Portfolio Management Professional
6 days ago
About the Role
Our ideal candidate will have experience in financial planning and investment sales, as well as relevant professional designations such as PFP or CFP. Strong communication and interpersonal skills are essential for building and maintaining relationships with clients.
Key Responsibilities:
- Conduct comprehensive reviews of assigned clients to understand their financial goals and develop tailored strategies to meet those objectives.
- Provide informed guidance to clients on investment and retirement planning options.
- Foster strong relationships with existing clients and grow long-term partnerships through exceptional service and advice.
The Ideal Candidate
We are looking for a highly motivated and detail-oriented individual with a passion for delivering outstanding results. The successful candidate will possess:
- Excellent analytical and problem-solving skills.
- Proven ability to work independently and collaboratively as part of a larger team.
- Strong business acumen and knowledge of the financial services industry.
Why Join Our Team?
At Scotiabank, we value diversity, respect, and inclusion. We offer a dynamic and supportive work environment, opportunities for growth and development, and a chance to make a positive impact on our community.
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