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Financial Planner, MicMac Mall Branch

1 month ago

Halifax, Nova Scotia, Canada Scotiabank Full time

Join a dynamic team dedicated to achieving results in a positive and high-performing environment.

About the position:

As a Financial Advisor specializing in Investment & Retirement Planning, you play a crucial role in the branch sales team. Your main objective is to help the team reach and surpass established deposit and investment sales targets by effectively managing your customer portfolio. Your key responsibilities include nurturing existing customer relationships and developing new ones through branch referrals.

Is this role a good match for you? If you love:

  • Delivering trusted financial advice on complex investment and retirement planning
  • Proactively uncovering customer needs and providing tailored solutions
  • Conducting comprehensive financial reviews and creating personalized strategies
  • Engaging customers with valuable insights and expert guidance
  • Collaborating effectively with colleagues and partners
  • Building strong, long-lasting client relationships

If you possess the following skills, then we want to hear from you:

  • Completion of the CIFP Diploma in Financial Planning or equivalent
  • At least three years of experience in financial planning and investment sales
  • Proven sales management skills and a knack for promoting Scotiabank
  • Ability to forge solid connections with customers, colleagues, and partners

What can you expect?

  • An attractive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role
  • The opportunity to leave a lasting impact on your customer base
  • A supportive culture that values and acknowledges employee contributions
  • An organization dedicated to making a positive difference in the community, for both you and your customers

Location: Canada : Nova Scotia : Halifax
Scotiabank is a prominent financial institution in the Americas. Driven by our vision of 'for every future,' we assist customers in achieving success through a wide range of financial services, such as personal banking, wealth management, and investment banking. At Scotiabank, we celebrate the diverse abilities and backgrounds of our employees and strive to maintain an inclusive environment for all. Should you require accommodation during the application process, please inform our Recruitment team. Candidates must apply online for consideration. We appreciate all applicants' interest in joining Scotiabank; however, only those selected for an interview will be contacted.

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