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Strategic Financial Advisor

1 month ago

Kelowna, British Columbia, Canada Scotiabank Full time

Requisition ID: 201092

At Scotiabank, we're committed to delivering exceptional financial services to our clients. As a Financial Planner, you'll play a key role in helping us achieve this goal.

As a Financial Planner, you'll be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.

Using a comprehensive financial planning framework, you'll be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. Your key responsibilities will include:

  • Conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support our clients' financial goals.
  • Natural curiosity to uncover and solve for client needs, delivering trusted financial advice to clients regarding their investments and retirement planning.
  • You'll be self-directed, performance-oriented in your approach, discovering our clients' needs, listening to understand what they're looking for, customized financial strategies, and solutions.
  • Be highly engaged, educate clients, provide relevant insights, and expert advice.
  • Demonstrate a collaborative approach when dealing with peers, clients, and partners.
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.

We're looking for someone with experience in financial planning and investment sales, preferably with a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation. You should also be knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

As a Financial Planner at Scotiabank, you'll enjoy a competitive compensation and benefits package that rewards growing and maintaining your client base. You'll also have access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software. Our work culture promotes diversity, respect, and inclusion, and we're committed to making a difference in our communities – for you and your clients.