Strategic Wealth Management Advisor

5 days ago


Vernon, Canada Scotiabank Full time

At Scotiabank, we're looking for a skilled Strategic Wealth Management Advisor to join our team. If you have a passion for delivering exceptional advice and service, we want to hear from you.

This role offers a unique opportunity to build long-lasting client relationships by providing high-quality financial planning and investment advice. As a Strategic Wealth Management Advisor, you'll work closely with clients to understand their goals and objectives, and develop customized strategies to help them achieve success.

Key Responsibilities:
  • Conduct comprehensive financial needs analysis for assigned clients
  • Develop and implement tailored financial plans to meet clients' goals and objectives
  • Provide ongoing monitoring and review of clients' investments to ensure they remain aligned with their goals
  • Promote the development and sustainable growth of proprietary investment business in the assigned market area
Requirements:
  • Experience in financial planning and investment sales is preferred
  • Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation
  • You're a mutual funds certified professional with current accreditation and good standing for MFDA licensing requirements
  • You're goal-oriented and entrepreneurial with excellent communication and interpersonal skills

We offer a competitive compensation and benefits package that rewards growing and maintaining your client base. You'll also have access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.

The estimated salary for this role is $70,000 - $100,000 per year, depending on experience and qualifications.



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