Financial Planning Expert

7 days ago


Chilliwack, Canada Scotiabank Full time
Job Summary

We are seeking a skilled Financial Planning Expert to join our team at Scotiabank. This is an exciting opportunity for a results-driven professional to help our customers achieve their financial goals.

About the Role

This role will involve taking a proactive approach to understanding our customers' needs and providing expert advice to help them make informed financial decisions. The ideal candidate will have a strong ability to build long-lasting relationships, educate customers on financial planning strategies, and develop comprehensive plans tailored to their individual goals.

Key Responsibilities
  • Taking a customer-centric approach to identify and address their financial needs.
  • Providing personalized advice and guidance on investment products and services.
  • Developing and implementing holistic financial plans that align with customers' objectives.
  • Nurturing strong relationships through excellent communication and service delivery.
  • Maintaining up-to-date knowledge of financial products and industry trends to stay ahead in the market.
Requirements
  • The appetite and drive to build strong customer relationships and deliver exceptional service.
  • The proven ability to meet and exceed sales targets in a fast-paced environment.
  • A Mutual Funds license and commitment to obtaining additional certifications such as CIFP Diploma.
What We Offer
  • A competitive compensation package, including a base salary of $80,000 - $110,000 per year, depending on experience.
  • Ongoing training and development opportunities to enhance your skills and career growth.
  • A collaborative work environment where you can thrive and make a real impact.
  • The chance to work with a leading bank in the Americas and contribute to the success of our customers and communities.

Location: Canada, specifically British Columbia, with the possibility of remote work arrangements. At Scotiabank, we value diversity, equity, and inclusion, and are committed to creating a workplace where everyone feels welcome and valued.



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