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sun life financial advisor
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Financial Planner Opportunity
1 week ago
About the Role: We are seeking a motivated and results-driven Financial Advisor to join our team in Sault Ste. Marie, Ontario.
About You: As a Financial Advisor, you will be responsible for establishing and deepening investment and primary banking relationships with existing customers. Your primary role is to discover customers' needs, provide trusted financial advice, and create customized financial strategies and solutions.
Your Skills: To succeed in this role, you should have successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent), have at least three years of experience in financial planning and investment sales, and possess demonstrated sales management experience and ability to market Scotiabank.
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.