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:
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:
What’s in it for you?
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
Financial Advisor, Investment & Retirement Planning - Vernon, British Columbia • Vernon, ON, CA
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
This is a part time opportunity offering up to 20 hours per week servicing our Kelowna region.As an Occupational Therapist in Kelowna, you’ll find the tools you need to help people return to the wo... Show more
Ready to tackle a fun and rewarding career? There are 7 Eleven job openings in your area.Apply today and find the job that you have been looking for!. Show more
Embark on a rewarding career as an Assistant Restaurant Manager in beautiful Salmon Arm, BC, with a competitive wage of $28.Take charge of daily operations and staff management.In this permanent, f... Show more
Are you highly organized, customer-oriented, and enjoy interacting with people?.Interested in joining one of Canada's consistently recognized 50 Best Employers' talent pool to build a future career... Show more
Become a valued Housekeeping Aide at Chartwell Carrington Place in Vernon, BC.Embrace this part-time role to keep the residence clean, safe, and welcoming for residents.This role provides the oppor... Show more
Seeking a Business Advisor in Kelowna to manage business relationships, promote financial wellness, identify member needs, develop opportunities, and oversee credit portfolios within a community cr... Show more
We’re Bird, and we’re on a mission to.Our products, services, and people share one common goal: to make cities more livable by empowering people and communities everywhere to.Bird is a global leade... Show more
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleague... Show more
Become a Full-Time Bookkeeper with Onsite Engineering in Salmon Arm, BC.This role involves comprehensive accounting duties, including payroll processing and financial reporting.The position require... Show more
Discovery Community College offers a truly close-knit team of people who are passionate about changing lives.As a member of this team, you will Discover all the best of Community, in both work and ... Show more
Employment Type: Regular Full-Time.Language: This role operates in English.We are a leading Canadian financial services co‑operative committed to being a catalyst for a sustainable and resilient so... Show more
Canada West Garage Doors is a trusted partner serving Kelowna and Okanagan Valley homeowners and businesses, providing sales and service of overhead doors, electric door operators, and residential ... Show more
A leading Canadian accounting firm is seeking a Senior Accountant to join their dynamic Tax team in Vernon, Canada.The candidate will be responsible for completing tax engagements, preparing person... Show more
Step into a rewarding role as a Licensed Practical Nurse (LPN) at AgeCare Mount Ida Mews in Salmon Arm, British Columbia.This part-time position offers a unique opportunity to deliver focused, comp... Show more
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.RJL) is Canada’s leading independent investment dealers offering high quality investment products and se... Show more
Employee Benefits Advisor (New Business Acquisition).Building the commercial brokerage of the future.Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses a... Show more
Beem Credit Union: Banking for every journey Beem is redefining what it means to be a credit union.With 80 years of cooperative history and a bold vision for the future, we've united to create ... Show more
Help enhance the quality of life for seniors as a Resident Care Attendant at AgeCare in Salmon Arm, BC.This role is centered around personal care, choice, and active participation in residents' dai... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
