Scotiabank Investment Advisor

2 months ago

Toronto, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and experienced Investment Advisor to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for providing expert investment advice and guidance to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Client Service and Advice
    • Provide high-level customer service by ensuring client needs are met and exceeded
    • Offer sound and appropriate investment advice to clients to meet their investment objectives
    • Adhere to all firm and regulatory policies by remaining up to date with all regulatory rules and trading activities
  • Revenue Generation
    • Manage existing client relationships and generate an ongoing source of profitable revenue
    • Identify opportunities to gather additional assets from existing client base
    • Actively promote the products and services available to our clients
    • Identify opportunities to promote products and services of Scotia partners where appropriate
  • Financial Planning and Strategy
    • Prepare financial solutions to service client's goals and objectives that are in the best interest of the client, the firm and within regulatory requirements
    • Display a high level of integrity and professionalism in all dealings with internal and external clients
  • Team Collaboration and Leadership
    • Build effective working relationships across the team and with various business lines
    • Facilitate a culture of open and honest communication
    • Actively participate and contribute to team meetings
  • Group Plan Service
    • Maintain a comprehensive understanding of all group plans and the unique features
    • Liaise with ScotiaMcLeod Wealth Advisors (Lead advisors on each group plan) on a basis in regards to group service plan coordination to ensure continuity of client care and investment direction
    • Ensure that all clients receive the level of service and advice that has been dictated by the sponsor
    • Provide all account administration services including new account opening
    • Return all calls and email promptly within 24 hours
    • Provide advice to clients on recommended funds and any changes; fixed income mandatory redemptions; cash or Money Market Fund balances; client life events; and concerns and inquiries
    • Provide guidance and supervision of the Group Administrative Assistant to ensure operation of the team Group Plan service levels and a consistent level of service
    Requirements
    • Currently licensed as a Registered Representative within the CIRO
    • Fluently bilingual in French & English is an asset
    • 5-7 years of experience in a sales, relationship, or account management role
    • Proficient in trading and account management systems
    • Experience providing investment advice to clients is preferred
    • University education is preferred
    About Scotiabank

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.

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