Financial Planning Expert

2 days ago

Winnipeg, Manitoba, Canada Scotiabank Full time

Scotiabank Job Overview

We are a leading bank in the Americas, committed to making a difference in our communities. Our purpose is 'for every future', and we help our customers achieve success through advice, products, and services.

About the Role

This is an exciting opportunity for a Financial Planning Expert to join our team in Winnipeg, Canada. As a key member of our financial planning team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

Key Responsibilities:

  • Conduct comprehensive financial planning reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning.
  • Deliver trusted financial advice to clients regarding their investments and retirement planning.
  • Natural curiosity to uncover and solve for client needs, customized financial strategies and solutions.
  • 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.

What We Offer

A competitive compensation and benefits package that rewards growing and maintaining your client base. Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, and CRM software.

Requirements

To succeed in this role, you will need:

  • 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 with current accreditation and good standing for MFDA licensing requirements.
  • Goal-oriented and entrepreneurial, with the ability to work independently and as part of a larger team.
  • Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

Location

The successful candidate will be based in Winnipeg, Canada.

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