Financial Planning Specialist

4 weeks ago

Vaughan, Ontario, Canada Scotiabank Full time

About the Role:

As a Financial Planner at Scotiabank, you will be a key member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.

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 as well as delivering trusted financial advice to customers regarding complex investment and retirement planning.
  • Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for.
  • Demonstrate a collaborative approach when dealing with peers, customers, and partners.
  • 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 of 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 We Offer:

  • 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.

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