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Financial Advisor, Investment Solutions at Scotiabank

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Scotiabank
πŸ“ nanaimo, Canada
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Location nanaimo
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Posted June 08, 2026
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Commute Local Area
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Job Description

Elevate your career as a Financial Advisor with Scotiabank in Nanaimo, British Columbia. Drive investment success and retirement planning for an assigned client portfolio.

In this dynamic role, you will work within a retail branch team to exceed deposit and investment sales goals. You’ll provide personalized financial strategies while establishing and deepening banking relationships. Your approach should combine self-motivation with a focus on client-centric solutions and achieving business targets.

Key Responsibilities:
β€’ Perform detailed reviews on clients’ financial plans
β€’ Develop customized strategies for wealth accumulation
β€’ Educate and engage clients on investment opportunities
β€’ Foster long-term relationships with existing clients
β€’ Use advanced technology to improve financial planning processes

Requirements:
β€’ Previous experience in financial planning and investment sales preferred
β€’ CIFP/CFP des...

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πŸ“ Location Details

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City
nanaimo
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Country
Canada
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Commute
Local Area

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