Financial Planning Specialist

3 days ago

Toronto, Ontario, Canada Scotiabank Full time
Financial Planning Role Overview

As a Financial Planner at Scotiabank, you will be responsible for delivering trusted financial advice to customers regarding complex investment and retirement planning.

Key Responsibilities:

* Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning
* Create customized financial strategies and solutions using financial planning skills
* Educate customers, provide relevant insights, and expert advice
* Build relationships with customers, peers, and partners

Requirements:

* Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
* Minimum three years experience of financial planning and investment sales experience
* Demonstrated sales management experience and ability to market Scotiabank
* Ability to cultivate strong relationships with customers, peers, and partners

What We Offer:

* Competitive compensation and benefits package
* Ability to make a lasting impact on an assigned book of customers
* Inclusive culture where we value and recognize our employees' contributions
* Organization committed to making a difference in our communities

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