Financial Planner, Branch Network - Main Branch, Moncton, NB

Scotiabank; Moncton; On-site; CAD 60,000 - 90,000; Full time

Job summary

Scotiabank recherche un planificateur financier pour son équipe de vente au détail. Le rôle implique d'établir des relations d'investissement avec des clients assignés tout en atteignant des objectifs de vente. Les candidats idéaux ont une expérience en planification financière, des compétences en gestion des relations clients et des certifications appropriées. Cette opportunité offre un environnement de travail collaboratif, des avantages compétitifs et un soutien à la relocalisation.

Benefits

Salaire compétitif

Conditions de travail favorables de vie

Avantages sociaux

Soutien à la relocalisation

Qualifications

• Expérience en planification financière et vente d'investissements préférée.
• Avoir complété la désignation CIFP CFP ou équivalent reconnu par la banque.
• Certificat de représentant de fonds communs en règle.
• Connaissance des offres concurrentielles et des conditions du marché.

Responsibilities

• Établir et approfondir les relations d'investissement et de banque avec des clients assignés.
• Effectuer des examens approfondis pour les clients assignés, y compris la planification de la retraite et l'accumulation de richesse.
• Fournir des conseils financiers de confiance, y compris la planification de la retraite.
• Construire des relations solides et offrir des conseils d'expert.
• Atteindre des objectifs pour assurer la satisfaction des clients et la croissance des affaires.

Skills

Planification financière

Vente d'investissements

Relation avec les clients

Travail d'équipe

Collaboration

Education

CIFP CFP designation

Certification de représentant de fonds communs

Job description

Requisition ID: 220688

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

About The Role

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.
  
  

Skills

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.
  
  

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.

#financialplanner

Location(s): Canada : New Brunswick : Dieppe