Wealth Management Advisor
2 days ago
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 JobWe 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.
- 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.
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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