Senior Investment Strategist
5 days ago
We are seeking an experienced Financial Planner to join our team in Ottawa, Canada.
About the Role:This is a unique opportunity to work with clients to develop and deepen relationships by providing high-quality investment advice and service within the mass affluent market. As a Senior Investment Strategist, you will be responsible for conducting in-depth reviews of assigned clients, including retirement planning, wealth accumulation, and estate planning. You will also promote the development and sustainable growth of proprietary investment business in the assigned market area.
Key Responsibilities:- Conduct comprehensive financial planning sessions for clients to understand their financial goals and objectives.
- Develop and implement customized investment plans to meet client needs and risk tolerance.
- Build and maintain strong relationships with clients through exceptional customer service and proactive communication.
- Demonstrated experience in financial planning and investment sales, preferably in the mass affluent market.
- Personal Financial Planning (PFP) designation or Certified Financial Planner (CFP) designation is an asset.
- Familiarity with mutual funds and investment products, as well as regulatory requirements.
- A competitive salary range: $80,000 - $120,000 per year, depending on experience.
- Opportunities for professional growth and development.
- A collaborative and dynamic work environment.
Scotiabank is committed to creating an inclusive and accessible environment for all employees and clients. We value diversity and strive to attract, retain, and promote qualified candidates from diverse backgrounds.
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Senior Wealth Strategist
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Senior Financial Strategist
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Financial Planning Strategist
5 days ago
Ottawa, Ontario, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a cornerstone business within Scotia Wealth Management, earning a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.Job SummaryWe are seeking an experienced Financial...
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