Senior Wealth Advisor
4 weeks ago
Company Overview
At Scotiabank, we are committed to results in an inclusive and high-performing culture.
Role Summary
We are seeking a Senior Wealth Advisor to join our team at the Decarie and Ferrier Branch. As a Senior Wealth Advisor, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.
About the Role
This is a challenging and rewarding role that requires a strong understanding of financial planning principles and investment sales. You will be responsible for conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning. You will also be expected to exhibit a natural curiosity to uncover and solve for client needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Your Key Responsibilities
- Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning
- Exhibit a natural curiosity to uncover and solve for client needs
- Deliver trusted financial advice to clients regarding their investments and retirement planning
- Foster strong engagement with clients and provide personalized financial strategies and solutions
- Build relationships with existing clients and grow long-standing relationships
Requirements
To be successful in this role, you will need:
- Experience in financial planning and investment sales
- SUCCESSFULLY COMPLETED (OR WORKING TOWARDS) THE IQPF DESIGNATION WITHIN QUEBEC
- ACCREDITED MUTUAL FUNDS PROFESSIONAL IN GOOD STANDING WITH CIRO LICENSING REQUIREMENTS
- ABILITY TO WORK INDEPENDENTLY AS A SELF-MOTIVATED ENTREPRENEUR WITH MINIMAL SUPERVISION
- BILINGUALISM IN FRENCH AND ENGLISH
What We Offer
A competitive compensation package tailored to the role, which includes a salary of $80,000-$110,000 per year, depending on experience, plus benefits and opportunities for advancement. Additionally, you will have the opportunity to make a lasting impact on an assigned book of customers and work in an inclusive culture where your contributions are valued and recognized.
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