Strategic Wealth Management Advisor

2 weeks ago


Edmundston, New Brunswick, Canada Scotiabank Full time

Company Overview

Scotiabank is a leading bank in the Americas, guided by its purpose: 'for every future.' It helps customers achieve success through a range of advice, products, and services.

Job Description

We're seeking a Strategic Wealth Management Advisor to join our team. This role will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

You'll work with clients to understand their unique goals and provide tailored financial planning and investment advice to help them meet those objectives.

In this role, you'll be responsible for:

  • Conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
  • Delivering trusted financial advice to clients regarding their investments and retirement planning.
  • Crafting personalized financial strategies and solutions to meet clients' needs.
  • Fostering strong engagement and educating clients about their financial options.
  • Collaborating with peers, clients, and partners to deliver exceptional results.

Expected Salary Range: $60,000 - $80,000 per year.

Required Skills and Qualifications

To succeed in this role, you'll need:

  • Experience in financial planning and investment sales.
  • A recognized professional designation, such as PFP or CFP.
  • Knowledge of competitive offerings, market trends, economic conditions, and regulatory environments.
  • The ability to work independently as a self-motivated entrepreneur.

Benefits

We offer a competitive compensation package, access to leading-edge resources, and opportunities for growth and development.

At Scotiabank, we value diversity, respect, and inclusion. We're committed to creating an inclusive and accessible environment for everyone.



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