Financial Planner - Scarborough, ON (Scarborough Town Centre Branch)

Financial Planner - Scarborough, ON (Scarborough Town Centre Branch)

Requisition ID : 216578

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.

Responsibilities

• Be passionate about financial sales and delivering trusted financial advice to customers regarding complex investment and retirement planning.
• 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.

Skills

Benefits

Location(s) : Canada : Ontario : Scarborough

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.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales; Banking industry

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