Financial Planner - Cochrane, Alberta Branch (225325)

Scotiabank Global Site; Town of Cochrane; On-site; CAD 70,000 - 100,000; Full time

Job summary

Join a leading bank as a Financial Planner focused on developing client relationships and providing high-quality investment advice. This role emphasizes a comprehensive financial planning framework, investment sales, and client acquisition, offering a competitive compensation package in an inclusive culture.

Benefits

Competitive compensation and benefits package

Impactful role on customer relationships

Inclusive culture

Community involvement

Qualifications

• Experience in financial planning and investment sales preferred.
• Able to communicate in English & French.
• Self-motivated with minimal supervision.

Responsibilities

• Develop client relationships by providing investment and financial planning advice.
• Conduct in-depth reviews for assigned clients including retirement and estate planning.
• Build and maintain long-standing relationships with clients.

Skills

Financial planning

Investment sales

Client relationship management

Education

CIFP designation

CIRO licensing requirements

Job description

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

About the role

As a Financial Planner you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly you realize that your clients are your greatest asset and your priority is providing investment and financial planning advice to help them meet their unique goals.

Following a comprehensive financial planning framework you will be focused on investment sales and new client acquisition as well as establishing business development opportunities with prospects and clients within the assigned market area.

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 clients 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.
• Exercising a collaborative approach when dealing with peers clients and partners.
• Building relationships focusing on providing a great client experience and growing long-standing relationships with existing clients.

Do you have the skills that will enable you to succeed in this role Wed love to work with you if you have :

• Experience in financial planning and investment sales is preferred.
• Successfully completed (or working towards) the CIFPdesignation.
• Youre an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
• Youre able to work independently as a self-motivated entrepreneur with minimal supervision.
• Knowledgeable of competitive offerings market trends economic conditions and the regulatory environment.
• Bilingualism in French and to a language needs assessment conducted by Scotiabank the successful candidate will be required to be able to communicate in English & French because they will serve English and French speaking clientele.

Whats in it for you

• A competitive compensation and benefits package tailored for therole
• 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.

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. If you require technical assistance please click here. 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.

Key Skills

Employment Type : Full Time

Experience : years

Vacancy : 1

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