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Added 9 mins ago
FL
Manager, Business Enterprise Solutions Team
Fuller Landau
Hamilton, ON
- Full-time
The Manager will lead various client engagements within our Business Enterprise Solutions Team (BEST). This group is responsible for bookkeeping, payroll, managing banking and finance…
Added 9 mins ago
B
Facility Services Manager
BGIS
Markham, ON
- Full-time
The Facility Services Manager is accountable for day-to-day operations, vendor management and service management for the client(s) they support, as well as, data verification, reporting and…
Added 24 mins ago
VB
Manager, Audit & Internal Controls (2 -Year Contract)
Vaco by Highspring
Mississauga, ON
- $70 to $80 CAD / hour
- Contract
Our client is sourcing a Manager Internal Audit and Financial Controls for a 24-month contract. The role will require travel within Canada, and working 3 days in office, in Mississauga.…
Added 24 mins ago
W
Proposal Editor
Webuild
Toronto, ON
- $80,000 to $90,000 CAD / year
- Full-time
Reporting to the Proposal Manager, the Proposal Editor will support the development and finalization of RFQs, RFPs and other competitive submissions for major civil engineering and…
Added 25 mins ago
Client Development & Marketing Manager - Pharma
Talencity Inc.
Oakville, ON
We are seeking a results-oriented Client Development and Marketing Manager to lead the execution of our business development program and support sustainable growth.
Added 25 mins ago
CB
Estimator - Intermediate/Senior (CB)
Clark Builders
Edmonton, AB
- Full-time
Collaborate with Project Preconstruction Manager and Preconstruction Manager in estimating functions throughout preconstruction phase launch process.
Added 25 mins ago
Senior Operations Associate, temporary 6-month contract
The Canada Life Assurance Company
London, ON
Reporting to the Associate Manager of Administration, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients' mutual fund…
Added 25 mins ago
Nurse 2
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager, Health Services, the Registered Nurse provides professional registered nursing services for patients/residents/clients with complex and…
Added 25 mins ago
Talent Service and Delivery - Program Lead - Associate Director
EY
Toronto, ON
The Talent Program Manager is part of the Talent team, accountable for shaping, leading and governing a portfolio of strategic Talent transformation initiatives. The role supports global…
Added 25 mins ago
Staff Acoustics & Noise Control Specialist
Black & Veatch Family of Companies
Markham, ON
…modeling, impact assessment, mitigation development, technical reporting, agency and public review support, and expert…
Added 25 mins ago
A
Analyst / Senior Analyst, Private Market Risk
AIMCo
AB · Calgary, AB · Edmonton
- Full-time
…advisory of investment risks at the transaction, asset class, client portfolio, and Total Fund…
Added 25 mins ago
A-
Contract Driving Instructor (Fort McMurray)
AMA - Alberta Motor Association
Fort McMurray, AB
- Full-time
Reporting to the Field Manager, you will provide quality vehicle instruction to students, following AMA’s instruction requirements and customer service standards.
Added 25 mins ago
VC
Case Coordinator, SMILE Program - Full-time
VON Canada (Ontario)
North Bay, ON · ON · Sturgeon Falls, Ontario
- $27.13 to $28.83 CAD / hour
- Full-time
The Case Coordinator provides clients with comprehensive assessments ensuring a high-quality client experience. The Case Coordinator is responsible for developing, in consultation with the…
Added 25 mins ago
I
Operations Supervisor
Intelcom
Brockville, ON
- Full-time
Conduct quality checkups on return pickups and return to the client process.
Added 40 mins ago
FG
Analyst Tester
FNZ Group
Toronto, ON · CA Toronto Yonge St
- $79,000 to $108,000 CAD / year
- Full-time
They will work both independently and within a client aligned development team within existing IT systems and business models, analyse requirements (both business and technical) and…
Added 53 mins ago
CK
DRIVER – PDP
Chevrah Kadisha
Sandringham, NL
- Full-time
Report concerns about vehicles and required maintenance to the HBC programme Coordinator and Transport Manager with immediacy.
Added 53 mins ago
S
Construction Project Manager
StafinGo
Canada
- Full-time
Our client is seeking a motivated and experienced Project Manager to lead the successful delivery of construction and environmental projects. In this role, you will oversee all phases of…
Added 53 mins ago
BC
Manager, Workday Consulting
BDO Canada
Toronto, ON
- Full-time
As a Manager specializing in Workday project delivery, you will be accountable for leading Workday implementations, estimating implementation hour allocations, optimization, and…
Added 53 mins ago
VC
Case Coordinator, SMILE Program - Full-time
VON Canada
Sturgeon Falls, ON
- $27.13 to $28.83 CAD / hour
- Full-time
The Case Coordinator provides clients with comprehensive assessments ensuring a high-quality client experience. The Case Coordinator is responsible for developing, in consultation with the…
Added 53 mins ago
VC
Case Coordinator, SMILE Program - Full-time
VON Canada
North Bay, ON
- $27.13 to $28.83 CAD / hour
- Full-time
The Case Coordinator provides clients with comprehensive assessments ensuring a high-quality client experience. The Case Coordinator is responsible for developing, in consultation with the…
Added 53 mins ago
KI
International Logistics Team Lead
Kujaku Inc
Cambridge, ON
- Full-time
…freight operations and manage our international forwarding team. Reporting to the Operations Manager, you will oversee team workflow (including Logistics Coordinators), handle complex…
Added 53 mins ago
PH
Manager, Business Function Products, BC Health Workday
Provincial Health Services Authority
BC · British Columbia, Canada
- Full-time
Reporting to the Director, Business Function Products, the Manager will be responsible for their designated functionality / portfolio and ensuring that requirements for all the province’s…
Added 53 mins ago
P
restaurant assistant manager
Petro-Canada
Rothesay, NB
- Full-time
Added 53 mins ago
DE
Associate Director, Co-Head of Private Equity, Fund Investments, Leading GCC Pension Fund (Role Based in the Middle East)
Delta Executive Search
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Our client, a leading GCC-based pension fund, is seeking an experienced Private Equity investor to join its Illiquid Alternatives platform in a senior leadership capacity.
Added 55 mins ago
Deputy Project Director
JDS Energy & Mining
Vancouver, BC
- Coordinate project team members and sub-contractors, as well as the client to ensure cost effective, efficient, safe, and timely completion of projects to meet and/or exceed client…

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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