Strategic Financial Consultant

1 month ago


Grand FallsWindsor, Newfoundland and Labrador, Canada Scotiabank Full time

Estimated salary: CAD 80,000 - CAD 120,000 per year.

About Scotiabank:

Scotiabank is a leading bank in the Americas, guided by its purpose: 'for every future.' We help our customers, their families, and communities achieve success through various advice, products, and services.

About the Role:

We are seeking a skilled Financial Planner to join our team in Canada. As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

Key Responsibilities:

  • You will conduct comprehensive financial planning reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
  • Exhibiting a natural curiosity to uncover and solve for client needs, deliver trusted financial advice regarding investments and retirement planning.
  • Demonstrating self-motivation and a goal-oriented mindset when identifying client 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.

Required Skills and Qualifications:

  • Experience in financial planning and investment sales is preferred.
  • Successfully completed (or working towards) the Personal Financial Planning (PFP) designation or Certified Financial Planner (CFP) designation.
  • You're an accredited mutual funds professional in good standing with CIRO licensing requirements.
  • You're able to work independently as a self-motivated entrepreneur with minimal supervision.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

Benefits:

  • A competitive compensation and benefits package that rewards growing and maintaining your client base.
  • Access to leading-edge resources, 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.

Location: Grand Falls-Windsor, Gander



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