Accounting & Finance | Financial Advisor, Investment & Retirement Planning - FT

As an Investment & Personal Banking Specialist, Investment & Retirement Planning Trainee you are a member of the branch sales team 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.

Is this role right for you? In this role, you will:

• Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers 
• Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for
• Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing financial planning skills to create customized financial strategies and solutions
• Be highly engaged, educating customers, providing relevant insights and expert advice 
• Demonstrate a collaborative approach when dealing with peers, customers, and partners
• Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
• A minimum three years experience of financial planning and investment sales experience
• Demonstrated sales management experience and the ability to market Scotiabank
• Ability to cultivate strong relationships with customers, peers and partners

What’s in it for you?

• A competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist, Investment & Retirement Planning role
• Ability to make a lasting impact on an assigned book of customers
• An inclusive culture where we value and recognize our employees’ contributions
• An organization committed to making a difference in our communities – for you and your customers