Financial Planner - Penticton, BC (Penticton Branch)
Scotiabank
Date: 20 hours ago
City: Penticton, BC
Contract type: Full time
Requisition ID: 226024
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:
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
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
- A competitive compensation and benefits package tailored for the Financial Advisor, Retirement and Investment 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
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