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Financial Advisor, Investment and Retirement Planning
2 months ago
As a Financial Advisor, Investment and Retirement Planning, you will be a key member of our branch sales team, responsible for contributing to the team's overall success by meeting and exceeding negotiated deposit and investment sales goals.
Key Responsibilities:
- Establish and deepen investment and primary banking relationships with existing customers and customers referred by branch partners.
- Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills to create customized financial strategies and solutions.
- Provide trusted financial advice to customers regarding complex investment and retirement planning.
- Be results-driven, taking a proactive approach to discovering customers' needs and listening to understand what they are looking for.
- Demonstrate a collaborative approach when dealing with peers, customers, and partners.
- Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.
Requirements:
- Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
- A minimum three years of experience in financial planning and investment sales.
- Demonstrated sales management experience and the ability to market Scotiabank.
- Ability to cultivate strong relationships with customers, peers, and partners.
What We Offer:
- A competitive compensation and benefits package tailored for the Financial Advisor, Investment and Retirement Planning role.
- The opportunity to make a lasting impact on an assigned book of customers.
- An inclusive culture where we value and recognize our employees' contributions.
- An organization committed to making a difference in our communities – for you and your customers.
