Wealth Management Advisor, Halifax
4 weeks ago
Join Scotiabank as a Wealth Management Advisor in Halifax, Nova Scotia
Become a vital member of a mission-driven team at Scotiabank, dedicated to empowering clients in achieving their financial aspirations. In the role of Wealth Management Advisor, you will be instrumental in nurturing and expanding client relationships within the affluent market segment. Your primary focus will be on delivering exceptional investment and financial advisory services tailored to meet the distinct needs of clients.
Key Responsibilities:
- Perform comprehensive assessments for clients, including retirement and estate planning
- Provide reliable financial guidance and customized solutions to address client requirements
- Discover avenues for business growth and client acquisition
- Educate and engage clients with expert knowledge and recommendations
- Collaborate with colleagues, clients, and stakeholders to ensure outstanding service delivery
- Establish and nurture enduring client relationships
Qualifications for Success:
- Prior experience in financial advisory and investment sales
- Certification in financial planning (PFP or CFP designation preferred)
- Expertise in 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 benefits package
- Access to state-of-the-art resources and technological support
- Opportunity to cultivate lasting client connections
- A welcoming and diverse workplace culture
- Commitment to community engagement and social responsibility
Become part of Scotiabank, a prominent financial institution in the Americas, and contribute to a team focused on assisting clients and communities in achieving their goals. We prioritize diversity and inclusion, striving to create an accessible environment for everyone.
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