Wealth Accumulation Expert
6 days ago
About the Opportunity
As a key player in our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
Key Responsibilities:
- Develop and implement comprehensive financial plans for assigned clients to meet their unique goals and objectives.
- Provide expert advice and guidance to clients on investment and retirement planning options.
- Build strong relationships with existing clients and grow long-term partnerships through exceptional service and advice.
Requirements
To succeed in this role, you will need:
- Experience in financial planning and investment sales.
- Relevant professional designations such as PFP or CFP.
- Strong communication and interpersonal skills.
What Sets Us Apart
At Scotiabank, we are committed to creating a diverse and inclusive workplace culture. We offer a competitive compensation package, opportunities for growth and development, and a chance to make a positive impact on our community.
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