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Investment and Retirement Planning Advisor

3 months ago

Laval, Quebec, Canada Scotiabank Full time

Requisition ID: 203623

About the Role:

As a key member of the branch sales team, you will play a vital role in driving the success of our Investment & Personal Banking division. Your primary responsibility will be to enhance and manage relationships with an assigned portfolio of clients, focusing on achieving and surpassing investment and deposit sales targets.

Key Responsibilities:

  • Demonstrate a passion for financial sales while providing reliable financial guidance on intricate investment and retirement strategies.
  • Adopt a proactive approach to identify customer needs and listen attentively to their objectives.
  • Conduct thorough assessments for your assigned clients, covering areas such as retirement planning, wealth accumulation, and estate planning, to develop tailored financial strategies.
  • Engage actively with clients, offering valuable insights and expert advice.
  • Collaborate effectively with colleagues, clients, and partners to foster a team-oriented environment.
  • Build and maintain strong relationships, ensuring an exceptional client experience and nurturing long-term connections with existing clients.

Qualifications:

  • Completion of the CIFP Diploma in Financial Planning (or an equivalent recognized by the bank).
  • A minimum of three years of experience in financial planning and investment sales.
  • Proven sales management experience with the ability to promote Scotiabank's services.
  • Strong relationship-building skills with clients, peers, and partners.

What We Offer:

  • A competitive compensation and benefits package designed for the Investment & Personal Banking Specialist role.
  • The opportunity to make a significant impact on your assigned client portfolio.
  • A culture that values inclusivity and recognizes employee contributions.
  • A commitment to community engagement and making a positive difference for clients and their families.

To succeed in this role, effective communication in both English and French is essential, as you will be serving a diverse clientele.

At Scotiabank, we appreciate the unique skills and experiences that each individual brings to our organization and are dedicated to fostering an inclusive and accessible workplace for all.