Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
About the role
As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting / exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.
Your primary role is to establish / deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
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 customers
Do 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 partners
What’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