Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 18 mins ago
J
Advisor in occupational injury management
JobsMedia.io
Laval, QC
- Full-time
You are a good listener and know how to target the client's needs
Added 18 mins ago
J
Advisor in occupational injury management
JobsMedia.io
Longueuil, QC
- Full-time
You are a good listener and know how to target the client's needs
Added 33 mins ago
J
Human Resources Advisor (external consulting services)
JobsMedia.io
Quebec, QC
- Full-time
Novo is looking for a general human resources (HR) advisor to complete its team. Your primary role will be to get involved in Novo's HR consulting services in order to support external…
Added 33 mins ago
J
Human Resources Advisor (external consulting services)
JobsMedia.io
Laval, QC
- Full-time
Novo is looking for a general human resources (HR) advisor to complete its team. Your primary role will be to get involved in Novo's HR consulting services in order to support external…
Added 33 mins ago
GO
Administrative Assistant Registry Intake
Government of Yukon
Beaver Creek, YT
- Full-time
Providing client service in a busy environment
Added 33 mins ago
J
Advisor in occupational injury management
JobsMedia.io
Quebec, QC
- Full-time
You are a good listener and know how to target the client's needs
Added 33 mins ago
AC
Co-op Accountant, Assurance and Accounting
ACCA Careers
Dieppe, NB
- Temporary
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Amos, 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
BANKING ADVISOR
National Bank of Canada
Quebec, 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
AH
Senior Systems Analyst
Alberta Health Services
Calgary, AB
- Full-time
…continuously drive innovation for CCM while providing a best-in-class client experience. You will draw on your ability to work with vendors and technology to help develop systems, programs…
Added 2 hours ago
AC
Manager, ease Cloud Accounting Services
ACCA Careers
Calgary, AB
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll use cutting-edge technology to deliver a full suite of services, including accounts payable, accounts…
Added 6 hours ago
D
Senior Advisor, Product administration
Desjardins
Montreal, QC
- Full-time
As a senior product administration advisor, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You lead…
Added 6 hours ago
R|
Human Resources Advisor - Maternity leave replacement
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an HR Advisor to join the People & Culture team and directly contribute to the quality of the experience of the Institute’s managers and employees.
Added 7 hours ago
S
Beauty Advisor - Full Time
sephora.com
Calgary, AB
- $17 to $20 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 7 hours ago
J
Key Account Manager
Jobgether
Canada
- Full-time
…identifying new business opportunities. Acting as a trusted advisor, you will build strong, long-term relationships with key stakeholders and help partners maximize their business…
Added 7 hours ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Winnipeg, MB
- Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Branch…
Added 8 hours ago
RB
Client Advisor
Royal Bank of Canada
Whitehorse, YT
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 9 hours ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
Keeping the Senior Advisor informed of important client conversations, outstanding issues, and next steps.
Added 9 hours ago
S
Beauty Advisor - Part Time
Sephora
BC · Delta, BC
- $19.85 to $24.8 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 10 hours ago
A
Private Banking Advisor
ATB
Lloydminster, SK
- Full-time
The Private Banking Advisor delivers a high-touch, relationship-driven banking experience to high-net-worth and ultra-high-net-worth clients across Alberta. Working within an integrated…
Added 10 hours ago
A
Personal Banking Advisor - Lethbridge Paramount
ATB
Lethbridge, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 10 hours ago
S
Client Experience and Services Manager, Stores
sephora.com
Thunder Bay, ON
- Full-time
As the next Client Experience & Beauty Services Manager at Sephora, you will directly influence the client experience and overall store performance. This dual-focused role leads both the…
Added 10 hours ago
U
Sr. Services Project Manager - Bilingual (French/English) / Gestionnaire principal(e) de projets de services - Bilingue (Français/Anglais)
UKG
Remote, Canada
- Full-time
- Remote
…focused on agreed outcomes. You will also serve as a trusted advisor to customer leaders and mentor colleagues across the delivery…
Added 10 hours ago
AC
Real Estate Appraiser
ACCA Careers
Montreal, QC
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll monitor markets and legislative changes to ensure that clients are utilizing all available programs and…
Added 10 hours ago
IW
Senior Administrative Assistant - Winnipeg, MB
IG Wealth Management
ON · Ontario, Canada
- Full-time
Must develop a strong working knowledge of Advisor Portal and be competent in running reports related to Wealth Advisor and region activity (i.e. Business Insights Dashboard reports, Client…

Scotiabank

Financial Planner, Scotia Financial Planning - Comox Valley

Comox, BC, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 9, 2026
Posting language: English
Posted: Nov 9, 2026

Original job description

Requisition ID: 228224

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

“Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning” postings.”

