Senior Financial Advisor
2 weeks ago
Role Overview
As a Financial Planner at Scotiabank, you will develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.
Key Responsibilities
- Provide investment and financial planning advice to clients, helping them meet their unique goals.
- Follow a comprehensive financial planning framework, focusing on investment sales and new client acquisition.
- Establish business development opportunities with prospects and clients within the assigned market area.
Requirements
- Experience in financial planning and investment sales.
- Successful completion of the IQPF designation within Quebec.
- Accredited mutual funds professional in good standing with CIRO licensing requirements.
- Self-motivated entrepreneur with minimal supervision.
- Bilingualism in French and English.
What We Offer
- Competitive compensation and benefits package.
- Ability to make a lasting impact on an assigned book of customers.
- Inclusive culture recognizing employee contributions.
- Organization committed to community involvement.
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