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Financial Planner
2 months ago
Financial Planning Role Overview
As a Financial Planner at Scotiabank, you will be a key member of the branch sales team responsible for driving business growth through effective management of your assigned portfolio of customers. Your primary role is 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
* Be results-driven by taking a proactive approach to discovering customers' needs, listening to understand what they are looking for
* Demonstrate a collaborative approach when dealing with peers, customers, and partners
* Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
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
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
