Career Opportunities in Wealth Management

2 weeks ago


Kelowna, British Columbia, Canada Scotiabank Full time

Estimated Salary: $90,000 - $120,000 per annum.

About the Role

In this rewarding position as a Financial Planner at Scotiabank, you will focus on building and nurturing long-term relationships with clients by providing personalized financial planning advice and service.

You will work closely with clients to understand their unique financial goals and objectives, utilizing a comprehensive financial planning framework to develop tailored investment strategies and solutions.

The ideal candidate will possess strong analytical and communication skills, with the ability to educate clients on various financial products and services.

Key Responsibilities:
  • Conduct thorough financial assessments for assigned clients, identifying areas for improvement and recommending suitable investment solutions.
  • Collaborate with cross-functional teams to ensure seamless delivery of financial planning services.
  • Maintain up-to-date knowledge of market trends, economic conditions, and regulatory requirements to provide expert advice to clients.
Requirements:

To succeed in this role, you will need:

  • A minimum of [insert experience] years of experience in financial planning and investment sales.
  • Completion of the Personal Financial Planning (PFP) designation or equivalent certification.
  • Strong understanding of competitive offerings, market trends, and economic conditions.
  • Excellent communication and interpersonal skills, with the ability to work independently and collaboratively as part of a team.

We offer a competitive compensation package, including a base salary, bonuses, and benefits. As a Financial Planner at Scotiabank, you will have access to leading-edge resources and technology to support your growth and success.



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