Investment Advisor
4 weeks ago
Requisition ID: 201093
Become part of a results-oriented team that thrives on inclusivity and high performance.
As a Financial Planner, your primary focus will be on nurturing and enhancing client relationships by delivering exceptional advice and services tailored for the mass affluent market. You understand that your clients are invaluable, and your main goal is to provide insightful investment and financial planning guidance to assist them in achieving their distinct objectives.
Utilizing a comprehensive financial planning framework, your responsibilities will include:
- Conducting thorough assessments for assigned clients, encompassing retirement strategies, wealth growth, and estate planning, while leveraging financial planning expertise and tools to support their financial aspirations.
- Exhibiting a natural curiosity to identify and address client needs, offering trusted financial counsel regarding investments and retirement strategies.
- Being self-motivated and results-driven in uncovering client requirements, actively listening to their desires, and presenting tailored financial strategies and solutions.
- Engaging clients proactively, providing relevant insights and expert guidance.
- Adopting a collaborative mindset when interacting with colleagues, clients, and partners.
- Fostering relationships that prioritize an exceptional client experience and nurturing long-term connections with existing clients.
Are you equipped with the skills necessary for success in this role? We would be delighted to collaborate with you if you possess:
- Preferred experience in financial planning and investment sales.
- Completion of the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
- Current accreditation as a mutual funds certified professional, meeting MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- A goal-oriented and entrepreneurial spirit, capable of working independently with minimal supervision as well as within a larger team.
- Awareness of competitive offerings, market dynamics, economic conditions, and regulatory frameworks.
- A competitive compensation and benefits package that rewards the growth and maintenance of your client portfolio.
- Access to advanced resources to support your development, including dedicated marketing assistance, powerful mobile technology, and leading CRM, portfolio, and financial planning software.
- The opportunity to cultivate enduring client relationships through outstanding advice and service.
- A workplace culture that champions diversity, respect, and inclusion.
- A commitment to making a positive impact in our communities for you and your clients.
Scotiabank is a prominent financial institution in the Americas. Guided by our purpose: "for every future", we assist our customers, their families, and their communities in achieving success through a comprehensive range of advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual contributes to the organization and are dedicated to fostering an inclusive and accessible environment for all.
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