Elevate your career as an Investment and Retirement Financial Planner with Scotiabank in Surrey, British Columbia. You will leverage financial planning expertise to foster deep client relationships and achieve sales targets.
In this team-oriented role, recognized internally as Financial Advisor, Investment and Retirement Planning (FAIR), you will contribute to your branch’s success by managing a portfolio of clients effectively. Your financial planning skills will be essential in providing personalized advice for wealth accumulation and estate planning, all while deepening existing banking relationships and engaging clients.
Success in this role means exceeding investment sales goals and promoting sustainable growth.
Key Responsibilities:
- Conduct in-depth reviews of client financial portfolios
- Craft personalized financial strategies for clients' needs
- Build lasting relationships with clients through engagement
- Utilize technology tools to enhance client interactions
- Ensure a balanced approach to satisfaction and business growth
Requirements:
- Experience in financial planning and investment sales preferred
- CIFP/CFP designation or equivalent completed
- Certification as Mutual Funds Representative in valuable standing
- Strong knowledge of market trends and regulations
- Collaborative mindset geared towards results
Leverage your financial planning expertise to support clients and drive growth at Scotiabank, making a lasting impact in Surrey.