Financial Planning and Advisory Services Specialist

5 days ago


Markham, Ontario, Canada Scotiabank Full time

About the Role:

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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.

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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.

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Key Responsibilities:

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  • 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.">
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Requirements:

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  • 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.">
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What We Offer:

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  • 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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