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Added 9 mins ago
T
Senior Manager, Commercial Services
TD
Saint-Léonard-d'Aston, QC
- Full-time
…alignment with credit and operational risk policies. The Senior Manager, Commercial Services is accountable for the Unit's growth through strong pipeline management and sales coaching,…
Added 9 mins ago
GZ
Regional Manager
Gestion Zagora
Toronto, ON
- Full-time
As part of our continued growth, we are seeking a Regional Manager to oversee the operations and performance of our property portfolio in the Toronto area.
Added 9 mins ago
R
Team Lead (Full time) - RW&CO
RW&CO
Winnipeg, MB
- Full-time
Model a customer-first mindset by leading on the sales floor, resolving customer concerns, and ensuring every interaction reflects our service standards.
Added 10 mins ago
GF
Group Fitness Instructor - Pilates - Tantallon Westwood
GoodLife Fitness
Tantallon, NS
- Part-time
Opportunities for advancement in other areas of the company including Service, Sales and Management.
Added 10 mins ago
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Manager
Desjardins
Montreal, QC · Levis, QC · Complexe Desjardins Montréal
- Full-time
As Manager, your role involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function…
Added 10 mins ago
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Customer Service Representative
BMO
Fort Smith, NT
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 10 mins ago
B
Personal Banking Associate
BMO
Burnaby, BC
- Full-time
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Added 10 mins ago
B
Customer Service Representative
BMO
Surrey, BC
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 10 mins ago
B
Customer Service Representative
BMO
Burnaby, BC
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 10 mins ago
B
Customer Service Representative
BMO
Port Coquitlam, BC
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 10 mins ago
B
Customer Service Representative
BMO
New Westminster, BC
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 10 mins ago
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Holiday Customer Service Representative (Fixed Term)
LCBO
Toronto, ON
- Part-time
The LCBO is seeking Holiday Customer Service Representatives who are passionate about delivering exceptional customer experiences in our retail stores across Ontario from November 16 to…
Added 10 mins ago
L
Holiday Customer Service Representative (Fixed Term)
LCBO
Toronto, ON
- Part-time
The LCBO is seeking Holiday Customer Service Representatives who are passionate about delivering exceptional customer experiences in our retail stores across Ontario from November 16 to…
Added 10 mins ago
L
Holiday Customer Service Representative (Fixed Term)
LCBO
Toronto, ON
- Part-time
The LCBO is seeking Holiday Customer Service Representatives who are passionate about delivering exceptional customer experiences in our retail stores across Ontario from November 16 to…
Added 10 mins ago
L
Holiday Customer Service Representative (Fixed Term)
LCBO
Toronto, ON
- Part-time
The LCBO is seeking Holiday Customer Service Representatives who are passionate about delivering exceptional customer experiences in our retail stores across Ontario from November 16 to…
Added 10 mins ago
L
Holiday Customer Service Representative (Fixed Term)
LCBO
Toronto, ON
- Part-time
The LCBO is seeking Holiday Customer Service Representatives who are passionate about delivering exceptional customer experiences in our retail stores across Ontario from November 16 to…
Added 10 mins ago
L
Holiday Customer Service Representative (Fixed Term)
LCBO
Toronto, ON
- Part-time
The LCBO is seeking Holiday Customer Service Representatives who are passionate about delivering exceptional customer experiences in our retail stores across Ontario from November 16 to…
Added 10 mins ago
L
Holiday Customer Service Representative (Fixed Term)
LCBO
Toronto, ON
- Part-time
The LCBO is seeking Holiday Customer Service Representatives who are passionate about delivering exceptional customer experiences in our retail stores across Ontario from November 16 to…
Added 10 mins ago
L
Holiday Customer Service Representative (Fixed Term)
LCBO
Toronto, ON
- Part-time
The LCBO is seeking Holiday Customer Service Representatives who are passionate about delivering exceptional customer experiences in our retail stores across Ontario from November 16 to…
Added 10 mins ago
L
Holiday Customer Service Representative (Fixed Term)
LCBO
Toronto, ON
- Part-time
The LCBO is seeking Holiday Customer Service Representatives who are passionate about delivering exceptional customer experiences in our retail stores across Ontario from November 16 to…
Added 10 mins ago
L
Holiday Customer Service Representative (Fixed Term)
LCBO
Toronto, ON
- Part-time
The LCBO is seeking Holiday Customer Service Representatives who are passionate about delivering exceptional customer experiences in our retail stores across Ontario from November 16 to…
Added 10 mins ago
L
Holiday Customer Service Representative (Fixed Term)
LCBO
Toronto, ON
- Part-time
The LCBO is seeking Holiday Customer Service Representatives who are passionate about delivering exceptional customer experiences in our retail stores across Ontario from November 16 to…
Added 24 mins ago
TN
Sales representative
TA Networks Inc.
Montreal, QC
- Full-time
…solutions to the large enterprise business market. Reporting to the Sales Manager, the Sales Representative will be responsible for generating new business…
Added 24 mins ago
TM
Manager, Contracts
Terumo Medical Corporation
Vaughan, ON
- $88,600 to $124,300 CAD / year
- Full-time
The Manager, Contracts is responsible for leading the organization's contract strategy, governance, and lifecycle management processes to support revenue growth, profitability, and business…
Added 24 mins ago
E
Seasonal Grocery Sales Associate (Full-Time) - Eataly Yorkville
Eataly
Toronto, ON
- $17.95 CAD / hour
- Full-time
- Contract
The Grocery Sales Associate stocks and displays products in the Housewares and Grocery departments and provides outstanding guest service. Reports to the Dry Market Manager.

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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