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Financial Advisor, Investment & Retirement Planning (Carleton Place)
Location:
Carleton Place
Description:
Requisition ID: 177227 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment & Retirement Planning 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. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 13 on ListedBuy
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More About this Listing: Financial Advisor, Investment & Retirement Planning (Carleton Place)
Financial Advisor, Investment & Retirement Planning (Carleton Place) is a Accounting & Finance Financial Advisor Job at Scotiabank located in United States. Find other listings like Financial Advisor, Investment & Retirement Planning (Carleton Place) by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Financial Advisor, Investment & Retirement Planning (Carleton Place) is a Accounting & Finance Financial Advisor Job at Scotiabank located in United States. Find other listings like Financial Advisor, Investment & Retirement Planning (Carleton Place) by searching Oodle for Accounting & Finance Financial Advisor Jobs.