Strategic Financial Consultant
1 month ago
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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