Strategic Investment Advisor

3 days ago


Moncton, New Brunswick, Canada Scotiabank Full time

Company Overview:

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families and their communities achieve success through a broad range of advice, products and services.

Salary:

$120,000 - $150,000 per year based on experience and location.

Job Description:

We are seeking a skilled Financial Planner to focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

The ideal candidate will have experience in financial planning and investment sales, with knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.

Responsibilities include:

  • Conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
  • Exhibiting natural curiosity to uncover and solve for client needs, delivering trusted financial advice on investments and retirement planning.
  • Demonstrating self-motivation and a goal-oriented mindset when identifying clients' needs to craft personalized financial strategies and solutions.
  • Fostering strong engagement, educating clients, offering insights, and delivering expert advice.

Required Skills and Qualifications:

The successful candidate will possess:

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed (or working towards) the Personal Financial Planning (PFP) designation or Certified Financial Planner (CFP) designation.
  • Certified Mutual Funds Professional (CMP) designation is an asset.
  • Able to work independently as a self-motivated entrepreneur with minimal supervision.

Benefits:

We offer a competitive compensation and benefits package, access to leading-edge resources to support growth, and a work culture that promotes diversity, respect, and inclusion.



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