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Financial Advisor Specialist

2 months ago

Drummondville, Quebec, Canada Scotiabank Full time

About the Role

As a Financial Planner at Scotiabank, you will be focused on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

You will work closely with clients to understand their unique financial goals and provide personalized investment and financial planning strategies to help them achieve success. This role requires excellent communication and interpersonal skills, as well as the ability to build strong relationships with clients and colleagues.

Key Responsibilities

  • Develop and implement comprehensive financial plans for clients, including investment and retirement planning.
  • Analyze client data and provide recommendations on investment products and services.
  • Work collaboratively with other teams to ensure seamless delivery of banking services to clients.
  • Stay up-to-date on industry trends and regulatory changes that may impact clients' financial situations.
  • Identify opportunities to grow existing client relationships and develop new business.

Requirements

  • Bachelor's degree in a related field, such as finance or accounting.
  • Proven experience in financial planning and sales, preferably in a bank or financial institution.
  • Strong knowledge of investment products and services, as well as regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to analyze complex data and make informed recommendations.

What We Offer

  • A competitive salary range of $60,000 - $80,000 per year, based on experience.
  • A comprehensive benefits package, including medical, dental, and vision coverage.
  • Ongoing training and professional development opportunities.
  • The chance to work with a leading bank in the Americas, with a reputation for excellence and innovation.

About Us

Scotiabank is a leading bank in the Americas, committed to making a positive impact on our customers' lives and communities. We value diversity and inclusion, and are dedicated to creating a workplace culture that reflects these values.