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Financial Advisor, Investment and Retirement Planning Specialist

1 month ago

Mississauga, Ontario, Canada Scotiabank Full time

Requisition ID: 207263

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, Investment and Retirement Planning, you'll play a key role in this effort by providing expert advice and guidance to our clients.

About the Role

You'll be responsible for managing a portfolio of customers, establishing and deepening relationships with existing clients, and identifying new business opportunities. Your primary goal will be to deliver trusted financial advice and solutions to our customers, helping them to achieve their financial objectives.

Key Responsibilities:

  • Provide comprehensive financial planning and investment advice to customers
  • Conduct regular reviews to ensure customers are on track to meet their financial goals
  • Develop and implement customized financial strategies and solutions for customers
  • Build and maintain strong relationships with customers, peers, and partners

Requirements:

  • Successful completion of the CIFP Diploma in Financial Planning (or equivalent)
  • Minimum three years of experience in financial planning and investment sales
  • Demonstrated sales management experience and ability to market Scotiabank
  • Ability to cultivate strong relationships with customers, peers, and partners

What We Offer:

  • A competitive compensation and benefits package
  • Opportunities for professional growth and development
  • An inclusive and supportive work environment
  • The chance to make a lasting impact on our customers' financial lives