Strategic Financial Growth Specialist

4 days ago


Halton Hills, Ontario, Canada Scotiabank Full time

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 Role

You 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.
What We're Looking For

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
About You

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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