Requisition ID : 211154
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
About the role
As an Investment & Personal Banking Specialist, Investment & Retirement Planning Trainee 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
What’s in it for you?
- A competitive compensation and benefits package tailored for the Investment & Personal Banking Specialist, Investment & Retirement 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
Location(s) : Canada : British Columbia : Vancouver Canada : British Columbia : Richmond
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, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.
If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.
If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role.
We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Financial Planner, Investment and Retirement Planning
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select...
Financial Planner, Investment and Retirement Planning
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select...
FO 24R - Senior Financial Analyst, Leases
The BC Liquor Distribution Branch (LDB) is one of two branches of government that provide oversight for the beverage alcohol and non-medical cannabis industries in the province. The Senior Financial Analyst, Leases is responsible for compiling and interpreting monthly lease financial results and com...
FO 24R - Senior Financial Analyst, Leases
The BC Liquor Distribution Branch (LDB) is one of two branches of government that provide oversight for the beverage alcohol and non-medical cannabis industries in the province. The Senior Financial Analyst, Leases is responsible for compiling and interpreting monthly lease financial results and com...
Manager, Financial Planning & Analysis (18-month Contract)
The Manager, Financial Planning and Analysis reports to the Director, Financial Services and interacts with other administrators to provide key financial information and analysis and ensure alignment of policies and procedures within the University to support the budget management process. Together,...
Senior Advisor - Financial Planning and Business Support
Reporting to the Director, Financial Planning and Reporting, the Senior Advisor acts as the clinical and operational lead on financial/data analytical strategies and plans to support designated Program and Service teams throughout the organization, and the Board and Senior Leadership Team (SLT), and...
First Nations/Metis/Inuit, Financial Advisor, Retail Sales - BC & Yukon Region
As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, pr...
Financial Advisor - Port Moody, BC
As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:. You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You help make the futures of our 25 million customer...
Financial Advisor - 49th & Elliot Branch
As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:. You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. Guided by our purpose: "for every future", we help o...
First Nations/Metis/Inuit, Financial Advisor, Retail Sales - BC & Yukon Region
As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:. You help make the futures of our 25 million customers happen. Our Advisors are customer-centric and able to connect with people in a relatable way. Develo...