Strategic Wealth Development Advisor
2 weeks ago
At Scotiabank, we're seeking a skilled Financial Planner to join our team in Fredericton, New Brunswick. This role offers a unique opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.
The successful candidate will focus on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
About the RoleWe are looking for a motivated individual with experience in financial planning and investment sales. The ideal candidate will have successfully completed (or be working towards) the Personal Financial Planning (PFP) designation or the Certified Financial Planner (CFP) designation.
- 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, delivering trusted financial advice to clients 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.
What You'll Gain
- A competitive compensation package that rewards growing and maintaining your client base.
- Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
- The ability to build long-lasting client relationships through exceptional advice and service.
- A work culture that promotes diversity, respect, and inclusion.
- An organization committed to making a difference in our communities – for you and your clients.
Salary Estimate
The estimated salary for this role is $60,000 - $80,000 per year, depending on experience.
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