Financial Planning Specialist

2 weeks ago


Alliston, Ontario, Canada Scotiabank Full time
About the Role

The Financial Advisor, Investment & Retirement Planning will be responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of their assigned portfolio of customers.

Key Responsibilities:

  • Establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
  • Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning.
  • Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions.
  • Educate customers, providing relevant insights and expert advice.
Requirements
  • Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • A minimum three years experience of financial planning and investment sales experience.
  • Demonstrated sales management experience and the ability to market Scotiabank.
  • Ability to cultivate strong relationships with customers, peers and partners.

We offer a competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role. Salary: $70,000 - 100,000 per year, dependent on location and experience. Our inclusive culture values and recognizes our employees' contributions, and we are committed to making a difference in our communities – for you and your customers. Location(s): Canada : Ontario : Alliston || Canada : Ontario : Angus || Canada : Ontario : Barrie || Canada : Ontario : Collingwood || Canada : Ontario : Innisfil. 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.



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