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Saskatoon

    Financial Planner; Nelson Road Branch - Saskatoon, Canada - Scotiabank

    Scotiabank
    Scotiabank Saskatoon, Canada

    17 hours ago

    Scotiabank background
    Description

    Financial Planner

    Are you a seasoned advisor, the expert in investment and retirement planning for your customers? Our Financial Advisor Investment Retirement Planner may be perfect for you

  • Leading with a financial planning approach, you will offer customized planning and advice focused on helping customers achieve their investment and retirement goals; recommending appropriate solutions and providing 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. In addition you will 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.

    • Key Accountabilities

  • Effectively execute business development activities focused on driving deposit and investment sales growth
  • Contribute to an optimal customer service and advice experience
  • Contribute to the overall business objectives of the branch team
  • Acquiring, retaining and growing loyal customer relationships.
  • Meeting established individual goals through effective management of activities and opportunities
  • Champions a high performance environment and contributes to an inclusive work environment.

    • Functional Competencies

  • Highly effective verbal and written communication skills
  • Ability to work independently with minimal supervision and also as part of larger branch team
  • Proven networking, customer acquisition and interpersonal skills

    • ​​​​​​​

    Expert knowledge of:

  • Investment product features and benefits, and related policies and procedures

    • Education / Experience

  • Working towards completion of the CIFP Diploma in Financial Planning (or Bank Recognized equivalent).
  • Minimum 5 year of investment sales experience and financial planning For those in Quebec, successful completion of all courses related to IQPF are mandatory (Institut Quebecois de planification financiere).
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