Talent.com
Scotiabank
Financial Advisor, Investment & Retirement Planning - Calgary, AB (Future Opportunities)Scotiabank • Calgary, AB, CA
Financial Advisor, Investment & Retirement Planning - Calgary, AB (Future Opportunities)

Financial Advisor, Investment & Retirement Planning - Calgary, AB (Future Opportunities)

Scotiabank • Calgary, AB, CA
30+ days ago
Job type
  • Full-time
Job description

Requisition ID: 267538

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

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 - Calgary, AB (Future Opportunities) • Calgary, AB, CA

Similar jobs

Financial Advisor (Paid Consultancy Opportunity)

RONIN StudiesCalgary, AB, 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

Financial Services Independent Advisor

Co-operators Assurance et services financiersCalgary, AB, CA
Full-time

Build your own business, where your success is driven by the relationships you build, the people you support, and the impact you make in your community.Co-operators is expanding its financial servi... Show more

 • Promoted

Calgary Commodity Tax Advisor: Compliance & Advisory

AdeccoCalgary, AB, CA
Full-time

A leading recruitment agency is seeking a full-time Commodity & Indirect Tax Advisor for a one-year contract in Calgary, AB.The role involves preparing and filing commodity tax returns and providin... Show more

 • Promoted

Mortgage Advisor, Financial Advisor Channel

nestoCalgary, AB, CA
Full-time

Mortgage Advisor, Financial Advisor Channel.Be among the first 25 applicants.Mortgage Advisor, Financial Advisor Channel.Direct message the job poster from nesto.Our mission is to provide a positiv... Show more

 • Promoted

Leasing Specialist Career in Calgary

CAPREITCalgary, AB, CA
Full-time

Enhance your career as a Leasing Specialist in Calgary, specializing in customer-oriented service and effective property management.Join a forward-thinking company recognized among Canada's best em... Show more

 • Promoted

Remote Wealth Advisor: Grow Portfolios & Plans

Fidelity CanadaCalgary
Remote
Full-time

A leading investment firm in Canada seeks a Wealth Advisor to assist clients in building financial futures.The role offers a flexible, 100% remote work schedule and requires strong communication sk... Show more

 • Promoted

Investment Advisor: Build Your Own Practice (Hybrid)

Ventum FinancialCalgary, AB, CA
Full-time

A Canadian-owned financial brokerage is seeking Investment Advisors in Calgary, AB.This full-time role involves providing personalized financial planning and investment advice while managing client... Show more

 • Promoted

Wealth Partnerships & Growth Lead

ClearEstateCalgary, AB, CA
Full-time

A leading estate planning firm in Calgary seeks a dedicated individual to drive client acquisition through strategic partnerships.You will build and nurture relationships with financial advisors an... Show more

 • Promoted

Wealth Advisor/Financial Planner

Fidelity CanadaCalgary, AB, 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

Investment Advisor

MercorCalgary, AB, 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

Join Aligned Capital as Investment Advisor

Shafik Hirani's Private Wealth Management PracticeCalgary, AB, CA
Full-time

Advance your career in wealth management with Aligned Capital Partners Inc.CIRO Licensed Associate Investment Advisor.Your focus will be on developing investment strategies and enhancing client rel... Show more

 • Promoted

Remote Investment Advisor for AI-Driven Wealth Planning

MercorCalgary, AB, CA
Remote
Part-time

A leading financial services firm is seeking experienced Financial Advisors to join a project with a top AI research lab.This role involves applying financial expertise to enhance AI systems in wea... Show more

 • Promoted

Financial Advisor - Okotoks, AB

ScotiabankOkotoks, Town of Okotoks, CA
Full-time

At Scotiabank we help employees build their futures – where they can be themselves, and win together.With a commitment to diversity and inclusion and a performance‑oriented culture that includes co... Show more

 • Promoted

Remote Regional Financial Advisor - Atlantic Canada

CU Financial ManagementCalgary, AB, CA
Remote
Full-time

A financial services company in Atlantic Canada is seeking a passionate Regional Financial Advisor to provide virtual financial guidance.As part of the CU Wealth Essentials team, you will support m... Show more

 • Promoted

Senior Retirement Consultant, Canada Wealth Solutions Practice

Aoncalgary, ab, Canada
Full-time

Are you an actuarial leader looking to make a significant impact on the financial outcomes of Canadian organizations and their employees? Do you want to apply and further develop your strategic adv... Show more

 • Promoted

Calgary Wealth Management Portfolio Manager

Palisade Capital Management Ltd.Calgary, AB, CA
Full-time

Become a Wealth Management Portfolio Manager at Palisade Capital Management in Calgary, AB.Specialize in building customized client portfolios and maintaining client-centric service.This on-site ro... Show more

 • Promoted

Regional Financial Advisor (Virtual)

CU Financial ManagementCalgary, AB, 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

CA Financial Advisor

Edward JonesCalgary, AB, CA
Full-time

Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education, and more.As a financial advisor with... Show more

 • Promoted

Senior Advisor, Load Forecasting & Power Advisory

BBA Consultantscalgary, ab, Canada
Full-time

BBA is a national, employee‑owned, multi‑disciplinary engineering and services firm with offices coast to coast, in the U.We have an established Power and Renewables business line which comprises P... Show more

 • Promoted

Financial Planner - Sunridge

TDCalgary, AB, CA
Full-time

This role is eligible for commission based earnings.TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, so... Show more