Campbell River Bc Financial advisor Jobs – 1 Openings This Week

Financial Advisor, Investment & Retirement Planning - Campbell River, British Columbia
Scotiabank —Campbell River, BC
- Sales
- Financial services

Discover related jobs

Based on your search for financial advisor jobs.

Compliance Analyst
Ladysmith & District Credit Union —Ladysmith, BC
We're looking for a curious and analytical Compliance Analyst to help strengthen our regulatory compliance program and support a culture of sound risk…
$60,000–$68,000 a year
Quick apply
Mortgage Specialist - Whitehorse, Yukon
Scotiabank —British Columbia
Build lasting relationships with clients, referral partners, and community stakeholders to generate mortgage opportunities and referrals.

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor - Automotive Financial Advisor (Sales)
Approval Genie —Whitby, ON
*Valid Driver’s license in good standing and clean driver’s abstract required*. *Be knowledgeable of provincial regulations regarding finance and the fair…
$80,000–$150,000 a year
Quick apply
1d
Independent Financial Advisor
Rockbase Capital —Toronto, ON
Candidates with other financial area license e.g. Life Insurance or Mortgage broker, are welcome to apply as part time to earn extra income.
$35,756.84–$98,375.51 a year
Quick apply
9d

Show more jobs in cities nearby

I want to receive the latest job alerts for financial advisor in campbell river bc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near campbell river bc

Senior Financial Analyst jobs in Edmonton, AB

Td Bank Financial Crime Risk Investigator jobs in Toronto, ON

Financial Advisor jobs in St. John's, NL

Financial Advisor jobs in British Columbia

Student Advisor jobs in Ontario

Financial Advisor jobs in Fort Saskatchewan, AB

Financial Advisor jobs in Whitby, ON

Atb Everyday Banking Advisor, Call Centre jobs in Calgary, AB

Financial Advisor, Investment & Retirement Planning - Campbell River, British Columbia

Scotiabank -
Campbell River, BC

Apply Now

Job details

Qualifications

Investment
Financial advisory experience
Sales
Key account management
Client communication
CFP
Sales orientation
Customer service orientation
Financial services
Client consultation
Estate planning
Client interaction

Full job description

Requisition ID: 270917

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.

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.

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 : British Columbia : Campbell River

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

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. 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.

Apply Now

Refine Your Search

financial advisor jobs in campbell river bc

Financial Advisor, Investment & Retirement Planning - Campbell River, British Columbia

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alerts for financial advisor in campbell river bc

Explore jobs in more locations

About the role

Job seeker tools

Employer Tools

Browse

Stay Connected