoted • New!

Investment Advisor

Marketers on DemandMississauga, Peel Region, CA
Full-time

MoD is currently seeking an experienced.This is an excellent opportunity for Advisors with an existing book of business who are looking to join a mission-driven firm with a growing brand and strong...Show more

 • Promoted

Regional Financial Advisor (Virtual)

CU Financial ManagementMississauga, Peel Region, CA
Full-time

People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to l...Show more

 • Promoted

Financial Planning and Analysis Manager (FP&A) - mississauga

Diverso Energymississauga, on, ca
Full-time

Diverso Energy is seeking a Manager, Financial Planning & Analysis (FP&A) to join our lean and fast-paced finance team.Reporting into the VP Finance, this role will support and eventually own the F...Show more

 • Promoted

Financial Advisor CIRO-ID (Urban) [Mandarin]

CIBCOakville, ON, CA
Full-time

We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strength...Show more

 • Promoted

Portfolio Manager, Wealth Advisory & Investment Management - mississauga

Collins Recruitment Groupmississauga, on, ca
Full-time

Portfolio Manager / Associate Portfolio Manager, Wealth Advisory & Investment Management.Location: Toronto, ON (In-Office).Our client, a highly respected Canadian firm specializing in investment ma...Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsMississauga, Peel Region, CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial...Show more

 • Promoted

Life Insurance Advisor: Leadership Path & Mentorship

AO NationMississauga, Peel Region, CA
Full-time

A leading life insurance company in Mississauga is seeking motivated individuals for a leadership-focused career.This role involves consulting with clients on financial protection, educating famili...Show more

 • Promoted

Wealth Advisor/Financial Planner

Fidelity CanadaMississauga, Peel Region, CA
Full-time

Wealth Advisor/Financial Planner (Fidelity Canada).Wealth Advisor/Financial Planner.Current work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you ...Show more

 • Promoted

Financial Advisor: Build Your Agency & Grow Wealth

VFG Financial GroupMississauga, Peel Region, CA
Full-time +1

A leading financial planning firm in Peel Region, Mississauga is seeking committed individuals to become Advisors.In this role, you will support clients with their insurance and investment decision...Show more

 • Promoted

Independent Financial Advisor — Build Your Practice

Sunlife Financial Advisor VacancyMississauga, Peel Region, CA
Full-time

A financial services advisory firm seeks motivated individuals for a self-employed advisor role in Ottawa.This opportunity offers commission-based earnings with significant bonuses for performance....Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR-Experienced (Licensed/Registered)

Sun LifeMississauga, Peel Region, CA
Permanent

It all starts with great advice.Make the move to becoming a Sun Life advisor today!.Running your own business is tough, yet so rewarding.Why not have a partnership that gives you a competitive adva...Show more

 • Promoted

Remote Mortgage Advisor for Financial Solutions

ManulifeMississauga, Peel Region, CA
Remote
Full-time

A leading financial services firm in Toronto is seeking a Mortgage Specialist for a remote position.You will sell financial solutions directly to clients and work with financial advisors to help cl...Show more