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Financial Services Professional
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Financial Services Professional
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Charlottetown, Prince Edward Island, Canada Scotiabank Full timeAbout the RoleAs a Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing exceptional customer service, building strong relationships, and delivering tailored financial solutions to meet their needs.Key ResponsibilitiesDevelop and maintain a deep understanding of...
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Financial Services Professional
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Charlottetown, Prince Edward Island, Canada Scotiabank Full timeAbout the RoleAs a Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing exceptional customer service, building strong relationships, and delivering tailored financial solutions to meet their needs.Key ResponsibilitiesDevelop and maintain a deep understanding of...
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Financial Services Professional
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Financial Services Professional
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Charlottetown, Prince Edward Island, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Scotiabank. As a Financial Advisor, you will play a key role in providing exceptional service to our customers, helping them achieve their financial goals and build strong relationships with our branch network.Key ResponsibilitiesDevelop and maintain...
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Financial Planning Professional
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Virtual Financial Services Representative
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Financial Services Professional
2 months ago
We are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
Key Responsibilities- Conduct comprehensive financial planning reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
- Exhibit a natural curiosity to uncover and solve for client needs, delivering trusted financial advice to clients regarding their investments and retirement planning.
- Demonstrate self-motivation and a goal-oriented mindset when identifying client needs to craft personalized financial strategies and solutions.
- Foster strong engagement, educate clients, offer insights, and deliver expert advice.
- Exercise 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.
- Experience in financial planning and investment sales is preferred.
- Successfully completed (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation.
- Accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- Ability to work independently as a self-motivated entrepreneur with minimal supervision.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
- 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, 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.
