Expert en impôt bilingue français-anglais - Télétravail

intuit; Saint-Isidore; Remote; CAD 50,000 - 60,000; Full time

Job summary

Scotiabank seeks a Financial Advisor, Investment & Retirement (FAIR) to promote growth in a mobile role across Canada. You will develop investment solutions within a financial planning framework and network with clients, COIs, and partners to expand the client base.

You will guide clients on retirement and investment planning, leveraging competitive offerings and local market knowledge to deliver tailored advice and service.

Qualifications

• 3-years of experience in financial planning and investment sales.
• Mutual fund certified professional with CIRO licensing requirements.
• CFP® and/or PFP® designation completed.

Responsibilities

• Execute business development plans for mass affluent prospects and existing clients, identifying opportunities and referrals.
• Provide client-centric investment solutions through a financial planning framework and proactive outreach.
• Conduct needs analyses across financial statements and maintain COIs through local networking.

Skills

Financial planning

Investment sales

Networking

COIs

Entrepreneurial mindset

Client acquisition

Education

CFP designation

PFP designation

Job description

Last updated: 15 days ago Full-time

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:.Business Development: Executing on business development plans for mass affluent pro... Show more

CA$24.22 hourly Remote Full-time

Intuit est une plateforme mondiale de technologie financière qui permet aux personnes et aux communautés que nous servons de prospérer.Avec environ 100 millions de clients dans le monde qui utilise... Show more

Full-time

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

The cities near Tracadie-Sheila, NB that boast the highest number of learning specialist jobs are:

• Ottawa
• Halifax
• St. John's
• Saint John
• Moncton
• Fredericton
• Cornwall
• Charlottetown
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The 10 cities near Tracadie-Sheila, NB that have the most job openings are:

• Ottawa
• Halifax
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• Dartmouth
• St. John's
• Saint John
• Moncton
• Fredericton
• Cornwall
• Charlottetown

The 10 most popular job searches in Tracadie-Sheila, NB are:

• payroll administrator
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• it analyst
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Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

• Business Development: Executing on business development plans for mass affluent prospects and existing clients. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
• Client-centricity: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement: Participating actively in local professional and community events and associations and identifying opportunities to deliver community information sessions and financial seminars to develop and expand your network and develop prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

• 3-years of experience in financial planning and investment sales.
• You’re a mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
• You’re goal-oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
• Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
• A valid driver’s license and access to a vehicle, to meet clients and prospects within the designated district.

What’s in it for you?

• An entrepreneurial culture with the freedom to develop your career.
• A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it’s convenient.
• A compensation structure that rewards growing and maintaining your client base.
• Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading customer relationship management (CRM), portfolio, and financial planning software.
• The ability to build long-lasting client relationships through exceptional advice and service.
• A partnership with our retail branches and access to Scotia Global Asset Management to deliver an excellent client experience.
• A work culture that promotes diversity, respect, and inclusion.

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

Another stream to our financial planning advice lays within the Canadian Retail Banking Division. This role is called Financial Advisor, Investment & Retirement (FAIR). If you are interested in learning more about this role, please review the “Financial Advisor, Investment & Retirement, Branch Network” posting.