Financial Advisor, Investment & Retirement Planning - Bathurst & Carrville Branch, Richmond Hill, ON

Scotiabank
Richmond Hill, ON
49K $-66.9K $ / an (estimé)
Temps plein

Requisition ID : 201744

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

About the role

As a Financial Advisor, Investment & Retirement Planning 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 :

  • 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

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have :

  • Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
  • A minimum three years experience of financial planning and investment sales experience
  • Demonstrated sales management experience and the ability to market Scotiabank
  • 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 Financial Advisor, Retirement and Investment 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 : Ontario : Richmond Hill Canada : Ontario : Markham Canada : Ontario : North York Canada : Ontario : Thornhill Canada : Ontario : Vaughan

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.

Il y a plus de 30 jours
Emplois reliés
Scotiabank
Richmond Hill, Ontario

As a Financial Advisor, Investment & Retirement Planning 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. Condu...

Scotiabank
Richmond Hill, Ontario

Location(s):  Canada : Ontario : Richmond Hill || Canada : Ontario : Markham || Canada : Ontario : Stouffville || Canada : Ontario : Thornhill || Canada : Ontario : Toronto . A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solu...

Scotiabank
Toronto, Ontario

A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions. Nurturing strong, long-standing relationships. You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. Our Advisors are cu...

0000050007 Royal Bank of Canada
Vaughan, Ontario

Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions- Acquire and consolidate existing and new-to-RBC clients and assets- Connect clients with t...

HMG Careers
Richmond Hill, Ontario
Télétravail

What We Offer: Remote, work from home career Average 1st yr $65-79K / Avg 2nd yr $128K commission + bonuses Life-long residual income through renewals Unionized position with stock options Excellent benefits package: medical, dental, and prescription coverage. Dynamic Team Environment: Our virtual w...

MAC
Richmond Hill, Ontario

As one of our highly skilled make-up artists you will combine your creative and technical expertise and passion for people to provide a welcoming, inspirational and personalized in-store experience which educates and delights our customers. In addition, The Estée Lauder Companies offers a variety of...

0000050007 Royal Bank of Canada
Aurora, Ontario

Using your expertise in everyday banking, credit and investments, you personally fulfil on simple and select complex, personal and business solutions, while providing warm introductions to the right RBC Partner for more complex banking needs. Provide professional advice and education with an ability...

Talent Hire Recruitment
Richmond Hill, Ontario
Télétravail

Unionized position with stock options. Average 1st yr $55-70K / Avg 2nd yr $115K commission + bonuses. Dynamic Team Environment: Our virtual workplace thrives on a vibrant team atmosphere. Effective Communication Skills: your ability to connect with others is crucial. ...

Scotiabank
Markham, Ontario

Location(s): Canada : Ontario : Markham || Canada : Ontario : Richmond Hill || Canada : Ontario : Stouffville || Canada : Ontario : Thornhill || Canada : Ontario : Toronto. A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing soluti...

Forest Hills Financial Group
Melville, NY, CA

We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like yo...