Financial Planning and Advisory Services Specialist
5 days ago
About the Role:
">We are seeking a seasoned Financial Planner to join our team and contribute to our overall success. As a member of our branch sales team, you will be responsible for meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.
">Your primary role will be to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
">Key Responsibilities:
">- ">
- Conduct thorough reviews for assigned customers to identify opportunities for growth and develop customized financial strategies and solutions.">
- Provide trusted financial advice to customers regarding complex investment and retirement planning.">
- Take a proactive approach to understanding customer needs and preferences.">
- Educate customers on relevant financial products and services.">
- Demonstrate a collaborative approach when working with peers, customers, and partners.">
- Build strong relationships with customers, focusing on providing a great client experience and growing long-standing relationships.">
Requirements:
">- ">
- Successful completion of the CIFP Diploma in Financial Planning or equivalent.">
- A minimum of three years of experience in financial planning and investment sales.">
- Demonstrated sales management experience and ability to market Scotiabank.">
- Strong relationship-building skills with customers, peers, and partners.">
What We Offer:
">- ">
- A competitive compensation and benefits package.">
- The opportunity to make a lasting impact on an assigned book of customers.">
- An inclusive culture that values employee contributions.">
- An organization committed to making a difference in our communities.">
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