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Investment and Retirement Advisor

1 week ago

London, Ontario, Canada Scotiabank Full time

**Role Summary:**

We are seeking a highly motivated Financial Advisor, Investment & Retirement Planning to join our team. As a key member of the branch sales team, you will contribute to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals.

Key Responsibilities:

  • Manage your assigned portfolio of customers effectively, establishing/deepening investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
  • 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, and demonstrate a collaborative approach when dealing with peers, customers, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers.

Requirements:

  • You have successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • You have a minimum of three years' experience in financial planning and investment sales.
  • You have demonstrated sales management experience and the ability to market Scotiabank.
  • You can cultivate strong relationships with customers, peers, and partners.

What We Offer:

  • A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role.
  • The ability to make a lasting impact on an assigned book of customers.
  • An inclusive culture where we value and recognize employees' contributions.
  • An organization committed to making a difference in our communities – for you and your customers.