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Added 3 mins ago
WG
Automotive Fixed Operations Support Specialist – SmartVMA
Wagonmaster Group
AB · Calgary, Alberta
- Full-time
We are looking for an experienced automotive dealership Fixed Operations professional to join our team as an Automotive Fixed Operations Support Specialist.
Added 46 mins ago
AG
Samsung Vertical Sales Specialist
Acosta Group
Mississauga, ON
- Full-time
The Client Account Manager in a 3PL Retail Merchandising and Retail Marketing Execution company is accountable for all aspects of assigned client(s) support including but not limited to…
Added 46 mins ago
I
Senior Consultant - ServiceNow HRSD
Infosys
Mississauga, ON
- $92,740 to $105,007 CAD / year
- Full-time
…responsible for design, providing guidance and consulting on client facing solutions leveraging the ServiceNow platform. This position will be focused on integrations between ServiceNow and…
Added 46 mins ago
I
Senior Consultant - ServiceNow CSM
Infosys
Mississauga, ON
- $92,740 to $105,007 CAD / year
- Full-time
ServiceNow Implementation Specialist – Customer Service Management
Added 46 mins ago
I
Senior Consultant - ServiceNow CSM
Infosys
Calgary, AB
- Full-time
ServiceNow Implementation Specialist – Customer Service Management
Added 5 hours ago
SM
RQ11693 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11693
Added 5 hours ago
SM
RQ11517 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11517
Added 5 hours ago
SM
RQ11517 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11517
Added 5 hours ago
SM
RQ11517 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11517
Added 5 hours ago
SM
RQ11693 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11693
Added 5 hours ago
SM
RQ11693 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11693
Added 5 hours ago
RC
Senior Mechanical Engineer
RecruitPod Canada Inc.
Vancouver, BC
- Full-time
…requirements of the projects. Provides exceptional customer service and coordination assistance with internal and external project partners (consultants, contractors,…
Added 5 hours ago
SM
RQ11622 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11622
Added 5 hours ago
SM
RQ11622 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11622
Added 5 hours ago
SM
RQ11622 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11622
Added 6 hours ago
ZM
Bilingual Contract Specialist (English/French)
ZOLL Medical Corporation
Mississauga, ON · CA ON Mississauga
- Full-time
The Bilingual Contract Specialist provides essential administrative and operational support across the tender and contract lifecycle for ZOLL Medical's Canadian commercial operations. This…
Added 7 hours ago
S
Customer Success Manager
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
Form a clear plan for client engagements, communicate clearly and proactively with collaborators, and keep the customer goal central to decision-making.
Added 7 hours ago
Electrical and Control Senior Specialist
Lloyds Register
Burlington, ON
We are looking for a Technical Support Office (TSO) colleague to provide a world-wide, plan approval service to shipbuilders, ship owners and manufacturers. The purpose of this role is to…
Added 8 hours ago
GT
Risk Analyst
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $35 to $42 CAD / hour
- Contract
…Diligence, Sanctions and Anti-Bribery/Anti-Corruption. Roles help to support compliance in these areas and other legislation in each jurisdiction where TD operates. The AML Financial Crime…
Added 8 hours ago
WA
Full-Time Client Care Representative
We An-Ser
Regina, SK
- Full-time
At We An-Ser, we believe that exceptional, industry-leading customer service begins from within. It starts by cultivating a workplace culture anchored in genuine support, inclusivity,…
Added 9 hours ago
A
Samsung Vertical Sales Specialist
Acosta
Mississauga, ON
- Full-time
The Client Account Manager in a 3PL Retail Merchandising and Retail Marketing Execution company is accountable for all aspects of assigned client(s) support including but not limited to…
Added 10 hours ago
V
CHSP Intake Coordinator
VMCH
Mulgrave, NS
- Full-time
…clients to understand their needs and readiness, facilitate service offers and coordinate the information and handovers needed for commencement. With a focus on timely client contact,…
Added 18 hours ago
FH
Cardiac Exercise Specialist - Jim Pattison Outpatient Care & Surgery Centre
Fraser Health Authority
Surrey, BC
- $40.19 to $50.2 CAD / hour
- Full-time
…education, counseling and related patient cardiac rehabilitation support activities; acts as a resource through the collegial sharing of information and collaborates with the…
Added 19 hours ago
SM
RQ11517 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11517
Added 19 hours ago
SM
RQ11693 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11693

Scotiabank

Wealth Advisor - Halifax

Halifax, NS, B3L 2C1, Canada

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Job details

Experience: 2+ years financial planning experience within the financial services industry
Posting language: English
Posted: Sep 15, 2026

Original job description

Requisition ID: 273665

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

Contributes to the overall success of MD Wealth in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Reporting to the Regional Manager, as a Financial Consultant, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD’s Specialist Advisors, you will leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients. You will identify and develop new opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans.

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

Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge
Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets
Actively participate in prospecting
Complete financial planning in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting
Prepare comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio ranges
Understand and comply with all industry regulations and MD's program and process requirements
Conduct financial planning seminars and information meetings throughout the region to inform clients about new strategies, legislative changes and MD Management's programs
Increase visibility of products and services through contact with centers of influence
Keep current on issues affecting the financial affairs of clients, including a general knowledge of income tax, investment trends and products, as well as any other issues impacting clients
Provide input to marketing and management concerning potential new products and services
Travel within established travel circuit
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance
AML/ATF/sanctions and conduct risk.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

University degree in business, commerce or a degree related to practice of financial planning
RR licensed CIRO
Completion of the Group Annuity Sector (PQPAV) (Quebec offices only); Life License (LLQP) (all other provinces), and the willingness to complete other regulatory requirements
Previous lending experience will be considered an asset
Strong working knowledge of Financial Planning
Good product knowledge
A demonstrated track record of above average sales in a financial services or related environment
2+ years financial planning experience within the financial services industry
Strong marketing skills
Excellent presentation skills
Strong communication and interpersonal skills

What's in it for you?

The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community.

Location(s): Canada : Nova Scotia : Halifax

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 Wealth Advisor will assist clients in achieving personal financial goals by preparing comprehensive financial plans and investment strategies. They are also responsible for identifying new business opportunities and maintaining client relationships through proactive engagement.

Requirements

Candidates must hold a university degree in business or commerce and possess a valid Life License (LLQP) and CIRO registration. A minimum of 2 years of financial planning experience within the financial services industry is required.

Skills

Financial Planning
Investment Strategies
Prospecting
Relationship Building
Risk Management
Estate Planning
Liability Management
Cashflow Budgeting
Education Funding
Tax Planning
Retirement Planning
Investment Management
Practice Management
Marketing
Presentation Skills
Communication

Benefits

Performance Bonus
Employee Share Ownership Program
Pension Plan Matching
Banking Benefits
Health Benefits

Visa sponsorship

Not detected in the job text

Keywords

Wealth Advisor
Financial Consultant
Financial Planning
Investment Management
Estate Planning
Risk Management
Tax Planning
Retirement Planning
CIRO
LLQP
Business Development
Client Prospecting
Portfolio Management
Wealth Management
Financial Services
Relationship Management
Sales
Banking
Financial Analysis
Budgeting

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