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Corporate meeting planner • toronto on
Financial Planner, Branch Network - Brampton Main
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Financial Planner, Branch Network - Brampton Main
ScotiabankToronto, ON, CA- Full-time
Financial Planner, Branch Network - Brampton Main
Requisition ID : 240331
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
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.
Responsibilities
- Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools
- 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
Qualifications
What’s in it for you?
Location(s) : Canada : Ontario : Brampton || Canada : Ontario : Toronto
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.
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, please let our Recruitment team know.
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.
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