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Financial Planner
2 months ago
As a member of the branch sales team at Scotiabank, you will contribute to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals. Your primary role is to establish and deepen investment and primary banking relationships with existing customers and those referred by branch partners.
Key Responsibilities- Deliver trusted financial advice to customers regarding complex investment and retirement planning.
- Take a proactive approach to discovering customers' needs and listening to understand their requirements.
- 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.
- Educate customers, provide relevant insights, and expert advice to build strong relationships.
- Demonstrate a collaborative approach when dealing with peers, customers, and partners.
- Successfully completed (or working towards) the IQPF designation within Quebec.
- Accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- A minimum three years of experience in financial planning and investment sales.
- Demonstrated sales management experience and the ability to market Scotiabank.
- Ability to cultivate strong relationships with customers, peers, and partners.
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French, as they will serve an English-speaking clientele.
