Financial Planning Expert

2 weeks ago


Sarnia, Ontario, Canada Scotiabank Full time

Estimated Salary: $80,000 - $120,000 per year

About the Role

We are seeking a skilled Financial Planning Expert to join our Canadian Banking Branch network. As an essential member of our team, you will provide exceptional service to customers by discovering their needs, educating them on relevant insights and expert advice, building comprehensive plans, nurturing long-standing relationships, and developing, retaining, and growing the branch business.

  • You will have the appetite and drive to build strong customer relationships and the strategic mindset to develop personalized financial strategies including day-to-day banking, investments, and borrowing solutions.
  • Proven ability to meet and exceed sales targets in a fast-paced environment that aligns with a customer's stated goals.
  • A Mutual Funds licence and completed CIFP Diploma are required for this role.

What We're Offering

  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
  • A competitive compensation package, including an estimated salary range of $80,000 - $120,000 per year.
  • An organization committed to making a difference in our communities – for you and our customers.
  • Clear, transparent criteria to progress in your career, enabling faster advancement and internal training to support your growth and development.
  • You'll be supported by leadership through meaningful development conversations and have the opportunity to build deeper relationships and grow your expertise from the same chair.

Our company is Scotiabank, 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. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone.



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