Financial Advisor, Investment
6 months ago
Is this role right for you?
In this role, you will: Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions Be highly engaged, educating customers, providing relevant insights and expert advice Demonstrate a collaborative approach when dealing with peers, customers, and partners Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customersDo you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent) A minimum three years experience of financial planning and investment sales experience Demonstrated sales management experience and the ability to market Scotiabank Ability to cultivate strong relationships with customers, peers and partnersWhat’s in it for you?
A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role Ability to make a lasting impact on an assigned book of customers An inclusive culture where we value and recognize our employees’ contributions An organization committed to making a difference in our communities – for you and your customers-
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