Strategic Wealth Advisor
2 weeks ago
About Scotiabank
">- We are a leading bank in the Americas, guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services.
About the Role
As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Your primary goal is to provide investment and financial planning advice to help clients meet their unique goals.
You will conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals.
Key Responsibilities
- Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Requirements
We are looking for an experienced Financial Planner who:
- Has a strong background in financial planning and investment sales.
- Is accredited as a mutual funds professional with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- Has knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
- Is bilingual in French and English.
About Our Culture
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.
Location
This role is located in Montreal, Canada.
Compensation
The estimated salary for this role is $80,000-$120,000 per year, depending on experience.
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