Financial Planner Professional

1 day ago


Bradford, Bradford, United Kingdom Scotiabank Full time

As a Financial Planner at Scotiabank, you will have the opportunity to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market. Your primary goal will be to prioritize your clients' financial well-being, providing investment and financial planning advice to help them achieve their unique objectives.

Key Responsibilities:
  1. You will conduct in-depth reviews for assigned clients, utilizing financial planning skills and tools to support their financial goals, focusing on retirement planning, wealth accumulation, and estate planning.
  2. Natural curiosity and problem-solving skills will enable you to uncover and address clients' needs, delivering trusted financial advice regarding their investments and retirement planning.

In this role, you will also be self-directed and performance-oriented, discovering clients' needs through active listening, creating customized financial strategies and solutions.

Requirements:
  • Experience in financial planning and investment sales is preferred.
  • A successfully completed Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation is required.
  • You should be knowledgeable about competitive offerings, market trends, economic conditions, and the regulatory environment.
Compensation Package:

We offer a competitive compensation package that rewards growing and maintaining your client base, including access to leading-edge resources such as dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.

About Scotiabank:

Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future.' We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services. Our company values diversity, respect, and inclusion, and we are committed to creating an accessible environment for everyone.

The estimated salary for this role is $120,000 - $150,000 per year, based on industry standards for similar positions in Canada. This figure may vary depending on experience and qualifications.



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