Strategic Financial Growth Specialist
4 days ago
As a highly skilled Financial Advisor, Investment & Retirement Planning, you will be responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.
About the RoleYou will establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
- You will be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning.
- You will take a proactive approach to discovering our customers' needs, listening to understand what they are looking for.
- You will 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.
- You will educate customers, providing relevant insights and expert advice.
- You will demonstrate a collaborative approach when dealing with peers, customers, and partners.
We're seeking an experienced professional who has:
- Succesfully 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
- The ability to cultivate strong relationships with customers, peers and partners
You will have the opportunity to make a lasting impact on an assigned book of customers and enjoy a competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role.
Our inclusive culture values and recognizes employees' contributions, and we are committed to making a difference in our communities. As a leading bank in the Americas, Scotiabank is guided by its purpose: 'for every future', helping customers achieve success through various advice, products, and services.
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