Strategic Wealth Development Specialist
2 weeks ago
Estimated annual salary: $110,000 - $140,000.
Company Overview
Scotiabank is a leading bank in the Americas, guided by its purpose of 'for every future.' The organization helps its customers, their families, and communities achieve success through various advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.
Salary
A competitive compensation package awaits the successful candidate, with an estimated annual salary range of $110,000 to $140,000. This reflects the value placed on attracting and retaining top talent in this role.
Job Description
In this challenging and rewarding position, you will focus on developing and deepening client relationships by providing high-quality financial planning advice and service within the mass affluent market. Your primary objective will be to deliver tailored solutions that meet clients' unique needs and goals.
As a Financial Planner at Scotiabank, you will work closely with existing and prospective clients to identify opportunities for growth and improvement. This involves conducting comprehensive financial reviews, creating customized plans, and implementing strategies to help clients achieve their objectives.
You will also be responsible for promoting the development and sustainable growth of proprietary investment business in your assigned market area. This includes:
- Conducting in-depth reviews of assigned clients to provide retirement planning, wealth accumulation, and estate planning recommendations.
- Natural curiosity to uncover and solve client needs, delivering trusted financial advice regarding investments and retirement planning.
- You're self-directed, performance-oriented approach in discovering client needs, listening to understand what they are looking for, and providing customized financial strategies and solutions.
- Being highly engaged, educating clients, providing relevant insights, and expert advice.
- Demonstrating a collaborative approach when dealing with peers, clients, and partners.
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