Strategic Financial Growth Advisor

2 weeks ago


Ottawa, Ontario, Canada Scotiabank Full time

We are seeking a Strategic Financial Growth Advisor to join our team at Scotiabank in Ottawa, Canada.

The successful candidate will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. A key aspect of this role is providing investment and financial planning advice to help clients meet their unique goals.

As a Strategic Financial Growth Advisor, you will focus on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. Your priority will be to promote the development and sustainable growth of proprietary investment business in the assigned market area.

Main Responsibilities:

  1. Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support clients' financial goals.
  2. Exhibit a natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  3. Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.

Requirements:

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed (or working towards) the Personal Financial Planning (PFP) designation or Certified Financial Planner (CFP) designation.
  • You're an accredited mutual funds professional in good standing with CIRO licensing requirements.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
  • Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
  • A work culture that promotes diversity, respect, and inclusion.
  • An organization committed to making a difference in our communities – for you and your clients.

About the Role:

This role offers a competitive salary range of $60,000 - $80,000 per year, based on experience, plus benefits and bonuses. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.



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