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Investment Advisor/Financial Consultant
3 months ago
Position Overview:
As an Investment Advisor, your primary focus will be on cultivating and enhancing client relationships by delivering exceptional guidance and service tailored to the mass affluent market.
Entrepreneurial Mindset:
Your entrepreneurial spirit drives you to understand that the growth of your practice hinges on establishing enduring relationships.
Networking Skills:
You possess the ability to leverage your external networks and centers of influence, embracing the autonomy to expand your practice.
Client-Centric Approach:
Recognizing that your clients are your most valuable asset, your top priority is to provide investment and financial planning advice that aligns with their distinct objectives.
Flexibility in Client Engagement:
You excel at forging new connections and appreciate the flexibility to meet clients outside of traditional office settings, accommodating schedules that work best for both you and your clients.
Key Responsibilities:
Utilizing a comprehensive financial planning framework, you will be accountable for driving investment sales and acquiring new clients, all while adhering to Global Sales Principles, compliance, and regulatory standards. You will also seek business development opportunities with prospects and clients within your designated market area.
Business Development:
Identify additional investment business development opportunities and facilitate the implementation of investment solutions or referrals to the appropriate partners.
Client Solutions:
Deliver client-focused investment solutions through a financial planning framework, ensuring alignment with Global Sales Principles. Conduct complimentary needs assessments across various financial statements, including competitor statements.
Community Engagement:
Actively participate in local professional and community events to expand your network. Identify opportunities to host community information sessions and financial seminars to attract new prospects. Build and maintain a strong market presence in your assigned area while networking with investment industry specialists.
Qualifications:
- Minimum of 3 years of experience in financial planning and investment sales.
- Current accreditation and good standing with MFDA licensing requirements (Investment Funds in Canada or Canadian Securities Course).
- Actively pursuing a Financial Planning designation, having completed the educational requirements for a Personal Financial Planning (PFP(R)) designation and/or a Certified Financial Planner (CFP(R)) designation.
- Proven networking, client acquisition, and interpersonal skills, with experience in building and maintaining Centres of Influence (COIs).
- Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory landscape.
- A valid driver's license and access to a vehicle for client meetings within the designated district.
Benefits:
- Performance bonuses, Employee Share Ownership Program, and Pension Plan Matching.
- Health Benefits from day one.
Work Environment:
- A dynamic, flexible work environment that allows you to set your own hours and meet clients at their convenience.
- Access to cutting-edge resources to support your growth, including dedicated marketing support, advanced mobile technology, and leading CRM, portfolio, and financial planning software.
- Collaboration with our branches and access to Scotia Global Asset Management to provide an exceptional client experience.
Company Commitment:
At Scotiabank, we are guided by our purpose: "for every future." We assist our customers, their families, and their communities in achieving success through a comprehensive range of advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets. We value the unique skills and experiences each individual brings to the Bank and are dedicated to fostering an inclusive and accessible environment for all.
If you require accommodation during the recruitment process, please inform our Recruitment team.