What is the role of a Financial Planner?

As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all about building new and long-term relationships.

External clients – As a Financial Planner you engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey. Through meaningful conversations and tailored guidance, the goal is to demonstrate how expert financial planning can empower clients to clarify, pursue, and ultimately achieve their financial objectives - no matter where they are starting from.
Internal clients – As a Financial Planner, you play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank. You proactively mine opportunities and cultivate meaningful connections, positioning yourself as a trusted advisor. By building strong internal partnerships across the branch network, you ensure seamless access to the full breadth of Scotiabank’s resources - bringing the best of the bank to every client interaction.

As a Financial Planner You Are

Driven by purpose and determination, you understand that your clients are your most valuable asset. Your top priority is delivering personalized investment and financial planning advice that empowers them to achieve their unique financial goals with confidence.
You also enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and them.
You recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall.

Following a comprehensive financial planning framework, you will be responsible for the following:

Driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements.
Establish business development opportunities with prospects and clients within the assigned market area.
Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.

Is this role right for you? In this role, you will:

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

Business Development: Executing on business development plans for mass affluent prospects and existing clients. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
Client-centricity: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
Community Involvement: Participating actively in local professional and community events and associations and identifying opportunities to deliver community information sessions and financial seminars to develop and expand your network and develop prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

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:

3-years of experience in financial planning and investment sales.
You’re a mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
You’re goal-oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.

What’s in it for you?

An entrepreneurial culture with the freedom to develop your career.
A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient.
A compensation structure that rewards growing and maintaining your client base.
Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading customer relationship management (CRM), portfolio, and financial planning software.
The ability to build long-lasting client relationships through exceptional advice and service.
A partnership with our retail branches and access to Scotia Global Asset Management to deliver an excellent client experience.
A work culture that promotes diversity, respect, and inclusion.

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

#financialplanner

Location(s): Canada : British Columbia : Comox

Apply on LinkedIn About employer

More about this job

Responsibilities

Develop and grow investment business by acquiring mass affluent clients, building long-term relationships, and providing personalized investment and financial planning advice. Conduct proactive outreach, identify client needs and opportunities, collaborate with branch partners, and build a local market presence through networking and community involvement.

Requirements

Applicants need at least three years of financial planning and investment sales experience, current mutual fund certification in good standing for CIRO licensing requirements, and a PFP or CFP designation. They should have strong networking and client acquisition skills, knowledge of investment markets and regulations, an entrepreneurial approach, and a valid driver's license with access to a vehicle.

Skills

Financial Planning
Investment Sales
Business Development
Client Acquisition
Networking
Interpersonal Communication
Financial Needs Analysis
Investment Solutions
Community Engagement
Market Analysis
Regulatory Compliance
Entrepreneurship
Proactive Client Outreach
Centre of Influence Development

Benefits

Flexible Work Environment
Marketing Support
Mobile Technology
Portfolio Management Software
Financial Planning Software

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Investment Sales
Mass Affluent Clients
Business Development
Client Acquisition
Client-Centric Advice
Investment Solutions
Financial Planning Framework
Global Sales Principles
Regulatory Compliance
CIRO Licensing
Investments Funds in Canada
Canadian Securities Course
Personal Financial Planning
PFP
Certified Financial Planner
CFP
Client Outreach
Needs Analysis
Financial Statements
Community Events
Financial Seminars
Centres of Influence
Market Trends
Economic Conditions
Portfolio Software
Financial Planning Software

Report this job

Work requirements

Jobs in Canada