Strategic Wealth Manager
2 weeks ago
Job Overview:
As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
The ideal candidate will have experience in financial planning and investment sales, with a strong understanding of competitive offerings, market trends, economic conditions, and the regulatory environment.
Key Responsibilities:
- Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation, and estate planning utilizing financial planning skills and tools to support our clients' financial goals.
- Natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- You're self-directed, performance-oriented in your approach in discovering our clients needs, listening to understand what they are looking for, customized financial strategies and solutions.
- Be highly engaged, educate clients, provide relevant insights and expert advice.
- Demonstrate a collaborative approach when dealing with peers, clients, and partners.
- 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 the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
- You're a mutual funds certified professional. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- You're goal-oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
What We Offer:
- A competitive compensation and benefits package that rewards growing and maintaining your client base.
- Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
- The ability to build long-lasting client relationships through exceptional advice and service.
- A work culture that promotes diversity, respect, and inclusion.
- An organization committed to making a difference in our communities – for you and your clients.
Estimated salary range: $80,000 - $120,000 per year, depending on location and experience.
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