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Financial Advisor, Investment and Retirement Planning
2 months ago
We are seeking a highly skilled Financial Advisor, Investment and Retirement Planning to join our team. As a key member of our branch sales team, you will be responsible for contributing to our overall success by meeting and exceeding negotiated deposit and investment sales goals.
Key Responsibilities:
- Establish and deepen investment and primary banking relationships with existing customers and those referred by branch partners.
- Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning.
- Develop customized financial strategies and solutions using financial planning skills.
- Educate customers, provide relevant insights, and expert advice to drive business growth.
- Collaborate with peers, customers, and partners to build strong relationships and deliver exceptional client experiences.
Requirements:
- Successful completion of the CIFP Diploma in Financial Planning or equivalent.
- Minimum three years of experience in financial planning and investment sales.
- Demonstrated sales management experience and ability to market Scotiabank.
- Strong relationship-building skills and ability to cultivate customer loyalty.
What We Offer:
- A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role.
- Opportunities to make a lasting impact on an assigned book of customers.
- An inclusive culture that values and recognizes employee contributions.
- A commitment to making a difference in our communities.
