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Added 13 mins ago
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Financial Advisor, Investment & Retirement Planning - Cordova Bay Village
Scotiabank
Victoria, BC
- Full-time
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…
Added 15 mins ago
Director, Value Realization Office
Scotiabank
Toronto, ON
…through delivery and value realization. As a trusted strategic advisor and execution leader, the Director partners across Business, Technology, Finance, Risk, and Procurement to shape…
Added 15 mins ago
Financial Advisor, Investment & Retirement Planning - Cordova Bay Village
Scotiabank
Victoria, BC
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…
Added 15 mins ago
Customer Data Technician, temporary 4-month contract
The Canada Life Assurance Company
Winnipeg, MB · Kitchener, ON
…streamline data processes, and maintain the integrity of client and advisor information across the…
Added 15 mins ago
International Tax Advisory Services - Manager or Senior Manager - Pillar Two
EY
Montreal, QC · Quebec, QC
Serve as a trusted advisor, building strong client relationships and identifying opportunities for growth
Added 30 mins ago
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Account Executive – Canada Retirement
Manulife
Halifax, NS
- Full-time
…assigned Canadian markets. This role focuses on building strong advisor and plan sponsor relationships, promoting the value of Manulife’s retirement solutions, and delivering consultative…
Added 30 mins ago
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Director of Product Growth
Manulife
Toronto, ON
- Full-time
Collaborate with Distribution to enhance broker and advisor readiness.
Added 44 mins ago
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Senior Consultant, Advisor Development
CI Financial
Toronto, ON
- Full-time
Reporting to the VP, Head of Practice Management, the Senior Consultant, Advisor Development is responsible for delivering sophisticated consulting engagements that help financial advisors…
Added 45 mins ago
Vice President, HR Business Partners – Corporate Functions
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Montreal, QC · Mississauga, ON
…will lead a team of HR Business Partners, serve as a trusted advisor to senior leaders, and champion enterprise-wide HR…
Added 1 hour ago
DC
Advisor, Talent and Culture
Durham Community Health Centre
Pickering, ON
- Full-time
The Advisor, Talent & Culture provides comprehensive, hands-on human resources support and guidance to managers and employees across the agency. Reporting to the Manager, Talent & Culture,…
Added 1 hour ago
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HR Business Advisor - Ottawa (1 Year Term)
NAV CANADA
Ottawa, ON
- Temporary
The Human Resources Business Advisor role provides guidance and advice on the administration, interpretation, and application on a wide range of human resources policies, procedures,…
Added 1 hour ago
Home Financing Officer - Northern Ontario
Scotiabank
ON · Sudbury, ON
…reputational risk reviews across branch, broker, and Home Financing Advisor (HFA) channels. The Senior Analyst conducts file reviews, enhanced due diligence assessments, income verification…
Added 1 hour ago
Wealth Advisor - Halifax
Scotiabank
Halifax, NS
…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…
Added 1 hour ago
DC
Advisor, Talent and Culture
Durham Community Health Centre
Pickering, ON
- Full-time
The Advisor, Talent & Culture provides comprehensive, hands-on human resources support and guidance to managers and employees across the agency. Reporting to the Manager, Talent & Culture,…
Added 1 hour ago
Senior Compensation Consultant | Great West
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Act as a trusted advisor to HR partners and business leaders, providing compensation expertise and recommendations on a broad range of compensation matters
Added 1 hour ago
*Regulatory Compliance and Affairs Advisor
Recrute Action
Montreal, QC
Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be…
Added 1 hour ago
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Dynamics 365 Business Central Operations Manager
BDO
Hamilton, ON · Toronto, ON · Ottawa, ON · Vancouver, BC
- Full-time
Grow existing accounts through trusted-advisor relationships, identifying cross-sell and upsell opportunities across ERP, Power Platform, and complementary services.
Added 1 hour ago
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Senior Legal Counsel and Assistant Corporate Secretary
CIRO / OCRI
Toronto, ON · Montreal, QC · AB · Vancouver, BC · Calgary, AB
- Full-time
…regulatory requirements. This role acts as a key governance advisor to the Board, maintains official records, and ensures accurate documentation of corporate…
Added 1 hour ago
Staff Technical Program Manager
Okta
Toronto, ON
Elevate the throughput and effectiveness of teams and individuals; act as an advisor and mentor to less senior TPMs, leveraging your expertise and experience as an example for others.
Added 1 hour ago
OT
Senior Manager, Contracts
Open Text Corporation
Waterloo, ON
- Other
Serve as a trusted advisor providing high quality, practical support to Renewals, Sales, Support Services, Legal, Finance, and senior leadership on complex commercial transactions.
Added 1 hour ago
O
Staff Technical Program Manager
Okta
Toronto, ON
- $131,000 to $180,400 CAD / year
- Full-time
Elevate the throughput and effectiveness of teams and individuals; act as an advisor and mentor to less senior TPMs, leveraging your expertise and experience as an example for others.
Added 1 hour ago
Marketing Specialist
Equitable
Waterloo, ON
As a Marketing Specialist, Individual Wealth, you will support the development, maintenance and execution of advisor and client-facing marketing materials and communications. Working…
Added 2 hours ago
RD
Client Experience Associate
RBC Dominion Securities
Collingwood, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 2 hours ago
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Product Owner, Financial Crimes
Desjardins
Montreal, QC · Levis, QC
- Full-time
…experts in a variety of fields. You will serve as a specialized advisor and subject matter expert in your field, and act as a contact and coach for decision makers. More specifically, you…
Added 2 hours ago
Business Advisor - North York District, ON
Scotiabank
Toronto, ON
…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…

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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