Financial Advisor, Investment and Retirement Planning

1 week ago


VaudreuilDorion, Quebec, Canada Scotiabank Full time

About the Role

We are seeking a highly skilled Financial Advisor, Investment and Retirement Planning to join our team at Scotiabank. As a key member of our branch sales team, you will be responsible for contributing to the team's overall success by meeting and exceeding negotiated deposit and investment sales goals.

Key Responsibilities

  • Establish and deepen investment and primary banking relationships with existing assigned customers, as well as customers referred by branch partners.
  • Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills to create customized financial strategies and solutions.
  • Be passionate about financial sales and delivering trusted financial advice to customers regarding complex investment and retirement planning.
  • Be results-driven, taking a proactive approach to discovering customers' needs, listening to understand what they are looking for.
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.

Requirements

  • Successfully completed (or working towards) the IQPF designation within Quebec.
  • Accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • A minimum three years of experience in financial planning and investment sales.
  • Demonstrated sales management experience and the ability to market Scotiabank.
  • Ability to cultivate strong relationships with customers, peers, and partners.
  • Bilingualism in French and English, with the ability to communicate effectively with English-speaking clientele.

What's in it for you?

  • A competitive compensation and benefits package tailored for the Investment and Personal Banking Specialist, Investment and Retirement Planning role.
  • The opportunity to make a lasting impact on an assigned book of customers.
  • An inclusive culture where we value and recognize our employees' contributions.
  • An organization committed to making a difference in our communities - for you and your customers.


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