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Financial Planning Specialist

2 months ago

Laval, Quebec, Canada Scotiabank Full time
Role Overview

As a Financial Planner at Scotiabank, you will play a key role in delivering trusted financial advice to customers regarding complex investment and retirement planning. Your passion for financial sales and ability to build strong relationships with customers, peers, and partners will be essential in driving business growth and customer satisfaction.

Key Responsibilities
  • Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills to create customized financial strategies and solutions.
  • Be results-driven by taking a proactive approach to discovering customers' needs, listening to understand what they are looking for, and providing expert advice to meet their financial goals.
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners, and build relationships to provide a great client experience and grow long-standing relationships with existing customers.
  • Market Scotiabank's products and services to customers, leveraging your sales management experience and ability to cultivate strong relationships.
Requirements
  • Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • A minimum three years of experience in financial planning and investment sales.
  • Demonstrated sales management experience and the ability to market Scotiabank.
  • Ability to communicate in English and French, as you will serve English-speaking clientele.
What's in it for you?
  • A competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist, Investment & Retirement Planning role.
  • The opportunity to make a lasting impact on an assigned book of customers.
  • An inclusive culture where we value and recognize our employees' contributions.
  • An organization committed to making a difference in our communities – for you and your customers.