Expert Financial Advisor for Client Growth
3 days ago
Estimated annual salary: CAD $85,000 - CAD $110,000
About ScotiabankWe're 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.
Job DescriptionThis role is focused on developing and deepening client relationships by providing high-quality investment and financial planning advice. As an Expert Financial Advisor, you'll work with clients to understand their unique goals and develop personalized strategies to help them meet those objectives.
You'll be responsible for:
- Conducting comprehensive financial reviews for assigned clients, utilizing your expertise in retirement planning, wealth accumulation, and estate planning.
- Delivering trusted financial advice to clients regarding their investments and retirement planning.
- Crafting personalized financial strategies and solutions to meet clients' needs.
- Fostering strong engagement with clients, educating them, offering insights, and delivering expert advice.
- Working collaboratively with peers, clients, and partners to drive business growth.
Required Skills and Qualifications
- Experience in financial planning and investment sales is preferred.
- Successful completion (or working towards) the IQPF designation within Quebec.
- Accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- Ability to work independently as a self-motivated entrepreneur with minimal supervision.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
- Bilingualism in French and English.
Benefits
- A competitive compensation package tailored for the role.
- The 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.
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