Financial Advisor, Investment & Retirement Planning British Columbia

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Requisition

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.

• Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support clients’ financial goals.
• Exhibit a natural curiosity to uncover and solve for clients’ needs, delivering trusted financial advice regarding their investments and retirement planning.
• Demonstrate self‑motivation and a goal‑oriented mindset when identifying clients’ needs to craft personalized financial strategies and solutions.
• Foster strong engagement, educate clients, offer insights, and deliver expert advice.
• Build relationships, focusing on providing a great client experience and growing long‑standing relationships with existing clients.
• Leverage advanced technology tools to enhance client interactions and streamline financial planning processes.
• Focus on achieving targets to ensure a balanced approach to client satisfaction and business growth.

• Experience in financial planning and investment sales is preferred.
• Successfully completed CIFP/CFP designation or a bank‑recognized equivalent.
• Certified as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or a bank‑recognized equivalent.
• Thrive in a collaborative, results‑driven team culture where contributions are recognized and rewarded.
• Knowledgeable about competitive offerings, market trends, economic conditions, and the regulatory environment.

• 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.

Location(s):
Canada – British Columbia – Vernon

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL interpreter, or assistive technology) during the recruitment and selection process, please let our Recruitment team know.

If you require technical assistance, please contact recruitment. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.