Financial Services Professional

4 weeks ago


Markham, Ontario, Canada Scotiabank Full time

Requisition ID: 208696

At Scotiabank, we are seeking a Financial Services Professional to join our team. As a Financial Advisor, Investment & Retirement Planning, you will be a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.

About the Role

You will establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners. Your primary role is to deliver trusted financial advice to customers regarding complex investment and retirement planning.

Key Responsibilities

  • Be passionate about financial sales and deliver trusted financial advice to customers
  • Be results-driven by taking a proactive approach to discovering our customers' needs, listening to understand what they are looking for
  • Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning
  • Be highly engaged, educating 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

Requirements

  • 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

What's in it for you?

  • A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning 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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