Drive impactful investment planning at Scotiabank’s retail branch in Winnipeg. As a Financial Advisor, you’ll focus on crafting personalized strategies that meet diverse client needs.
This Financial Planner role is vital to the branch sales team's success, aiming to exceed sales goals for deposits and investments. You will utilize financial planning tools to support clients through retirement and wealth accumulation planning. Robust engagement and educational support are crucial, along with leveraging technology to optimize client interactions.
Key Responsibilities:
• Manage and grow an assigned portfolio of clients
• Conduct comprehensive client reviews for strategic investment
• Deliver financial advice that aligns with client aspirations
• Build lasting client relationships for enhanced satisfaction
• Enhance client interactions using advanced technology tools
Requirements:
• Experience in financial planning and investment sales preferred
• Completed CIFP/CFP designation or bank-recognized equivalent
• Must be a Mutual Funds Representative in good standing
• Understand economic conditions and competitive offerings
• Team-oriented with a result-driven mindset
Contribute to Scotiabank's objective of delivering exceptional financial services in Winnipeg.
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