Strategic Financial Relationship Manager

1 week ago


ClarenceRockland, Ontario, Canada Scotiabank Full time
Job Summary

A competitive compensation and benefits package tailored for the role is offered, including a salary range of $80,000 - $120,000 per year.

As a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will be responsible for creating personalized financial strategies and solutions for clients to help them meet their unique goals.

The ideal candidate will have experience in financial planning and investment sales, with a strong understanding of competitive offerings, market trends, economic conditions, and the regulatory environment. Bilingualism in French and English is required, as the successful candidate will serve both English and French-speaking clientele.

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 clients' needs, delivering trusted financial advice regarding their investments and retirement planning.
  • Demonstrate self-motivation and a goal-oriented mindset when identifying clients' needs to craft personalized financial strategies and solutions.
  • Foster strong engagement, educate clients, offer insights, and deliver expert advice.
  • Exercise a collaborative approach when dealing with peers, clients, and partners.
Requirements
  • Experience in financial planning and investment sales is preferred.
  • Successfully completed (or working towards) the IQPF designation within Quebec.
  • You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You're able to work independently as a self-motivated entrepreneur with minimal supervision.
  • Bilingualism in French and English is required.


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