Financial Planner
Scotiabank based in Ottawa, ON is inviting applications from suitable candidates for the position of Financial Planner. Scotiabank is a leading financial institution synonymous with trust and reliability. Scotiabank caters to the diverse financial needs of individuals, businesses, and communities across Canada’s capital region. Scotiabank provides tailored solutions designed to help clients achieve their financial goals. With a focus on innovation and customer-centricity, Scotiabank leverages cutting-edge technology and a vast network of branches to deliver convenient and personalized banking experiences, empowering customers to manage their finances with confidence and ease. The candidates selected for the vacancy will be required to start the work as soon as possible.
Also hiring: Construction labourer
Job Description:
Employer Name: Scotiabank
Position: Financial Planner
No of Vacancies: 1
Salary: Salary is not mentioned, $40.00-$45.00 hourly estimated salary
Employment Type: Full Time
Location: Ottawa, ON, CA
Requisition ID/Job ID: 198751
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have successfully completing the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
Experience: Candidates should have a minimum of three years of experience in financial planning and investment sales
Other Requirements:
- The candidate will get the chance to showcase their demonstrated sales management experience and the ability to market Scotiabank
- The candidate will get the platform to cultivate strong relationships with customers, peers, and partners
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 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 candidate will get a competitive compensation package tailored specifically for the Investment & Personal Banking Specialist role
- The candidate will get access to benefits designed to meet the unique needs of the Investment & Personal Banking Specialist position
- The candidate will get opportunities for investment and retirement planning guidance and support within the organization
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!