Financial Planner - Eglinton & Laird Branch
ScotiabankToronto, ON, CA30+ days ago
Salary
CAD60000 yearlyJob descriptionSuccessfully 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 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
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 :
What’s in it for you?