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Client Financial Strategist

3 months ago

Vaughan, Ontario, Canada Scotiabank Full time

Requisition ID: 204697

Join a purpose-driven team that is committed to achieving results within an inclusive and high-performing culture.

As a Financial Planner, your primary focus will be on cultivating 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 main objective is to provide insightful investment and financial planning guidance to help them achieve their unique aspirations.

By adhering to a comprehensive financial planning framework, you will concentrate on investment sales and acquiring new clients, while also identifying business development opportunities with prospects and clients in your designated market area.

Your responsibilities will include:

  • Conducting thorough reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing your financial planning expertise and tools to support their financial objectives.
  • Exhibiting a natural curiosity to identify and address client needs, delivering trusted financial advice regarding investments and retirement strategies.
  • Being self-directed and performance-oriented in your approach to understanding client needs, crafting customized financial strategies and solutions.
  • Engaging actively with clients, providing relevant insights and expert advice.
  • Demonstrating a collaborative mindset when interacting with peers, clients, and partners.
  • Building and nurturing relationships, focusing on delivering an exceptional client experience and fostering long-term connections with existing clients.

Do you possess the skills necessary to excel in this role? We would be eager to collaborate with you if you have:

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed the Personal Financial Planning (PFP) designation and/or hold a Certified Financial Planner (CFP) designation.
  • Certification as a mutual funds professional, with current accreditation and good standing for MFDA licensing requirements.
  • A goal-oriented and entrepreneurial mindset, capable of working independently with minimal supervision as well as collaboratively within a larger team.
  • Knowledge of competitive offerings, market trends, economic conditions, and the regulatory landscape.

What can you expect in return?

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

At Scotiabank, we value the unique skills and experiences that each individual brings to our team and are committed to fostering an inclusive and accessible environment for all. If you require accommodation during the recruitment process, please inform our Recruitment team. Candidates must apply directly online to be considered for this role. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.