Financial Advisor, Investment and Retirement Planning

4 weeks ago


Markham, Ontario, Canada Scotiabank Full time

Requisition ID: 208696

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 contributing to the team's success by meeting and exceeding negotiated deposit and investment sales goals.

About the Role

You'll be responsible for establishing and deepening investment and primary banking relationships with existing customers, as well as customers referred by branch partners. Your primary focus will be on delivering trusted financial advice to customers regarding complex investment and retirement planning.

Key Responsibilities

  • Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning.
  • Develop customized financial strategies and solutions to meet customers' needs.
  • Build relationships with customers, peers, and partners to provide a great client experience.
  • Demonstrate a collaborative approach and a passion for financial sales and advice.

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's in it for you?

  • A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role.
  • Ability 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.


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