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Financial Services Professional

1 week ago

Fredericton, New Brunswick, Canada Scotiabank Full time

Job Summary

We're seeking a highly skilled Financial Planner to join our team at Scotiabank. 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.

The ideal candidate will have experience in financial planning and investment sales, with a strong understanding of competitive offerings, market trends, economic conditions, and regulatory environments.

Main Responsibilities:

  • Conduct comprehensive financial reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
  • Deliver trusted financial advice to clients regarding their investments and retirement planning.
  • Exhibit self-motivation and a goal-oriented mindset when identifying client needs and crafting personalized financial strategies.
  • Foster strong engagement, educate clients, offer insights, and deliver expert advice.
  • Collaborate with peers, clients, and partners to build long-lasting client relationships.

Requirements:

  • Experience in financial planning and investment sales is preferred.
  • Successful completion of (or working towards) the Personal Financial Planning (PFP) designation or Certified Financial Planner (CFP) designation.
  • Accredited mutual funds professional in good standing with CIRO licensing requirements.
  • Ability to work independently as a self-motivated entrepreneur with minimal supervision.

Benefits and Culture:

  • 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, and 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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