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Financial Planner
2 months ago
We are seeking a highly skilled and results-driven Investment & Personal Banking Specialist to join our team at Scotiabank. As a key member of our branch sales team, you will be responsible for contributing to our overall success by meeting and exceeding negotiated deposit and investment sales goals.
Key Responsibilities- Establish and deepen investment and primary banking relationships with existing customers and those referred by branch partners.
- 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.
- Provide trusted financial advice to customers regarding complex investment and retirement planning.
- Be highly engaged, educating customers, providing relevant insights, and expert advice.
- Demonstrate a collaborative approach when dealing with peers, customers, and partners.
- Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.
- 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 cultivate strong relationships with customers, peers, and partners.
- A competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist role.
- The ability 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.
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French, as they will serve an English-speaking clientele.
