Financial Advisor

Requisition ID: 195412

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**About the role**:
As a Financial Advisor you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.

**Is this role right for you? In this role, you will**:

- Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers
- Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for
- 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 highly engaged, educating customers, providing relevant insights and expert advice
- 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

**Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**:

- Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
- A minimum three years experience of financial planning and investment sales experience
- Demonstrated sales management experience and the ability to market Scotiabank
- Ability to cultivate strong relationships with customers, peers and partners

**What’s in it for you?**
- A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role
- Ability 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

Location(s): Canada : Quebec : Vaudreuil-dorion || Canada : Quebec : Baie-d'urfe || Canada : Quebec : Beauharnois || Canada : Quebec : L'ile-perrot

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.