Wealth Management Consultant

4 weeks ago

Saskatoon, Saskatchewan, Canada Scotiabank Full time
Investment Advisor
As an Investment Advisor, your primary responsibility will be to cultivate and enhance client relationships by delivering exceptional guidance and service within the affluent market segment. Your main focus will be on providing investment and financial strategy advice tailored to assist clients in achieving their specific objectives. You will engage in investment sales and attract new clients while identifying business development prospects.

Contribute to the growth and sustainability of proprietary investment initiatives by:
  • Conducting comprehensive assessments for clients, encompassing retirement planning, wealth growth, and estate management.
  • Providing reliable financial guidance to clients concerning their investments and retirement strategies.
  • Developing personalized financial plans and solutions, emphasizing an outstanding client experience and fostering enduring relationships.
Qualifications:
  • Prior experience in financial advisory and investment sales is advantageous.
  • Completion of the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation is required.
  • Certification as a mutual funds professional with current accreditation for MFDA licensing standards.
  • Results-driven, well-versed in competitive offerings, market dynamics, economic conditions, and regulatory frameworks.
Benefits:
  • A competitive salary and benefits package that recognizes the importance of building and maintaining your client portfolio.
  • Access to state-of-the-art resources including marketing assistance, mobile technology, CRM, portfolio, and financial planning tools.
  • Opportunity to forge lasting client relationships through superior advice and service.
  • A workplace culture that champions diversity, respect, and inclusion.
  • A commitment to making a positive impact in communities.
About Scotiabank:
Scotiabank is a prominent financial institution in the Americas, dedicated to helping clients achieve their goals through a comprehensive range of services, including personal and commercial banking, wealth management, and corporate and investment banking. The organization values the unique skills and experiences of each individual and is devoted to fostering an inclusive and accessible environment for all.

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