Senior Financial Consultant
18 hours ago
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 SummaryThe 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.
ResponsibilitiesThis 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.
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.
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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Financial Planning Consultant
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Strategic Financial Consultant
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Branch Operations Manager
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Branch Operations Manager
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Chief Medical Director
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