Senior Financial Consultant

18 hours ago


Truro, Nova Scotia, Canada Scotiabank Full time

Scotiabank is seeking a Senior Financial Consultant to join our team in Truro or Amherst. This role offers a competitive compensation and benefits package, access to leading-edge resources, and opportunities for career growth.

Job Summary

The Senior Financial Consultant will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will work independently as a self-motivated entrepreneur with minimal supervision.

Responsibilities

This role involves:

  • Conducting comprehensive financial planning reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
  • Exhibiting a natural curiosity to uncover and solve for client needs, delivering trusted financial advice regarding investments and retirement planning.
  • Demonstrating self-motivation and a goal-oriented mindset when identifying client needs to craft personalized financial strategies and solutions.
  • Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
  • Exercising a collaborative approach when dealing with peers, clients, and partners.
Requirements

To succeed in this role, you should have:

  • Experience in financial planning and investment sales.
  • Succesfully completed (or working towards) the Personal Financial Planning (PFP) designation, and/or the Certified Financial Planner (CFP) designation.
  • You're an accredited mutual funds professional in good standing with CIRO licensing requirements.
  • Ability to work independently as a self-motivated entrepreneur with minimal supervision.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
What's in it for you?

This role offers:

  • A competitive estimated salary range: $80,000 - $120,000 per year.
  • Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
  • The ability to build long-lasting client relationships through exceptional advice and service.
  • A work culture that promotes diversity, respect, and inclusion.
  • An organization committed to making a difference in our communities – for you and your clients.


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