Senior Investment Advisor
2 days ago
About the Role
We are seeking a highly motivated and experienced Senior Investment Advisor to join our team at Scotiabank. As a key member of our wealth management group, you will play a crucial role in developing and deepening client relationships by providing high-quality investment advice and service.
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 clients' 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.
What We Offer
We offer a competitive compensation package that rewards growing and maintaining your client base. You will have access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
In addition, you will enjoy a work culture that promotes diversity, respect, and inclusion, as well as an organization committed to making a difference in our communities – for you and your clients.
Estimated Salary: $120,000 - $150,000 per year, depending on experience and qualifications.
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