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Client Financial Consultant

3 months ago

Halifax, Nova Scotia, Canada Scotiabank Full time

Join Scotiabank as a Wealth Management Advisor

At Scotiabank, we are dedicated to empowering our clients to reach their financial aspirations. As a Wealth Management Advisor, you will be instrumental in nurturing and expanding client relationships within the affluent sector. Your primary objective will be to deliver exceptional investment and financial planning guidance tailored to each client's specific needs.

Key Responsibilities:

  • Perform comprehensive assessments for clients, focusing on retirement and estate strategies
  • Provide reliable financial insights and customized solutions to meet client objectives
  • Discover avenues for business growth and new client engagement
  • Inform and involve clients with expert knowledge and recommendations
  • Partner with colleagues, clients, and stakeholders to ensure outstanding service delivery
  • Cultivate and sustain enduring client relationships

Qualifications for Success:

  • Demonstrated experience in financial advisory and investment sales
  • Certification in financial planning (PFP or CFP designation is advantageous)
  • Familiarity with mutual funds and adherence to licensing standards
  • Capability to operate independently and take initiative
  • Awareness of market dynamics and regulatory frameworks

What We Provide:

  • Competitive salary and comprehensive benefits
  • Access to advanced resources and technological support
  • Opportunity to foster long-term client connections
  • A welcoming and diverse workplace culture
  • A commitment to community engagement and social responsibility

Become a part of Scotiabank, a prominent financial institution in the Americas, and contribute to a team that is passionate about supporting clients and communities in achieving their goals. We prioritize diversity and inclusion, striving to create an environment that is accessible to all.