Strategic Wealth Advisor

4 days ago

Belleville, Ontario, Canada Scotiabank Full time

As a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. By promoting the development and sustainable growth of proprietary investment business in the assigned market area, you will conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning. You will have a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.

To succeed in this role, you should have experience in financial planning and investment sales, successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation, and be a mutual funds certified professional with current accreditation and good standing for MFDA licensing requirements. You should be goal-oriented and entrepreneurial, able to work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team. Additionally, you should be knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

Scotiabank offers a competitive compensation and benefits package, access to leading-edge resources to support your growth, and the ability to build long-lasting client relationships through exceptional advice and service. Our work culture promotes diversity, respect, and inclusion, and we are committed to making a difference in our communities for you and your clients.

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