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Financial Planning Specialist

1 month ago

Alliston, Ontario, Canada Scotiabank Full time

Requisition ID: 209343

At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, Investment & Retirement Planning, you'll play a key role in contributing to the team's success by meeting/exceeding negotiated deposit and investment sales goals.

About the Role

You'll be responsible for establishing/deepening investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners. Your primary role is to provide trusted financial advice to customers regarding complex investment and retirement planning.

Key Responsibilities

  • Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions
  • Be passionate about financial sales and deliver expert advice to customers
  • Take a proactive approach to discovering our customers' needs and listening to understand what they are looking for
  • Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers

Requirements

  • Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
  • A minimum three years experience of financial planning and investment sales experience
  • Demonstrated sales management experience and the ability to market Scotiabank
  • Ability to cultivate strong relationships with customers, peers and partners

What's in it for you?

  • A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role
  • Ability to make a lasting impact on an assigned book of customers
  • An inclusive culture where we value and recognize our employees' contributions
  • An organization committed to making a difference in our communities – for you and your customers