Financial Services Professional
2 weeks ago
Requisition ID: 201152
At Scotiabank, we're seeking a skilled Financial Planner to join our team in Moncton or Bathurst. As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
Key responsibilities include conducting in-depth reviews for assigned clients, exhibiting a natural curiosity to uncover and solve for client needs, and demonstrating self-motivation and a goal-oriented mindset when identifying clients' needs to craft personalized financial strategies and solutions.
Requirements:
- Experience in financial planning and investment sales is preferred.
- Successfully completed (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation.
- You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- You're able to work independently as a self-motivated entrepreneur with minimal supervision.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
What's in it for you?
- A competitive compensation and benefits package that rewards growing and maintaining your client base.
- Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
- The ability to build long-lasting client relationships through exceptional advice and service.
- A work culture that promotes diversity, respect, and inclusion.
- An organization committed to making a difference in our communities – for you and your clients.
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