Scotiabank is seeking a Financial Advisor, Investment & Retirement Planning (FAIR) to join our branch sales team. In this role, you will contribute to the team's success by meeting or exceeding sales goals through effective management of an assigned client portfolio. Your primary focus will be establishing and deepening investment and primary banking relationships with existing clients and referrals.
What You'll Do
- Promote the development and sustainable growth of proprietary investment business in your assigned market area.
- Conduct in-depth reviews for assigned clients, utilizing financial planning tools for retirement planning, wealth accumulation, and estate planning.
- Exhibit natural curiosity to uncover and solve for client needs, delivering trusted financial advice on investments and retirement.
- Demonstrate self-motivation and a goal-oriented mindset to identify needs and craft personalized financial strategies.
- Foster strong engagement by educating clients, offering insights, and delivering expert advice.
- Build relationships focused on providing a great client experience and growing long-standing connections with existing clients.
What We're Looking For
- Proven experience in investment and retirement planning within a financial services environment.
- Strong financial planning skills with the ability to conduct comprehensive client reviews.
- A goal-oriented, self-motivated mindset with a focus on uncovering and solving client needs.
- Exceptional relationship-building skills and a commitment to delivering an outstanding client experience.
- Effective communication skills to educate clients and provide trusted advice.
Team & Environment
You will be a member of the branch sales team, working collaboratively to achieve shared goals within Scotiabank's inclusive, high-performing, and purpose-driven culture.
Scotiabank is an equal opportunity employer.
