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Added 13 mins ago
BG
Resident Heavy Equipment Technician
Brandt Group of Companies
Regina, SK
- Full-time
Use computer applications and information systems (i.e. John Deere Service Advisor) to document maintenance, inspection, and diagnosis
Added 13 mins ago
IF
Regional Director, Vancouver
iA Financial Group
Vancouver, BC
- Full-time
Are you driven by business growth and advisor development and looking to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?…
Added 28 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Foster a culture that embraces innovation, curiosity, learning, and operational excellence.
Added 43 mins ago
GO
Technical Advisor
Government of Yukon
Whitehorse, YT
- Full-time
The Yukon Water Board Secretariat is inviting applications for this critical position on its team. The Technical Advisor coordinates and integrates technical inputs from external resources…
Added 43 mins ago
OI
Career Services Advisor
Oxford International
Halifax, NS
- $52,000 to $56,000 CAD / year
- Full-time
- Temporary
The Career Services Advisor is responsible for delivering comprehensive career counselling, employment preparation, employer engagement, and career development programming for domestic and…
Added 1 hour ago
NB
Banking advisor
National Bank of Canada
Kamloops, BC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
OI
Career Services Advisor
Oxford International Education Group
Halifax, NS
- $52,000 to $56,000 CAD / year
- Full-time
The Career Services Advisor is responsible for delivering comprehensive career counselling, employment preparation, employer engagement, and career development programming for domestic and…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
Expert advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Financial Planning Expert Advisor with
Added 1 hour ago
P
Customer Care Coordinator
PheedLoop
Toronto, ON
- Full-time
Build strong client relationships and act as a trusted advisor.
Added 1 hour ago
Paid Services Beauty Advisor II - Part Time
sephora.com
London, ON
The Paid Service Beauty Advisor is a certified beauty services expert who delivers personalized, paid beauty services within the Beauty Studio while creating an inclusive, elevated client…
Added 2 hours ago
Surveyor
Lloyds Register
Halifax, NS
Responds positively to learning opportunities and is comfortable stepping out of own comfort zone
Added 5 hours ago
MC
Communications Coordinator (12-month contract)/Coordonnateur ou coordonnatrice des communications (contrat 12 mois)
Make-A-Wish Canada
Halifax, NS
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 5 hours ago
MC
Manager, Revenue Accounting & Reporting
Make-A-Wish Canada
Pickering, ON
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 5 hours ago
MC
Bilingual Donor Care Representative (12-month contract)
Make-A-Wish Canada
Calgary, AB
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 6 hours ago
BG
Turf Service Technician - Rockyview
Brandt Group of Companies
Rocky View No 44, AB · Rocky View County, AB
- Full-time
Use computer applications and information systems (i.e. John Deere Service Advisor) to document maintenance, inspection, and diagnosis
Added 6 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Foster a culture that embraces innovation, curiosity, learning, and operational excellence.
Added 6 hours ago
K
Director, US Immigration
KPMG
ON · Toronto, Ontario
- Full-time
As a Director, you will act as a trusted advisor to clients, taking ownership of complex US immigration matters and providing practical, business-focused legal advice. You will develop…
Added 6 hours ago
UO
Senior Workday Architect
University of Waterloo
Waterloo, ON
- Full-time
Reviews complex or high-risk integrations involving student, identity, learning, banking, benefits, government, research, and analytics platforms.
Added 6 hours ago
UO
Student Services Support Coordinator
University of Waterloo
Stratford, ON · Digital Media Stratford
- Full-time
Books and organizes meetings and special events related to advising e.g. advisor meetings, orientation lunch, Study Abroad sessions, onboarding events, exchange events, Co-op information…
Added 6 hours ago
UO
Senior Labour Relations Consultant
University of Waterloo
Waterloo, ON · Ira G. Needles Hall
- Full-time
…and strategic objectives. The position acts as a strategic advisor to leaders on complex and sensitive employee and labour relations matters, exercising independence in the assessment,…
Added 6 hours ago
UO
Scrum Master and Project Manager
University of Waterloo
Waterloo, ON
- Full-time
Added 7 hours ago
KC
Director, US Immigration
KPMG Canada
Toronto, ON
- Full-time
As a Director, you will act as a trusted advisor to clients, taking ownership of complex US immigration matters and providing practical, business-focused legal advice. You will develop…
Added 7 hours ago
D
Senior Advisor, Business development and sales support
Desjardins
Laval, QC · Montreal, QC · Saint-Jérôme, QC
- Full-time
As a senior sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 8 hours ago
A
Information Technology Audit Specialist
ATB
Calgary, AB · Edmonton, AB
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

Scotiabank

Financial Advisor, Investment & Retirement Planning (Canada)

Edmonton, AB, T5K 2S5, Canada

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Job details

Posting language: English
Posted: Oct 27, 2026

Original job description

Requisition ID: 277692

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.
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 : Alberta : Edmonton

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. If you require technical assistance, please click here. 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.

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More about this job

Responsibilities

The Financial Advisor is responsible for managing an assigned portfolio of clients to meet deposit and investment sales goals. They provide personalized financial strategies, including retirement and estate planning, while deepening client relationships within the retail branch.

Requirements

Candidates should have experience in financial planning and investment sales, along with a CFP designation or equivalent. A valid Mutual Funds Representative certification is required to perform the duties of the role.

Skills

Financial planning
Investment sales
Retirement planning
Wealth accumulation
Estate planning
Financial advice
Mutual funds
Portfolio management
Regulatory compliance
Market analysis
Sales targets

Benefits

Competitive compensation
Relocation support
Incentives
Work-life balance

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Investment Planning
Retirement Planning
CFP
CIFP
Mutual Funds Representative
Wealth Management
Estate Planning
Retail Banking
Client Experience
Financial Strategies
Regulatory Environment
Sales Goals
Portfolio Management
Scotiabank

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