Senior Wealth Advisor

4 weeks ago


Montreal, Quebec, Canada Scotiabank Full time

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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