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 - West Kelowna, British Columbia • Kelowna, BC, CA
We are the Douglas family from Vernon, British Columbia, and we are seeking a part-time elder care provider to assist our loved one in the comfort of our home.This is a live-out position, ideal for... Show more
Life Underwriting Specialist/Consultant.Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $95,920 - $144,970.This TTC range is app... Show more
Become a vital part of Aligned Capital Partners Inc.This role focuses on building client relationships and providing exceptional financial strategies in a collaborative environment.We are in search... Show more
A major Canadian bank in Kelowna is seeking a Wealth Associate to support investment advisors and provide exceptional customer service.This role involves managing client files, conducting financial... Show more
How does the role impact the organization?.The Senior Financial Planner is an integral member of our team that dedicated to delivering service excellence in supporting our Raymond James advisory te... Show more
Seize a unique opportunity as Strategic Finance Manager at Affirm, leading innovative financial strategies within a remote work model.Shape the future of credit by refining revenue processes and dr... Show more
Redstone Commodity Search is a leading search firm offering 360° talent solutions across the global commodities markets.We provide unparalleled access to professionals across trading houses, produc... Show more
Bilingual Senior Life Underwriter.Location: Any Canadian Location, CA.Empire Life is looking to hire a Senior Bilingual Underwriter to join our Retail Underwriting team! We are actively seeking can... Show more
Equity Partner & National Leader, AI Business Solutions.This role can be located in any major city centre across Canada.Digital services within the firm.The role will focus on sales, delivery excel... Show more
Client Engagement & Experience.Participate in client meetings and progressively take on a more active role in discussions.Build trusted relationships with clients through responsive, professional c... Show more
PLEASE NOTE: ALL APPLICATIONS WITHOUT VIDEO WILL BE AUTOMATICALLY REJECTED.Team Culture That Actually Feels Like One.At Martell Media, we’re on a mission to.Founded by serial entrepreneur and inves... Show more
Gestionnaire bilingue, Règlements vie et invalidité.Lieu : À distance, partout au Canada ou hybride si vous habitez près d’un bureau.La fourchette de rémunération cible totale (RCT), qui comprend l... Show more
Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more
Our client's Project Team is looking for a Senior Project Planner resource to support this Portfolio.This role will be based in Calgary, with project locations in Alberta and BC.Minimal travel may ... Show more
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more
Select how often (in days) to receive an alert:.Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.Internally known as Financial Advisor, Investme... Show more
Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more
Position: Principal Advisor - Underground.Brunel is currently looking for a Principal Advisor – Underground for our mining client.The Principal Solutions Advisor - Underground is a strategic role w... Show more
Enhance your career as an Outside Sales Representative with expertise in agriculture in Kelowna, BC.Focus on supporting growers in the Salmon Arm and Enderby area while utilizing your P.The role ce... Show more
Privacy Advisor, Digital Health (Temporary opportunity).Location: Toronto, ON, M5J 2V5; Montréal, QC, CA; Vancouver, BC, CA; Calgary, AB, CA; Ottawa, ON, CA.Job Function: Legal | Jobs by Category: ... Show more
