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Financial Services Consultant
3 months ago
Requisition ID: 204697
Join a purpose-driven team that is committed to delivering results within an inclusive and high-performing culture.
As a Financial Planner, your primary focus will be on cultivating and enhancing client relationships by offering exceptional advice and services tailored to the mass affluent market. You understand that your clients are your most valuable asset, and your main objective is to provide insightful investment and financial planning guidance to help them achieve their unique aspirations.
Utilizing a comprehensive financial planning framework, you will concentrate on investment sales and acquiring new clients, while also identifying business development opportunities with prospects and clients in your designated market area.
Your responsibilities will include:
- Conducting thorough assessments for assigned clients, including retirement planning, wealth accumulation, and estate planning, using financial planning expertise and tools to support their financial objectives.
- Exhibiting a natural curiosity to identify and address client needs, delivering trusted financial advice regarding investments and retirement strategies.
- Being self-directed and performance-oriented in your approach to understanding client requirements, crafting customized financial strategies and solutions.
- Engaging actively with clients, providing relevant insights and expert advice.
- Demonstrating a collaborative spirit when interacting with colleagues, clients, and partners.
- Building strong relationships, prioritizing an excellent client experience, and nurturing long-term connections with existing clients.
Do you possess the skills necessary for success in this role? We would love to collaborate with you if you have:
- Experience in financial planning and investment sales is preferred.
- Successfully completed the Personal Financial Planning (PFP) designation and/or hold a Certified Financial Planner (CFP) designation.
- Certification as a mutual funds professional, with current accreditation and good standing for MFDA licensing requirements.
- A goal-oriented and entrepreneurial mindset, capable of working independently with minimal supervision as well as part of a larger team.
- Knowledge of competitive offerings, market trends, economic conditions, and the regulatory landscape.
What can you expect in return?
- A competitive compensation and benefits package that rewards the growth and maintenance of your client base.
- Access to advanced resources to support your development, including dedicated marketing assistance, powerful mobile technology, and leading financial planning software.
- The opportunity to build enduring client relationships through exceptional advice and service.
- A workplace culture that champions diversity, respect, and inclusion.
- An organization dedicated to making a positive impact in our communities.
At Scotiabank, we value the unique skills and experiences that each individual brings to our team and are committed to fostering an inclusive and accessible environment for everyone.
