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Added 5 mins ago
TC
Board of Director
The Canadian Training Institute
Toronto, ON
- Volunteer
Serve as a trusted advisor to the Executive Director in implementing CTI’s strategic plan.
Added 5 mins ago
A
Hse Manager
Actalent
Calgary, AB
- $80 to $100 CAD / hour
- Contract
Position: HSE Lead / Senior HSE Advisor / HSE Manager
Added 20 mins ago
A
Performance Coach, Client Care Learning & Development
ATB
Calgary, AB
- Full-time
…potential and their initial performance. You serve as a strategic advisor, acting as a coach and facilitator. This role combines meaningful learning experiences with advanced facilitation…
Added 20 mins ago
P
Technical Consultant (PACS)
Philips
Mississauga, ON
- Full-time
Developing and enhancing implementation methodologies, best practices, and service delivery standards to drive consistency, quality, and operational excellence. Establishing repeatable…
Added 35 mins ago
WF
Insurance Advisor
Western Financial Group
Beaverlodge, AB
- Full-time
Added 35 mins ago
AC
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Windsor, ON
- Full-time
…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 35 mins ago
BT
Territory Sales Manager
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Barrie, ON
- Full-time
Be a trusted advisor, delivering exceptional customer service at every touchpoint.
Added 50 mins ago
T
Engagement Manager
TEKsystems
Ottawa, ON
- $70,900 to $106,300 CAD / year
- Full-time
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Added 1 hour ago
RM
Sales Associate | Canmore (Part-Time, October - January)
Rocky Mountain Soap Company
Canmore, AB
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Added 1 hour ago
RM
Sales Associate | Canmore (Full-Time, October - January)
Rocky Mountain Soap Company
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- Full-time
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Added 1 hour ago
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Sales Associate | Banff (Part-Time, October - January)
Rocky Mountain Soap Company
Banff, AB
- Part-time
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Added 1 hour ago
RM
Sales Associate | Banff (Full-Time, October - January)
Rocky Mountain Soap Company
Banff, AB
- Full-time
- Temporary
The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all customers. Utilizing a wealth of natural product…
Added 1 hour ago
C
Account Representative- Sales Training Program (Vancouver) October 2026
CDW
Vancouver, BC
- Full-time
…need to know to become a trusted technology consultant and advisor. Whether an organization needs a single tablet or an entire virtual environment, you’ll have the sales training,…
Added 1 hour ago
S
Business Advisor - Nashwaaksis, Fredericton, NB
Scotiabank
Fredericton, NB
- Full-time
…Banking Branch Network, The Focus Is To Provide Exceptional Service Throughout The Customer’s Journey…
Added 1 hour ago
GO
Program Advisor (Bilingual and Non-Bilingual)
Government of Manitoba
Winnipeg, MB
- Full-time
The Program Advisor is responsible for assisting students who need enhanced service to secure funding and plan for post-secondary education. This includes a working knowledge of community…
Added 1 hour ago
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Lead Roving Technician
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- Full-time
Acting as field technical advisor for Service Technicians, Field Supervisors and Service Department.
Added 1 hour ago
BA
RECONDITIONING ADVISOR
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- Full-time
Reporting Relationship: This position reports directly to the Reconditioning Advisor Lead.
Added 2 hours ago
CF
Policy Service Coordinator
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- Full-time
A Policy Service Coordinator is responsible for providing administrative and operational support related to the servicing of financial insurance policies. This role acts as a key liaison…
Added 2 hours ago
B
Commercial Insurance Advisor - IBU Service team
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- Full-time
We are looking for a Commercial Insurance Advisor to join our Commercial IBU Service team in New Brunswick!
Added 2 hours ago
B
Personal Insurance Sales Advisor
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- Full-time
We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism.
Added 2 hours ago
Financial Advisor (Willoughby Branch)
First West
Langley (District), BC · Langley, BC
The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role…
Added 2 hours ago
T
Business Succession Advisor
TD
Vancouver, BC
- Full-time
…protection to provide highly personalized advice, solutions and service to…
Added 2 hours ago
PE
HSE Administrator
Phasor Engineering Inc
Calgary, AB
- Full-time
Strong interpersonal, communication, and customer service skills.
Added 2 hours ago
UH
Timber-Tech Group of Companies - Account Manager
UpSourced HR
Calgary, AB
- Full-time
Position yourself as a trusted advisor and partner, not just a supplier
Added 2 hours ago
S
Beauty Advisor - Flex
Sephora
Toronto, ON
- $18.2 to $21.4 CAD / hour
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…

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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