Financial Advisor, Investment & Retirement Planning
Scotiabank
Requisition ID: 253777
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.
Skills
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 : Owen Sound
Vacancy posted 24 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor, Investment & Retirement Planning in Owen Sound, ON vacancy
$38.5k per year
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...the country, we have ambitious plans to help many more Canadians... ...and we’re making significant investments in our people, technology, products...RetirementLong term contractTraineeshipHome officeFlexible hours- ...Req#JR00034421 FC025 Owen Sound SUN LIFE FINANCIAL ADVISOR Financial advisors love to build long... ...relationships with people and help them plan financially for the various stages of... ...and implement suitable insurance and investment products that align with this financial...SuggestedLong term contractPermanent employmentInternshipLocal area
- ...client-initiated contact, assisting them with a full range of financial transactions Actively listen and engage clients in conversation... ...or service industry Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) What’s in...SuggestedPart timeFlexible hours
$19 - $20 per hour
...credit. Since day one, we’ve been helping Canadians break through financial barriers and take control of their futures. When traditional... ...with us ? Leverage our RRSP match and Employee Share Purchase Plan programs. Employee discounts on furniture, electronics, and appliances...SuggestedFull timeStart today$17.6 per hour
...this role you will work from Canadian Tire stores and Gas Stations , meeting customers where they shop and helping them discover a financial product from one of Canada's trusted brands. If you love sales, enjoy face-to-face conversations, and want a role where your results...SuggestedHourly payPermanent employmentFull timePart timeSeasonal workFlexible hours- ...requisition, sample being tested, or investment in technology is an... ...as per physicians’ requests, planning your route according to courier... ...Care, and Life Insurance. Retirement Savings Plan Vacation and... ...winning mental, physical and financial wellness programs aim to address...RetirementLong term contractPart timeImmediate startMonday to fridayShift work
$61.22k per year
...professional selling tools for pre-call planning and documenting sales calls.... ...of our success, and we invest and support you in: Life …... ...designed for you. From retirement to health care, from total well... ...to provide a payment, ask for financial information, or sensitive...RetirementContract workRelocation$50k - $80k per year
...’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information... ...vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus...Remote workFlexible hours$60k - $110k per year
...within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive,... ...Accountable for engagement planning and scheduling as well as project... ...paid personal days, a group pension plan with 4% matching, voluntary savings...Local areaRemote workFlexible hours$52k - $61k per year
...key metrics, identify opportunities, and implement action plans to optimize results and support brand growth. Recruitment... ...and career development.* Tuition Reimbursement : Invest in your future with financial support for your education.* Enjoy up to 70% off on your...Work at officeFlexible hoursWeekend workAfternoon shift$21 - $23 per hour
.... High Tide was also ranked number one in the retail category on the Financial Times list of Americas’ Fastest Growing Companies for 2024. To discover the full impact of High Tide, visit For investment performance, don’t miss the High Tide profile pages on SEDAR+ and EDGAR...Hourly payPermanent employmentFull timeWork at officeLocal areaFlexible hoursNight shiftWeekend work- ...management, and redevelopment services for long-term care homes and retirement communities across Ontario. Our mission is to maintain a best-in... ...in care conferences and documentation related to resident care plans. Knowledge And Skills Required Completed a PSW Program...RetirementLong term contractPart time
$24.21 - $28.64 per hour
...opportunities Membership in a world class defined benefit pension plan Salary: $24.21/ hr to $28.64/ hr Who are we? We are... ...caregivers, family physicians, hospitals, long-term care and retirement homes, service providers and Ontario Health Teams, to deliver responsive...RetirementLong term contractWork at officeAfternoon shift$19.96 - $21.9 per hour
...help you thrive—at work and at home. Our offerings include: Competitive compensation with performance-based incentives and retirement savings plans with company match Customizable group benefits including health, dental, life, disability, and travel insurance Paid...RetirementHourly payRemplacementWork from homeFlexible hoursShift work$36.6k per year
...properties and clean energy assets, and offers them as private alternative investment products Why us? We offer competitive pay structure, employer paid benefits, an employee savings plan (We invest in your future with our ESP match!), paid volunteer days, ongoing...Full timeSeasonal workWork at officeMonday to friday$55.6k per year
