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Financial Planning Expert
2 months ago
At Scotiabank, we strive to be a leader in the financial services industry. Our purpose is to empower our customers to achieve their goals through innovative advice, products and services.
Salary InformationThe estimated annual salary for this position is $120,000-$150,000, depending on experience and qualifications.
Job DescriptionWe are seeking a highly motivated and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
You will focus on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
Promote Business Growth- Conduct comprehensive reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
- Exhibit a natural curiosity to uncover and solve for client needs, deliver trusted financial advice regarding investments and retirement planning.
- Demonstrate self-motivation and a goal-oriented mindset when identifying client needs to craft personalized financial strategies and solutions.
To succeed in this role, you will need:
- Experience in financial planning and investment sales.
- Successfully completed (or working towards) the IQPF designation within Quebec.
- An accredited mutual funds professional in good standing with CIRO licensing requirements.
- The ability to work independently as a self-motivated entrepreneur with minimal supervision.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
- Bilingualism in French and English.
We offer a competitive compensation and benefits package, including:
- A base salary of $120,000-$150,000 per year.
- A comprehensive benefits package.
- Ongoing training and professional development opportunities.
- The chance to make a lasting impact on an assigned book of customers.
As a Financial Planner at Scotiabank, you will have the opportunity to:
- Foster strong engagement with clients, educating them on investment options and delivering expert advice.
- Build long-standing relationships with existing clients.
- Work closely with other groups from head office who operate primarily in English.
