Financial Planning Expert

3 weeks ago


Ottawa, Ontario, Canada Scotiabank Full time

As a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving results and contributing to the team's overall success.

About the role

You will establish and deepen investment and primary banking relationships with existing customers, as well as customers referred by branch partners.

Key responsibilities

  • Deliver trusted financial advice to customers regarding complex investment and retirement planning
  • Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning
  • Provide relevant insights and expert advice to customers, focusing on providing a great client experience
  • Build relationships with customers, peers, and partners, demonstrating a collaborative approach

Requirements

  • Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
  • A minimum three years experience of financial planning and investment sales experience
  • Demonstrated sales management experience and the ability to market Scotiabank

What Scotiabank offers

  • 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 where we value and recognize our employees' contributions


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