Strategic Financial Advisor

5 days ago

Miramichi, Canada Scotiabank Full time

Requisition ID: 204800

At Scotiabank, we're committed to results in an inclusive and high-performing culture.

As a Financial Planner, you will develop and deepen client relationships by providing high-quality advice and service within the mass affluent market. Your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.

Following a comprehensive financial planning framework, 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 utilizing financial planning skills and tools to support our clients' financial goals.
  • Exhibiting a natural curiosity to uncover and solve for clients' needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
  • Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
  • Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
  • Exercising a collaborative approach when dealing with peers, clients, and partners.
  • Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.

We're looking for someone with experience in financial planning and investment sales, preferably with the Personal Financial Planning (PFP) designation or Certified Financial Planner (CFP) designation. You should be knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

We offer a competitive compensation and benefits package, access to leading-edge resources, and the ability to build long-lasting client relationships through exceptional advice and service. Our work culture promotes diversity, respect, and inclusion, and we're committed to making a difference in our communities.

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