Senior Investment Consultant
3 weeks ago
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.
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 OfferA 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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Senior Wealth Strategist
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Performance Management
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