Financial Planner
Scotiabank based in Dartmouth, NS is inviting applications from suitable candidates for the position of Financial Planner. Scotiabank positioned as a primary fiscal organization with an international presence provides a varied array of monetary commodities, encompassing banking, investment, and assurance resolutions. Scotiabank existence in Dartmouth mirrors its dedication to regional societies, adding to financial progression and well-being. Scotiabank persists in performing a crucial function in molding the monetary vista and enhancing individuals and enterprises similarly. The candidates selected for the vacancy will be required to start the work as soon as possible.
Also hiring: Retail salesperson
Job Description:
Employer Name: Scotiabank
Position: Financial Planner
No of Vacancies: 1
Salary: Salary is not mentioned, $30.00-$35.00 hourly estimated salary
Employment Type: Full Time
Location: 920 Cole Harbour Rd #900, Dartmouth, NS B2V 2J5, Canada
Schedule: Full Time
Requisition ID/Job ID: 190170
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
Experience: Candidates should have minimum of three years of experience in financial planning and investment sales
Other Requirements:
- The candidates should demonstrate sales management experience and the ability to market Scotiabank effectively
- The candidates should have the ability to cultivate strong relationships with customers, peers, and partners
Responsibilities:
- The candidates should be able to contribute to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of their assigned portfolio of customers
- The candidates should be able to establish/deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners
- 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 our customers’ needs, 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 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
Benefits:
- The candidates will receive a competitive compensation and benefits package, Retirement, and Investment Planning role
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!