Senior Investment Consultant

3 weeks ago


Alliston, Ontario, Canada Scotiabank Full time
About the Role

As a Financial Advisor, you will be responsible for managing a portfolio of customers and contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals.

Main Responsibilities:

  • To establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
  • To 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.
  • To provide trusted financial advice to customers regarding complex investment and retirement planning.
  • To build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.
Requirements

We are looking for candidates who have successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent) and have a minimum three years experience of financial planning and investment sales experience. Additionally, we require demonstrated sales management experience and the ability to market Scotiabank.

What We Offer

A competitive compensation and benefits package tailored for the Financial Advisor role, including:

  • A base salary estimated at $80,000 per year, plus bonuses based on performance.
  • 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.


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