Financial Planner Heritage, Calgary, AB
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Job Location:
Monthly Salary:
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
Requisition ID: 241383
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 teams 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 Wed 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
Whats 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 : Alberta : Calgary
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.
Key Skills
- Estate Law
- Trusts
- Wealth Management
- Financial Services
- Financial Concepts
- Microsoft Outlook
- Microsoft Powerpoint
- Securities Law
- Financial Analysis
- Budgeting
- Financial Planning
- Wills
About Company
Scotiabank is one of the leading foreign banks serving large national and multinational corporations in the U.S. through its Global Banking and Markets, Global Transaction Banking and Wealth Management business lines.
