Strategic Wealth Advisor for Mass Affluent Market
3 weeks ago
We are seeking a skilled Financial Planner to join our team in Ottawa, Canada.
About the RoleThis is a fantastic opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.
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.
Responsibilities- Conduct comprehensive financial planning reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
- Demonstrate a natural curiosity to uncover and solve client needs, deliver trusted financial advice regarding their investments and retirement planning.
- BUILD strong relationships, focusing on providing an exceptional client experience and growing long-standing relationships with existing clients.
To succeed in this role, you will need:
- Experience in financial planning and investment sales.
- Successfully completed (or working towards) the Personal Financial Planning (PFP) designation or Certified Financial Planner (CFP) designation.
- Accredited mutual funds professional in good standing with CIRO licensing requirements.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
- Access to leading-edge resources to support growth, including dedicated marketing support, mobile technology, CRM, portfolio, and financial planning software.
As a Strategic Wealth Advisor at Scotiabank, you can expect:
- A salary range of $80,000 - $120,000 per year, based on experience.
- A dynamic work culture that promotes diversity, respect, and inclusion.
- An organization committed to making a difference in our communities – for you and your clients.
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