Financial Planner

3 weeks ago

London, Ontario, Canada Scotiabank Full time

Requisition ID: 206397

At Scotiabank, we're committed to delivering exceptional financial services to our customers. As a Financial Advisor, Investment & Retirement Planning, you'll play a key role in helping us achieve this goal.

About the Role

This is a challenging and rewarding role that requires a strong understanding of financial planning and investment sales. You'll be responsible for managing a portfolio of customers, providing trusted financial advice, and helping them achieve their financial goals.

Key Responsibilities:

  • Conduct comprehensive reviews of assigned customers, including retirement planning, wealth accumulation, and estate planning.
  • Develop customized financial strategies and solutions to meet the needs of our customers.
  • Build strong relationships with customers, peers, and partners to drive business growth.
  • Stay up-to-date with industry trends and developments to provide expert advice to our customers.

Requirements:

  • Successful completion of the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
  • A minimum of three years of experience in financial planning and investment sales.
  • Demonstrated sales management experience and the ability to market Scotiabank.
  • Strong communication and interpersonal skills.

What We Offer:

  • A competitive compensation and benefits package.
  • The opportunity to make a lasting impact on our customers' financial lives.
  • A collaborative and inclusive work environment.
  • The chance to work with a leading bank in the Americas.

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