Financial Advisor, Investment & Retirement Planning

Scotiabank; Hamilton; Presencial; CAD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation

Inclusive culture

Work-life balance

Relocation support

Descripción de la vacante

Scotiabank is seeking a Financial Planner in our retail branch network (Internally known as FAIR) to help clients meet their investment and retirement goals. You will manage an assigned book of clients, deepen relationships, and contribute to deposit and investment sales targets using personalized financial planning strategies.

You will evaluate retirement planning, wealth accumulation, and estate planning, deliver financial advice, and work with branch partners to provide a trusted client

Formación

• Experience in financial planning and investment sales preferred.
• CIFP/CFP designation or bank recognized equivalent required/preferred.
• Mutual Funds Representative license required/with licensing completion.
• Thrives in a collaborative, results-driven team culture.
• Knowledge of market trends and regulatory environment.

Responsabilidades

• Conduct in-depth reviews for clients including retirement planning and wealth accumulation.
• Provide trusted financial advice on investments and retirement planning.
• Build and deepen client relationships and manage an assigned portfolio.
• Meet or exceed deposit and investment sales goals through effective planning.
• Leverage technology tools to enhance client interactions and planning processes.
• Collaborate with branch partners to ensure a great client experience and growth.

Conocimientos

Financial planning

Investment sales

Client relationship management

Team collaboration

Educación

CIFP/CFP designation or bank recognized equivalent

Mutual Funds Representative license

Descripción del empleo

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Requisition ID: 277670

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

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

• Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
• Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
• Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
• Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
• Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
• Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
• Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

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

• Experience in financial planning and investment sales is preferred.
• Successfully completed the CIFP/CFP designation or bank recognized equivalent.
• Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
• Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What’s in it for you?

• Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
• An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
• A supportive work environment that promotes work-life balance.
• Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.

Location(s): Canada : Ontario : Ancaster

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.