Financial Planner

1 month ago


Vaughan, Ontario, Canada Scotiabank Full time
Financial Planner Role

As a Financial Planner at Scotiabank, you will be a key member of the 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 assigned customers, as well as customers referred by branch partners.

Key Responsibilities
  • Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills to create customized financial strategies and solutions.
  • Be passionate about financial sales and delivering trusted financial advice to customers regarding complex investment and retirement planning.
  • Take a proactive approach to discovering customers' needs, listening to understand what they are looking for, and providing relevant insights and expert advice.
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners, building relationships and focusing on providing a great client experience.
Requirements
  • Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • A minimum of three years experience of financial planning and investment sales experience.
  • Demonstrated sales management experience and the 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, Retirement and Investment Planning role.
  • Ability 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 – for you and your customers.

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