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Investment Advisor

3 months ago

Ontario, Oregon, Canada Scotiabank Full time

Join Our Team as an Investment Advisor

At Scotiabank, we are dedicated to fostering a winning team that is driven by purpose and committed to achieving results within an inclusive and high-performing culture.

As an Investment Advisor, your primary focus will be on nurturing and enhancing client relationships by delivering exceptional advice and service tailored to the mass affluent market. Your clients are your most valuable asset, and your mission is to provide insightful investment and financial planning guidance to help them achieve their unique objectives.

Key Responsibilities:

  • Conduct comprehensive reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing advanced financial planning skills and tools to support their financial aspirations.
  • Exhibit a natural curiosity to identify and address client needs, delivering trusted financial advice regarding investments and retirement strategies.
  • Demonstrate a self-directed and performance-oriented approach in understanding client requirements, crafting customized financial strategies and solutions.
  • Engage actively with clients, providing relevant insights and expert advice to enhance their financial literacy.
  • Foster a collaborative environment when interacting with peers, clients, and partners.
  • Build and maintain strong relationships, focusing on delivering an exceptional client experience and cultivating long-term connections with existing clients.

Qualifications:

  • Experience in financial planning and investment sales is preferred.
  • Completion of the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation is highly regarded.
  • Possession of mutual funds certification and current accreditation in good standing for MFDA licensing requirements.
  • Goal-oriented and entrepreneurial mindset, capable of working independently as a self-motivated professional while also thriving in a team environment.
  • In-depth knowledge of competitive offerings, market trends, economic conditions, and regulatory frameworks.

What We Offer:

  • A competitive compensation and benefits package that rewards the growth and maintenance of your client base.
  • Access to cutting-edge resources to support your professional development, including dedicated marketing support, advanced mobile technology, and leading financial planning software.
  • The opportunity to establish lasting client relationships through exceptional service and advice.
  • A workplace culture that champions diversity, respect, and inclusion.
  • A commitment to making a positive impact in our communities for both you and your clients.

At Scotiabank, we value the unique skills and experiences that each individual brings to our organization and are dedicated to creating an inclusive and accessible environment for all.