Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch (Ottawa)

Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch (Ottawa)

07 Sep
|
Scotiabank
|
Ottawa

07 Sep

Scotiabank

Ottawa

Select how often (in days) to receive an alert:Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Promote the development and sustainable growth of proprietary investment business in the assigned market area by:Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.Fostering strong engagement, educating clients,



offering insights, and delivering expert advice.Building relationships, focusing on providing a excellent client experience and growing long-standing relationships with existing clients.Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:Experience in financial planning and investment sales is preferred.Successfully completed the CIFP/CFP designation or

📌 Financial Advisor, Investment & Retirement Planning - Centre Ville Gatineau Branch (Ottawa)
🏢 Scotiabank
📍 Ottawa

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