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Investment and Retirement Planning Professional
2 months ago
About the Role
As a Financial Services Specialist at Scotiabank, you will be a key member of our branch sales team, responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals. Your primary role will be to establish and deepen relationships with existing customers, as well as customers referred by branch partners, through effective management of your assigned portfolio.
Key Responsibilities
- Deliver 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
- Build relationships with customers, peers, and partners, focusing on providing a great client experience and growing long-standing relationships
- Demonstrate a collaborative approach when dealing with peers, customers, and partners
Requirements
- Successfully completed (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)
- Minimum three years experience in financial planning and investment sales
- Demonstrated sales management experience and the ability to market Scotiabank
- Ability to cultivate strong relationships with customers, peers, and partners
Language Requirements
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French, as they will serve an English-speaking clientele.