Strategic Financial Consultant

1 week ago

Thunder Bay, Ontario, Canada Scotiabank Full time

Requisition ID: 199095

Financial Planning Role:

A highly skilled Financial Planner is sought to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market at Scotiabank.

About the Job:

As a Financial Planner, 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.

Main Responsibilities:

  • Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation, and estate planning.
  • Deliver trusted financial advice to clients regarding their investments and retirement planning.
  • Natural curiosity to uncover and solve for client's needs.
  • Be highly engaged, educate clients, provide relevant insights, and expert advice.
  • Demonstrate a collaborative approach when dealing with peers, clients, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.

Requirements:

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
  • You're a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You're goal-oriented and entrepreneurial.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What's in it for You:

  • A competitive compensation and benefits package that rewards growing and maintaining your client base.
  • Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
  • The ability to build long-lasting client relationships through exceptional advice and service.
  • A work culture that promotes diversity, respect, and inclusion.
  • An organization committed to making a difference in our communities – for you and your clients.

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