Wealth Management Professional

4 days ago


Oakville, Ontario, Canada Scotiabank Full time

About Scotiabank

Overview of the Role

We are seeking a highly motivated and results-driven Wealth Management Professional to join our team in Ontario, Canada. As a key member of our sales team, you will be responsible for meeting and exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.

Your primary role will be to establish and deepen relationships with existing customers as well as new customers referred by branch partners. You will conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning, utilizing your financial planning skills to create customized financial strategies and solutions.

  • You must be passionate about delivering trusted financial advice to customers regarding complex investment and retirement planning.
  • You will successfully complete comprehensive reviews, creating tailored financial plans that address each customer's unique needs.

You will have a competitive compensation and benefits package, tailored to this role, and be part of an organization committed to making a difference in our communities – for you and your customers.

Salary Information

The estimated salary range for this position is between $60,000 and $100,000 per year, depending on experience and performance.

This figure is based on industry standards and locations such as Oakville, Brampton, Burlington, Georgetown, and Milton in Ontario, Canada.

Benefits

As a Wealth Management Professional at Scotiabank, you will enjoy a range of benefits, including:

  • A competitive salary and bonus structure.
  • A comprehensive benefits package.
  • Ongoing training and development opportunities.
Requirements

To be successful in this role, you must have:

  • A minimum three years of experience in financial planning and investment sales.
  • The CIFP Diploma in Financial Planning or equivalent.
  • An ability to work effectively in a team environment.
  • Excellent communication and interpersonal skills.

If you are a driven and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity to join our team as a Wealth Management Professional.



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