FINANCIAL PLANNING CONSULTANTS

As a Financial Advisor Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the teams 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.
Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers
Be results-driven by taking a proactive approach to discovering our customers needs listening to understand what they are looking for
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
Be highly engaged educating customers providing relevant insights and expert advice
Demonstrate a collaborative approach when dealing with peers customers and partners
Build relationships focusing on providing a great client experience and growing long-standing relationships with existing customers
Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
A minimum three years experience of financial planning and investment sales experience
Ability to cultivate strong relationships with customers peers and partners
A competitive compensation and benefits package tailored for the Financial Advisor Retirement and Investment Planning role
Ability to make a lasting impact on an assigned book of customers
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.