Financial Advisor

7 days ago

Toronto, Ontario, Canada Scotiabank Full time

**Company Overview**

Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families and their communities achieve success through a broad range of advice, products and services.

Job Summary

We are seeking a Financial Advisor to join our team. As a Financial Advisor, you will be responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals.

Key Responsibilities

  • Establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
  • 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.
  • Provide trusted financial advice to customers regarding complex investment and retirement planning.
  • Educate customers, providing relevant insights and expert advice.
  • 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.

Required Skills and Qualifications

  • 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.

Benefits

  • A competitive compensation and benefits package tailored for the Financial Advisor 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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