Wealth Management Advisor

2 days ago


Truro, Cornwall, United Kingdom Scotiabank Full time
About Us

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.

About the Job

We are seeking a highly skilled Wealth Management Advisor to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and time horizon.
  • Analyze market trends, economic conditions, and regulatory environment to identify opportunities for growth and mitigate risks.
  • Build strong relationships with clients, prospects, and partners to drive business development and growth.
Requirements:
  • Experience in financial planning and investment sales is preferred.
  • Successfully completed (or working towards) the Personal Financial Planning (PFP) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP) designation.
  • You're an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
  • You're able to work independently as a self-motivated entrepreneur with minimal supervision.
Salary and Benefits

The estimated salary for this role is $80,000 - $120,000 per year, depending on experience. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.



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