Strategic Financial Advisor
3 days ago
At Scotiabank, we are committed to delivering exceptional advice and service to our clients. As a Strategic Financial Advisor, you will play a key role in this effort by developing and deepening client relationships within the mass affluent market.
Your primary focus will be on providing high-quality investment and financial planning advice to help clients meet their unique goals. You will work closely with your team to establish business development opportunities with prospects and clients within the assigned market area.
- You will conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing your financial planning skills and tools to support our clients' financial goals.
- Natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
- You're self-directed, performance-oriented in your approach in discovering our 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.
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
- 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. You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course).
- You're goal-oriented and entrepreneurial. You can 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.
A competitive salary range for this position is $80,000 - $120,000 per year, depending on experience. At Scotiabank, we offer a comprehensive benefits package, access to leading-edge resources, and a work culture that promotes diversity, respect, and inclusion.
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