Professional Wealth Strategist

1 week ago


Ajax, Ontario, Canada Scotiabank Full time

Estimated salary: CAD 80,000 - 120,000 per year.

Company Overview

Scotiabank is a leading bank in the Americas, driven by its purpose of "for every future". We empower our customers, their families, and communities to achieve success through a diverse range of advice, products, and services.

Salary and Benefits

As a Financial Planner at Scotiabank, you will have access to a competitive compensation package that rewards your growth and client relationships. Enjoy a comprehensive benefits program, cutting-edge resources, and a supportive work environment.

Job Description

You will be responsible for developing and deepening client relationships by providing expert financial planning and investment advice within the mass affluent market. Utilize a comprehensive financial planning framework to identify clients' needs and deliver tailored solutions.

  • Conduct in-depth reviews with assigned clients to assess their retirement planning, wealth accumulation, and estate planning goals.
  • Naturally uncover and address client needs, providing trusted financial guidance on investments and retirement planning.
  • Prioritize self-directed performance, discovering clients' needs, listening attentively, and offering customized financial strategies and solutions.
Required Skills and Qualifications

To excel in this role, you should possess:

  • Experience in financial planning and investment sales.
  • A Personal Financial Planning (PFP) designation or Certified Financial Planner (CFP) certification.
  • Mutual Funds Certification and current accreditation for MFDA licensing requirements.
  • Goal-oriented entrepreneurial spirit, with ability to work independently and as part of a team.
  • Knowledge of competitive offerings, market trends, economic conditions, and regulatory environments.
Benefits

This role offers a range of benefits, including:

  • Competitive compensation and benefits package.
  • Access to leading-edge resources and tools.
  • The opportunity to build long-lasting client relationships through exceptional advice and service.
  • A dynamic and inclusive work culture that promotes diversity, respect, and community involvement.

Join Scotiabank's winning team and contribute to making a difference in our communities.



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