Financial Advisor - Scotiabank, Salmon Arm

The opportunity

Are you looking for Scotiabank jobs in British Columbia? Consider this opportunity to 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), this role places you in our retail branch network as a Financial Planner contributing to team success.

Your primary responsibility is meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. You will establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Day-to-day

In this dynamic Scotiabank career opportunity, you will promote the development and sustainable growth of proprietary investment business in the assigned market area by performing several core duties.

• 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 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

Qualifications

To succeed in this role and thrive within our collaborative, results-driven team culture, candidates should possess specific skills and credentials.

• 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

About the employer

Scotiabank offers a supportive work environment that promotes work-life balance and values diverse contributions. When you join our team, you gain access to fantastic advantages designed to help you succeed.

• 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