Financial Advisor, Investment & Retirement Planning – Whitehorse, Yukon, Territory

Job title:

Monetary Advisor, Funding & Retirement Planning – Whitehorse, Yukon, Territory

Firm

Scotiabank

Job description

Requisition ID: 196952Be a part of a function pushed successful workforce, dedicated to outcomes, in an inclusive and high-performing tradition.Concerning the functionAs a Monetary Advisor, Funding & Retirement Planning you’re a member of the department gross sales workforce accountable for contributing to the workforce’s general success by assembly/exceeding negotiated deposit and funding gross sales objectives via efficient administration of your assigned portfolio of consumers. Your main function is to ascertain/deepen funding and first banking relationships with current assigned clients in addition to clients referred by department companions.Is that this function best for you? On this function, you’ll:

• Be keen about monetary gross sales in addition to delivering trusted monetary recommendation to clients relating to complicated funding and retirement planning to clients
• Be results-driven by taking a proactive method to discovering our clients’ wants, listening to know what they’re in search of
• Conduct complete evaluations for assigned clients together with retirement planning, wealth accumulation and property planning using monetary planning expertise to create personalized monetary methods and options
• Be extremely engaged, educating clients, offering related insights and skilled recommendation
• Display a collaborative method when coping with friends, clients, and companions
• Construct relationships, specializing in offering a fantastic consumer expertise and rising long-standing relationships with current clients

Do you’ve gotten the abilities that may allow you to reach this function? – We would like to work with you you probably have:

• Efficiently accomplished the CIFP Diploma in Monetary Planning (or Financial institution acknowledged equal)
• A minimal three years expertise of monetary planning and funding gross sales expertise
• Demonstrated gross sales administration expertise and the power to market Scotiabank
• Capacity to domesticate robust relationships with clients, friends and companions

What’s in it for you?

• A aggressive compensation and advantages bundle tailor-made for the Monetary Advisor, Retirement and Funding Planning function
• Capacity to make an enduring affect on an assigned ebook of consumers
• An inclusive tradition the place we worth and acknowledge our workers’ contributions
• A corporation dedicated to creating a distinction in our communities – for you and your clients

Location(s): Canada : Yukon : WhitehorseScotiabank is a number one financial institution within the Americas. Guided by our function: “for each future”, we assist our clients, their households and their communities obtain success via a broad vary of recommendation, services and products, together with private and industrial banking, wealth administration and personal banking, company and funding banking, and capital markets.At Scotiabank, we worth the distinctive expertise and experiences every particular person brings to the Financial institution, and are dedicated to creating and sustaining an inclusive and accessible surroundings for everybody. For those who require lodging (together with, however not restricted to, an accessible interview website, alternate format paperwork, ASL Interpreter, or Assistive Expertise) through the recruitment and choice course of, please let our Recruitment workforce know. For those who require technical help, please . Candidates should apply instantly on-line to be thought-about for this function. We thank all candidates for his or her curiosity in a profession at Scotiabank; nonetheless, solely these candidates who’re chosen for an interview might be contacted.

Anticipated wage

Location

Whitehorse, YT

Job date

Thu, 11 Apr 2024 04:07:57 GMT

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