Strategic Wealth Planner
5 days ago
As a Strategic Wealth Planner at Scotiabank, you will play a vital role in developing and deepening client relationships by providing expert advice and service within the mass affluent market.
Your primary focus will be on delivering high-quality investment and financial planning advice to help clients achieve their unique goals. To accomplish this, you will follow a comprehensive financial planning framework that includes investment sales, new client acquisition, and business development opportunities with prospects and clients within your assigned market area.
Main Responsibilities- Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning using advanced financial planning skills and tools to support our clients' financial objectives.
- Demonstrate a natural curiosity to uncover and solve for client needs, delivering trusted financial advice to clients regarding their investments and retirement planning.
- Showcase self-directed, performance-oriented approach in discovering clients' needs, listening to understand what they seek, and customizing financial strategies and solutions.
- Prior experience in financial planning and investment sales is preferred.
- A successfully completed Personal Financial Planning (PFP) designation or a Certified Financial Planner (CFP) designation would be an asset.
- Stay knowledgeable about competitive offerings, market trends, economic conditions, and the regulatory environment.
- Harness leading-edge resources to support growth, including dedicated marketing support, powerful mobile technology, and industry-leading CRM, portfolio, and financial planning software.
- Thrives in a work culture that promotes diversity, respect, and inclusion.
- Becomes part of an organization committed to making a difference in our communities – for you and your clients.
We are offering a highly competitive salary of $95,000 - $125,000 annually, commensurate with experience, along with access to ongoing training and professional development opportunities to enhance your skills and expertise.
This is an excellent opportunity for experienced professionals to join a dynamic team and contribute to the success of our clients. If you possess the required skills and qualifications, we encourage you to apply.
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