Scotiabank is seeking a Financial Advisor in Chelmsford focused on Investment and Retirement Planning. Deliver expert financial solutions and cultivate robust client relationships.
As part of the branch sales team, your primary responsibility will be to establish and enhance banking relationships while achieving sales goals. You will manage a portfolio, uncovering opportunities to assist clients in achieving their financial objectives through comprehensive planning and customized strategies.
Key Responsibilities:
• Provide in-depth financial reviews for clients
• Build and maintain personalized investment strategies
• Engage clients with clear financial advice and support
• Use technology to improve client relationship management
• Achieve sales targets while ensuring client satisfaction
Requirements:
• Preferred experience in financial planning and investments
• CIFP/CFP designation or bank equivalent is required
• Mutual Funds Representative certification in valuable standing
• Must be knowledgeable in market trends and regulations
• Solid team collaborator with a results-driven focus
Utilize your planning expertise to help clients secure their financial futures with Scotiabank.
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