Talent.com
Scotiabank
Financial Advisor, Investment & Retirement Planning - HUMBERTOWN CENTRE, ETOBICOKEScotiabank • Etobicoke, ON, CA
Financial Advisor, Investment & Retirement Planning - HUMBERTOWN CENTRE, ETOBICOKE

Financial Advisor, Investment & Retirement Planning - HUMBERTOWN CENTRE, ETOBICOKE

Scotiabank • Etobicoke, ON, CA
20 days ago
Job type
  • Full-time
Job description

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

Create a job alert for this search

Financial Advisor, Investment & Retirement Planning - HUMBERTOWN CENTRE, ETOBICOKE • Etobicoke, ON, CA

Similar jobs

Financial Advisor: Build Your Agency & Grow Wealth

VFG Financial GroupMississauga
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

Sun Life Financial Advisor

Financière Sun LifeBradford West Gwillimbury, Canada
Permanent

You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.Financial advisors love to build long-term relationships... Show more

 • Promoted

Investment Advisor Assistant

Canaccord Genuity Group Inc.Oakville
Full-time +1

Salary Range: $50,000 - $65,000.Canaccord Genuity (CG) is a leading independent full-service financial services firm offering wealth management and capital markets services.Our operations include a... Show more

 • Promoted

Senior Living Advisor | Flexible, Commission-Based Earnings

Spectrum Health CareMississauga, Peel Region, CA
Full-time

A leading senior living service provider is seeking motivated Senior Living Advisors in Ontario, Canada.This commission-based role involves guiding seniors and their families in finding suitable re... Show more

 • Promoted

Investment & Retirement Growth Specialist (Hybrid)

Banque Nationale du CanadaBrampton
Full-time

A financial institution in Brampton is seeking an Investment Development Specialist to guide clients in creating tailored investment strategies.This role requires a college diploma or higher and ex... Show more

 • Promoted

Home Comfort Advisor

Right Time Group of CompaniesOakville, ON, CA
Full-time

Home Comfort Advisor (HCA) – Outside Sales.Uncapped Earnings | Company-Generated Opportunities | Career Growth.At Right Time Heating and Air Conditioning, we believe great sales professionals don’t... Show more

 • Promoted

Associate Financial Planner - Wealth Management

Professional Staffingmississauga, on, ca
Full-time

My Client is a growing independent wealth management practice seeking an.This is a hands-on, client-facing role that blends financial planning, client servicing, and business development within a f... Show more

 • Promoted

High-Performance Private Client Advisor for Wealth Acquisition

Capital Markets Advisors LLCMississauga, Peel Region, CA
Full-time

Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Show more

 • Promoted

Remote Financial Services Advisor — Build Client Policies

srecruitingMississauga, Peel Region, CA
Remote
Full-time

A financial services company is seeking motivated individuals to join its team for a work-from-home position.Responsibilities include distributing benefit enrollment materials, handling customer in... 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

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

Advisor, Strategic Partnerships

Region of PeelBrampton, Peel Region, CA
Full-time

Advisor, Strategic Partnerships.Advisor, Strategic Partnerships.Direct message the job poster from Region of Peel.Senior Talent Acquisition Partner & Team Lead @ Region of Peel | Trusted HR Partner... Show more

 • Promoted

Finance Co-op at PepsiCo Canada HQ

PepsiCoMississauga, Peel Region, CA
Full-time

Develop your financial acumen with a Finance Co-op at PepsiCo Canada in Mississauga for Fall 2026.Experience hands-on learning in various finance functions.PepsiCo Canada is inviting applications f... 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

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 (Paid Consultancy Opportunity)

RONIN StudiesMississauga, Peel Region, CA
Full-time

RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa... Show more

 • Promoted

Opal Bilingual Financial Planner Opportunity

Opal Corporate ConnectionsMississauga, Peel Region, CA
Full-time

Join Opal as a bilingual Financial Planner (CFP, French/English) managing a well-established book of business in Ontario.Focus on cultivating client relations and delivering customized financial so... Show more

 • Promoted

Member Services at FirstOntario Financial

Firstontario Credit Union LimitedOakville, ON, CA
Full-time

Become a key asset at FirstOntario Financial as a Member Services representative, committed to top-notch service and effective sales strategies.Your interactions will be vital in ensuring member sa... Show more

 • Promoted

Life Underwriting Specialist/Consultant - oakville

Empire Lifeoakville, on, ca
Full-time +2

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

 • Promoted

Member-Focused Financial Advisor (Branch Banking)

DUCA Financial Services Credit Union Ltd.Burlington, Halton Region, CA
Full-time

A credit union in Ontario is seeking a Financial Services Officer to enhance member relationships and provide tailored financial advice.This full-time position requires a minimum of 3 years' experi... Show more