Wealth & Financial Planning Advisor

Scotiabank Global Site; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading banking institution in Ottawa seeks a Financial Advisor to join their team. This role involves building strong customer relationships, providing expert advice, and helping clients achieve their financial goals. The ideal candidate will have a Mutual Funds license, strong sales experience, and a commitment to delivering excellent service. The organization offers competitive compensation, opportunities for career advancement, and a supportive work environment focused on inclusion and personal growth.

Benefits

Competitive compensation and benefits package

Opportunities for career progression

Inclusive work environment

Support for personal growth and learning

Qualifications

• Ability to build strong customer relationships and deliver excellent customer service.
• Proven ability to meet and exceed sales targets in a fast-paced environment.
• Skills to uncover and solve for customers' needs.

Responsibilities

• Proactively discovering customer needs and providing relevant insights.
• Building comprehensive plans to help customers achieve their goals.
• Developing and growing the branch business by achieving sales goals.

Skills

Business Development

Sales Experience

Trusts

Wealth Management

Financial Planning

Customer relationship management

Investment Experience

Estate Law

Securities Law

Military Experience

Education

Mutual Funds licence

CIFP Diploma (working towards)

Job description

A leading banking institution in Ottawa seeks a Financial Advisor to join their team. This role involves building strong customer relationships, providing expert advice, and helping clients achieve their financial goals. The ideal candidate will have a Mutual Funds license, strong sales experience, and a commitment to delivering excellent service. The organization offers competitive compensation, opportunities for career advancement, and a supportive work environment focused on inclusion and personal growth.