27 Aug
|
Scotiabank
|
West Vancouver
27 Aug
Scotiabank
West Vancouver
Shape financial futures as an Investment and Retirement Financial Advisor with Scotiabank in West Vancouver, British Columbia. Focus on client needs and exceed investment goals in a agile setting. In this pivotal role, known internally as Financial Advisor, Investment and Retirement Planning (FAIR), you join a cooperative sales team to meet client investment and banking needs.
You will establish financial planning strategies through detailed reviews focused on retirement, wealth accumulation, and estate planning. Your self-motivation and customer engagement skills will enhance client relationships and drive success. Key Responsibilities:
Conduct comprehensive financial reviews for clients
Provide personalized investment and retirement strategies
Engage clients through education and insights
Build long-lasting relationships with existing clients
Utilize technology to improve planning interactions Requirements:
Preferred financial planning and investment sales experience
CIFP/CFP designation or equivalent certification
Mutual Funds Representative certification in valuable standing
Knowledge of economic conditions and market trends
Results-driven mindset in a team-oriented culture Leverage your expertise to impact clients' financial journeys at Scotiabank.
📌 Investment & Retirement Financial Advisor West Vancouver
🏢 Scotiabank
📍 West Vancouver