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Financial Planner

2 months ago

Kitchener, Ontario, Canada Scotiabank Full time
About the Role

As a Financial Advisor, you will be a key member of our branch sales team, responsible for contributing to the team's overall success by meeting and exceeding negotiated deposit and investment sales goals. Your primary role will be to establish and deepen investment and primary banking relationships with existing customers, as well as customers referred by branch partners.

Key Responsibilities:

  • Deliver trusted financial advice to customers regarding complex investment and retirement planning
  • Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning
  • Develop customized financial strategies and solutions for customers
  • Build relationships with customers, peers, and partners, providing a great client experience and growing long-standing relationships

Requirements:

  • Successful completion of the CIFP Diploma in Financial Planning or equivalent
  • Minimum three years of experience in financial planning and investment sales
  • Demonstrated sales management experience and 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 role
  • 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