Financial Advisor, Investment & Retirement Planning - Truro Branch
Sign up free to see how well your resume matches this role.
What you'll do
- 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 client’s 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.
- Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
- Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
- Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.
What they're looking for
- Successfully completed the CIFP/CFP designation or bank recognized equivalent.
- Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
- Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
Nice to have
- Experience in financial planning and investment sales is preferred.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Requisition ID: 270198
Join our team! 🌟
Would you like to complete your internship with an organization that has been in the market for more than 35 years, dedicated to improving our customers’ financial well-being through comprehensive and innovative solutions? 🏛
About the role
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.
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 client’s 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.
- Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
- Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
- Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:
- Experience in financial planning and investment sales is preferred.
- Successfully completed the CIFP/CFP designation or bank recognized equivalent.
- Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
- Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
- Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
What’s in it for you?
- Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
- An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
- A supportive work environment that promotes work-life balance.
- Benefit from relocation support (upon approval) and enjoy competitive incentives designed to set you up for success in this role.
Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.
#financialplanner
Location(s): Canada : Nova Scotia : Halifax
Why choose us? 👀👀
💻 We are an international, modern, and digital bank.
⏱ Work-life balance matters to us — we are the first bank in Chile to reduce the workweek to 39 hours!
📚 Continuous learning and development — participate in projects, conferences, and events that help you build new skills and gain relevant knowledge.
🌈 We are diverse and inclusive.
At Scotiabank, inclusion is part of the way we do business 💜. his opportunity is open in accordance with Law 21.015. If you require any reasonable accommodation to participate in the recruitment process, please let us know 🤝.
Don’t hesitate to apply — join us on this journey and become our next Scotiaintern! 🚀.
Company
Company facts come from this company's own listings. We only show what the postings themselves carry.