Financial Planner - Churchill Park (1 Year Contract)

Scotiabank; San Juan de Terranova; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a passionate Financial Planner to join their team. This role involves delivering trusted financial advice, conducting comprehensive reviews, and building strong relationships with clients. You will be part of a culture that values inclusivity and recognizes contributions, while making a significant impact on your assigned customers. If you thrive in a results-driven environment and have a knack for financial sales, this opportunity is perfect for you. Join a team that is committed to making a difference in the community and shaping the financial futures of customers.

Benefits

Competitive compensation package

Benefits tailored for Financial Advisors

Inclusive culture

Community impact initiatives

Qualifications

• 3+ years of financial planning and investment sales experience.
• Strong relationship-building skills with customers and peers.

Responsibilities

• Establish and deepen investment and banking relationships with customers.
• Conduct comprehensive reviews including retirement and estate planning.

Skills

Financial Sales

Investment Planning

Customer Relationship Management

Sales Management

Education

CIFP Diploma in Financial Planning

Job description

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

Title: Financial Planner - Churchill Park (1 year contract)

Requisition ID: 211846

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:

1. Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning.
2. Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for.
3. 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.
4. Be highly engaged, educating customers, providing relevant insights and expert advice.
5. Demonstrate a collaborative approach when dealing with peers, customers, and partners.
6. 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:

1. Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
2. A minimum three years experience of financial planning and investment sales experience.
3. Demonstrated sales management experience and the ability to market Scotiabank.
4. Ability to cultivate strong relationships with customers, peers and partners.

What’s in it for you?

1. A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role.
2. Ability to make a lasting impact on an assigned book of customers.
3. An inclusive culture where we value and recognize our employees’ contributions.
4. An organization committed to making a difference in our communities – for you and your customers.

Location(s): Canada : Newfoundland and Labrador : St John's

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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.