Strategic Financial Relationship Manager

4 days ago

Oakville, Ontario, Canada Scotiabank Full time

Job Overview

We are seeking a skilled Strategic Financial Relationship Manager to join our team at Scotiabank. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

About the Role

In this role, you 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. You will promote the development and sustainable growth of proprietary investment business in the assigned market area by conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.

Your Key Responsibilities

  • Conduct in-depth reviews for assigned clients, utilizing financial planning skills and tools to support their 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, discovering 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

  • 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.

Requirements

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed the Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation.
  • You're a mutual funds certified professional, with current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You're goal-oriented and entrepreneurial, able to work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

Estimated Salary: $80,000 - $120,000 per year

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