Financial Planner - Colby Village Shopping Centre Branch

Scotiabank • Cole Harbour, Nova Scotia, Canada • 3h ago

About the role

Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals.
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.
Exercising a collaborative approach when dealing with peers, clients, and partners.
Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Experience in financial planning and investment sales is preferred.
Successfully completed (or working towards) the CIFP designation.
You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
You're able to work independently as a self-motivated entrepreneur with minimal supervision.
Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.
Bilingualism in French and English. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English \& French because they will serve English and French speaking clientele.

What's in it for you?

A competitive compensation and benefits package tailored for the 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.

Scotiabank

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