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Financial Advisor - Investment & Retirement Planning
Financial Advisor – Investment & Retirement Planning
Halifax, Nova Scotia
Scotiabank is Canada's international bank and a leading financial services provider in North America, Latin America, the Caribbean and Central America, and Asia-Pacific. They are dedicated to helping their 24 million customers become better off through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. With a team of more than 89,000 employees and assets of over $923 billion (as at January 31, 2018), Scotiabank trades on the Toronto (TSX: BNS) and New York Exchanges (NYSE: BNS).
On behalf of our client, we are currently recruiting for a Financial Advisor – Investment & Retirement Planning to join their team of dedicated professionals in Halifax, Nova Scotia.
Reporting to the Branch Manager and as a member of the branch sales team, you are responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing ‘assigned’ customers as well as customers referred by branch partners. Leading with a financial planning approach, you will offer customized planning and advice focused on helping customers achieve their investment and retirement goals; recommend appropriate solutions and provide ongoing relationship management. Along with your own prospecting and customer relationship management activities you’ll also assist branch advisors in providing advice to customers with more complex investment and retirement planning needs to help increase the advisors’ knowledge, skills and confidence with Scotiabank’s deposit and investment solutions. You will also be responsible for acting on internal referrals from other team members and for identifying and transitioning customers with borrowing needs to the most appropriate Advisor in the branch.
As the ideal candidate you possess a minimum of three years of investment sales experience along with established financial planning expertise. Proven networking ability and knowledge of practical sales and prospecting techniques for customer acquisition will be key to success in the role. The ability to work independently with minimal supervision while also as part of larger branch team is essential. With exceptional interpersonal and communication skills, you possess strong business acumen and are highly analytical by nature. Post-secondary education in Business or related field, along with successful completion of the CIFP Diploma in Financial Planning (or Bank Recognized equivalent), as well as the Mutual Fund License (MFDA) is required.
To express interest in this opportunity, please view:
For more information contact
Brittany Beale, Consultant, email@example.com or
Scott McGaw, Partner at firstname.lastname@example.org.
Meridia, a Knightsbridge Robertson Surrette company, is Atlantic Canada’s leading contingency recruitment firm that is focused on providing high quality, fast turnaround recruitment for professional and technical positions.
Meridia Recruitment Solutions
Jan. 18, 2019, midnight