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Added 8 mins ago
Manager, Marketing, Global Banking and Markets
Scotiabank
Toronto, ON
We offer a competitive rewards package: Performance bonus, Employee Share Ownership Program, and Pension Plan Matching, Health Benefits from day one!
Added 8 mins ago
CA
Customer Service Representative (Part-Time)
Centurion Asset Management Inc.
Waterloo, ON
- Part-time
…years, we developed a work culture where the potential of every employee is maximized, and everyone has equal opportunities for growth. For certain roles, we offer numerous employee perks,…
Added 8 mins ago
GC
Branch Manager
GRAYBAR CANADA
Windsor, ON
- Full-time
…than 35 branches across Canada. As one of Canada's largest employee-owned companies, Graybar Canada has the power and stability of a big corporation and the integrity and drive of a…
Added 8 mins ago
C
Food Service Supervisor Full Time
Cook
M'Chigeeng Indian Reserve No. 22, ON · M'CHIGEENG, ON
- Full-time
Employee relations experience in a unionized environment is an asset.
Added 8 mins ago
A
Product Guide - Seasonal
ARC'TERYX
BC
- $20.8 to $23.1 USD / hour
- Part-time
- Temporary
Wellbeing - 24/7 Employee Assistance Program (EAP)
Added 8 mins ago
Sales and Service Rep, Lead
Grainger Businesses
Fort McMurray, AB
…depending on factors such as geographic work location, relevant experience and individual skills. The stated range is a reasonable estimate and may change over time; final compensation may…
Added 8 mins ago
S
Seasonal Retail Sales Consultant - Part Time - Metrotown, BC
Swarovski
Burnaby, BC
- Part-time
A global employee assistance program offering support in the areas of mental, physical, and emotional health, managerial support as well as financial and legal matters
Added 8 mins ago
SL
Director, Digital Servicing
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Waterloo King
- Full-time
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts…
Added 8 mins ago
MU
Research Ethics Administrator
McGill University
Montreal, QC
- Full-time
If you are an active McGill employee (ie: currently in an active contract or position at McGill University), do not apply through this Career Site. Login to your McGill Workday account and…
Added 8 mins ago
MU
Web Application Specialist
McGill University
Canada
- Full-time
If you are an active McGill employee (ie: currently in an active contract or position at McGill University), do not apply through this Career Site. Login to your McGill Workday account and…
Added 8 mins ago
MU
Associate Director Communications, Resident Admissions and Customer Service
McGill University
Res. Carrefour Sherb
- Full-time
If you are an active McGill employee (ie: currently in an active contract or position at McGill University), do not apply through this Career Site. Login to your McGill Workday account and…
Added 8 mins ago
MU
Program Manager
McGill University
Montreal, QC · Ferrier Building
- Full-time
Reporting to the Director of the French Language Centre (FLC), the Program Manager will focus on developing, delivering, planning, and organizing structured programming that supports…
Added 8 mins ago
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Spécialiste en éclairage / Lighting Specialist
Guillevin
Montreal, QC
- Full-time
Free health resources available 24/7: Telemedicine and Employee Assistance Program (EAP).
Added 8 mins ago
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Maintenance Shop Supervisor
Penske
Calgary, AB
- Full-time
Preferred candidates will have at least 3+ years in fleet vehicle maintenance experience overseeing technicians. Minimally qualified candidates will have at least 3 years of team management…
Added 19 mins ago
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Coordonnateur(trice) communication interne / Internal Communications Coordinator
Genetec
Montreal, QC
- Full-time
Avoir au moins 2 ans d'expérience en marketing ou en communication.
Added 19 mins ago
SI
Maintenance Coodinator
Shannex Incorporated
Bible Hill, NS
- Full-time
Comprehensive health, vision, and dental benefits plan, including an Employee and Family Assistance Program
Added 21 mins ago
BH
General Manager - The Eddie Burger & Bar
Banff Hospitality Collective
Banff, AB
- Full-time
The General Manager is responsible for overseeing the day-to-day business operations of the venues. Through the exercise of discretion and independent judgement, the General Manager has…
Added 21 mins ago
PC
Business Development Manager
Peninsula Canada
Windsor, ON
- $150,000 to $200,000 CAD / year
- Full-time
…over 140,000 businesses worldwide. With more than 40 years of experience and offices across Canada, the UK, Australia, and New Zealand, we help business owners stay compliant, protect their…
Added 21 mins ago
SI
Facility Maintenance Manager
Shannex Incorporated
Mississauga, ON
- Full-time
Comprehensive health, vision, and dental benefits plan, including an Employee and Family Assistance Program
Added 21 mins ago
R
Administrative Support - Level II (Finance) (Telework/Hybrid)
Radio-Canada
Ottawa, ON
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the hiring Manager according to the guidelines defined by the department.
Added 21 mins ago
A
Control Centre Operator
AltaLink
Calgary, AB
- Full-time
…transmission of electricity for our customers and will report to the Manager, ACC Real Time within the System Operation - ACC Real Time Team. The successful candidates must also be able to…
Added 23 mins ago
SS
Unregulated Care Provider | Permanent Casual
Sienna Senior Living
Brantford, ON
- Part-time
Employee Share Purchase Plan with company match
Added 23 mins ago
Bakery Manager
Calgary Co-op
Calgary, AB
Calgary Co-op is seeking a Bakery Manager to become a member of our co-operative team. Reporting to the Centre Manager, the successful candidate will be responsible for the overall…
Added 23 mins ago
C
Temporary Part-Time Liquor Clerk I
Co-op
North Battleford, SK
- Part-time
Our Discovery Co-operative Ltd. Team Members receive competitive salaries, a comprehensive benefits package, Employee Family Assistance Program, an employer-contributed pension plan, Team…
Added 23 mins ago
CK
Store Assistant Manager
Circle K
Sackville, NB
- Full-time
You will assist the Store Manager with overseeing the store operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, paperwork, making bank…

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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