Financial planner – Toronto, ON (Kingsway Branch)
Scotiabank based in Etobicoke, ON is inviting applications from suitable candidates for the position of Financial planner. Scotiabank is a global financial institution offering a range of services, including personal banking, business solutions, and wealth management. It provides products such as loans, credit cards, and investment services. The bank operates both through physical branches and digital platforms. Scotiabank focuses on delivering tailored financial solutions to individuals and businesses. The candidates selected for the vacancy will be required to start the work as soon as possible.
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Job Description:
Employer Name: Scotiabank
Position: Financial planner – Toronto, ON (Kingsway Branch)
No of Vacancies: 3
Salary: Salary is not mentioned, $18.00 – $22.00 hourly estimated salary
Employment Type: Full time
Location: Etobicoke, ON, CA
Requisition ID: 212424
Requirements:
Languages: Candidates must have knowledge of the English Language
Education:Â Candidates should have completed the CIFP Diploma in Financial Planning or a bank
Experience: Candidates should have a minimum of three years of experience in financial planning and investment sales
Physical Requirements:
- The candidates should be able to cultivate strong relationships with customers, peers, and partners
Other Requirements:
- The candidates should have demonstrated sales management experience and the ability to market Scotiabank’s services effectively
Responsibilities:
- The candidates should be able to be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning
- The candidates should be able to be results-driven by taking a proactive approach to discovering customers’ needs and listening to understand what they are looking for
- The candidates should be able to 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
- The candidates should be able to be highly engaged, educating customers, providing relevant insights, and offering expert advice
- The candidates should be able to demonstrate a collaborative approach when dealing with peers, customers, and partners
- The candidates should be able to build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!