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Professional Financial Consultant
2 months ago
Scotiabank: A Leader in Financial Services
We are seeking a highly skilled and motivated Financial Planner to join our team in Vancouver, British Columbia. As a key member of our branch sales team, you will play a crucial role in driving the overall success of our business by exceeding negotiated deposit and investment sales goals.
About the Role:
- You will be responsible for establishing and deepening investment and primary banking relationships with existing customers, as well as those referred by branch partners.
- Our ideal candidate will be passionate about financial sales and delivering trusted advice to customers regarding complex investment and retirement planning.
- You will conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning, utilizing your financial planning skills to create customized strategies and solutions.
- Your ability to build strong relationships with customers, peers, and partners will be essential in providing a great client experience and growing long-standing relationships.
What We Offer:
- A competitive compensation package, estimated at $80,000 - $120,000 per year, based on your level of experience and qualifications.
- The opportunity to make a lasting impact on an assigned book of customers and contribute to the growth and success of our business.
- An inclusive culture that values and recognizes employee contributions, with opportunities for professional development and advancement.
- Access to industry-leading resources and tools, enabling you to deliver exceptional results and exceed customer expectations.
Requirements:
- You must have successfully completed the CIFP Diploma in Financial Planning or a recognized equivalent.
- A minimum three years of experience in financial planning and investment sales is required.
- Demonstrated sales management experience and the ability to market Scotiabank's products and services are essential.
- You should possess excellent communication and interpersonal skills, with the ability to build strong relationships with customers, peers, and partners.
About Scotiabank:
- We are a leading bank in the Americas, guided by our purpose: 'for every future.'
- We help our customers, their families, and communities achieve success through a range of advice, products, and services.
- Our organization is committed to making a positive impact in our communities, and we value the unique skills and experiences each individual brings to the Bank.
