Financial Planner

3 weeks ago

London, Ontario, Canada Scotiabank Full time

Requisition ID: 206397

About the role

As a Financial Advisor, you will be a key member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.

Key responsibilities:

  • Establish and deepen investment and primary banking relationships with existing assigned customers as well as 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 by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for.

Requirements:

  • Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • A minimum three years experience of financial planning and investment sales experience.
  • 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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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