Financial Planner
2 months ago
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/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
- Take a proactive approach to discovering customers' needs and listening to understand their requirements
- Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning
- Educate customers, provide relevant insights, and expert advice
- Demonstrate a collaborative approach when dealing with peers, customers, and partners
- Build relationships and provide a great client experience, growing long-standing relationships with existing customers
Requirements:
- Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
- 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
What We Offer:
- A competitive compensation and benefits package tailored for the Financial Advisor 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
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