Financial Advisor, Investment & Retirement - Scotiabank, Etobicoke

Position Summary

As a Financial Advisor, Investment and Retirement Planning (internally known as FAIR) within Scotiabank's retail branch network, you will be a key member of the sales team. Your primary responsibility is to effectively manage an assigned portfolio of clients, contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals. This role focuses on establishing and deepening vital investment and primary banking relationships with both existing assigned clients and those referred by branch partners, guiding them towards their financial aspirations.

Day-to-Day Responsibilities

In this dynamic role, you will be instrumental in fostering the sustainable growth of proprietary investment business within your assigned market area. Your daily activities will involve a client-centric approach, leveraging your expertise to provide tailored financial advice and solutions.

• Conducting in-depth reviews for assigned clients, covering retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and tools to support their financial goals.
• Exhibiting natural curiosity to uncover and solve for clients' needs, delivering trusted financial advice regarding their investments and retirement planning.
• Demonstrating self-motivation and a goal-oriented mindset when identifying clients' needs to craft personalized financial strategies and solutions.
• Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
• Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
• Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
• Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

Skills and Experience

To thrive as a Financial Advisor, Investment & Retirement Planning at Scotiabank, you should possess a blend of professional qualifications, practical experience, and a keen understanding of the financial landscape. We are looking for individuals who are committed to continuous learning and client success.

• Experience in financial planning and investment sales is preferred.
• Successfully completed the CIFP/CFP designation or a bank-recognized equivalent.
• Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or a bank-recognized equivalent.
• Ability to thrive in a collaborative, results-driven team culture where contributions are recognized and rewarded.
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

The Scotiabank Team and Culture

Join a purpose-driven, winning team at Scotiabank, committed to results within an inclusive and high-performing culture. You will be part of a supportive work environment that values and recognizes individual contributions, promoting a healthy work-life balance. This role offers the opportunity to make a lasting impact on an assigned book of customers, contributing to both their financial well-being and the community.

• Competitive compensation and benefits package.
• Ability to make a lasting impact on an assigned book of customers.
• An inclusive culture that values and recognizes contributions.
• Commitment to making a difference in our communities.
• A supportive work environment that promotes work-life balance.
• Benefit from relocation support (upon approval) and competitive incentives designed for success.