Financial Planner - Squamish, BC

Scotiabank; Squamish; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a passionate Investment & Personal Banking Specialist to join their dynamic team. This role is pivotal in delivering trusted financial advice and building strong relationships with clients. You will engage with customers to understand their needs and provide tailored financial strategies, contributing to their investment and retirement planning. The organization values inclusivity and recognizes employee contributions, offering a competitive compensation package and the opportunity to make a significant impact in the community. If you are driven by results and enjoy helping others achieve their financial goals, this is the perfect opportunity for you.

Benefits

Competitive compensation package

Inclusive culture

Community engagement opportunities

Qualifications

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

Responsibilities

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

Skills

Financial Sales

Customer Relationship Management

Financial Planning

Investment Sales

Sales Management

Education

CIFP Diploma in Financial Planning

Job description

Requisition ID: #

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

About the role

As an Investment & Personal Banking Specialist, Investment & Retirement Planning Trainee 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 of three years experience in financial planning and investment sales.
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?

- A competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist, Investment & Retirement Planning role.
- 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.

Location(s):

Canada : British Columbia : Squamish || Canada : British Columbia : West Vancouver || Canada : British Columbia : Whistler

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 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.