...Vision insurance ; Life Insurance; Prescription coverage Employee discounts on car rentals, car purchases and much more! Retirement Savings Plan with company match and profit sharing Enterprise Mobility is a leading provider of mobility solutions, owning and...RetirementPermanent employmentTraineeshipImmediate start$57 per hour
...Experience: 5 years or more Tasks Coordinate the organization's financial operations and budget activities in order to optimize financial... ...Direct staff Evaluate daily operations Motivate staff Plan and organize daily operations Review budgets and financial reports...Permanent employmentFull timeBlack Box Consultancy Services Incorporated
Owen Sound, ON4 days ago$113.58k - $134.73k per year
...operational performance, regulatory compliance, financial stewardship, and human resource... ...sites. The Manager supports strategic planning, service integration, and continuous improvement... ...priorities and the corporate strategic plan. Qualifications Required Degree,...RemplacementFull time$36.6k per year
...properties and clean energy assets, and offers them as private alternative investment products Why us? We offer competitive pay structure, employer paid benefits, an employee savings plan (We invest in your future with our ESP match!), pai d volunteer days, ongoing...Full timeSeasonal workWork at officeRotating shift- ...Physiotherapist. Encourage residents to reach the goals of their planned treatment programs if appropriate. Document treatments and... ..., and teammates. Experience working in a Long Term Care or Retirement home would be a definite asset. Current police check for the...RetirementLong term contractFull time
$70.65k per year
...employees and the communities we serve. Read our 2025-2030 strategic plan. If you share our energy and passion, please consider joining... ...within a public sector environment with stringent budget and financial accountabilities Knowledge of Banner and other Financial Systems...Full timeWork at officeRemote workShift workWeekend workAfternoon shift$150k per year
...operations of a test facility ($10 million CAD investment). Leading commissioning, pre-H&S start... ..., operation and safety. Leading planning, designing and reviewing design changes and... ..., piping design reviews, and building plan layout reviews. Leading performance reviews...Full timeWork at officeFlexible hours- ...flexible scheduling options Comprehensive health and dental benefit plans Company paid mobile device Mileage compensation... ...comprehensive suite of benefits designed to support your health, financial well-being, and long-term career growth. Your recruiter can provide...Long term contractFull timePart timeInternshipFlexible hoursWeekend work
- ...patients/residents and develop, implement, review and evaluate care plans. Monitor health, notes changes in condition and assess need for... ...suite of benefits designed to support your health, financial well-being, and long-term career growth. Your recruiter can provide...Long term contractPart timeInternship
- ...innovation and growth. You are welcome here, and you can thrive here. We find beauty in YOU. Join us.” The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate...
- ...where you will guide customers towards their optimal phone and rate plan options that align with their unique lifestyles. This posting... .... Our Maternity Leave Top‑Up Program provides additional financial support so you can focus on what matters most: your growing family...Hourly payLong term contractFull timeAfternoon shift
- ...Zehrs where you guide customers towards their optimal phone and rate plan options that align with their unique lifestyles. This posting... .... Our Maternity Leave Top‑Up Program provides additional financial support so you can focus on what matters most: your growing family...Hourly payLong term contractFull timeAfternoon shift
$37.1 - $46.37 per hour
...opportunity for growth, and a competitive compensation package. At our core; we are our people. We succeed because we respect our people and invest in their development, safety and well-being. Miller is an equal opportunity employer. We believe that diversity and inclusion are key...Hourly payRemote work$18.5 per hour
...addition, your total rewards may include: semi-annual bonuses tied to business performance; Deferred Profit-Sharing Program to assist with retirement savings; comprehensive paid benefits; a 15% discount on Home Depot stock purchases; and merit-based salary increases. We are...RetirementWork from homeFlexible hoursAfternoon shift- ...What you’ll do as a store manager Oversee all aspects of our store, from leading a team of assistant store leaders, team leads and advisors to partnering with all areas of the business, and vendors Motivate, coach, develop and inspire your team to help customers find...Immediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor, Investment & Retirement Planning. Be the first to apply!
Related searches
- financial advisor Owen Sound, ON
- financial advisor - full time Owen Sound, ON
- financial advisor assistant Owen Sound, ON
- financial advisor part time Owen Sound, ON
- financial services associate Owen Sound, ON
- senior financial advisor Owen Sound, ON
- retirement Owen Sound, ON
- retirement part time Owen Sound, ON
- associate financial representative
- financial planning consultant