1 meilleure offre (retail advisor, bracebridge on) (à pourvoir)

Financial Advisor, Investment & Retirement Planning - Bracebridge, Ontario
Scotiabank —Bracebridge, ON
- Vente
- Services financiers

Check out these similar jobs

Based on your search for retail advisor jobs.

Financial Advisor, Investment & Retirement Planning - Bracebridge, Ontario
Scotiabank —Bracebridge, ON
Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
Truck & Coach Technicians (310T) Bracebridge, ON
Currie Truck Centre —Bracebridge, ON
Must possess a valid driver's license. Adjust, repair or replace parts and components of commercial transport truck systems including fuel system, brakes,…
Postuler rapidement

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Sales Professional - Top Performers earn +$150 K No Cap on Commission
Volvo Cars Lakeridge —Ajax, ON
Work with our team to collaborate on social media content. As a Sales Advisor, you will be responsible for providing an exceptional customer experience while…
De 70 000 $ à 180 000 $ par an
Postuler rapidement
il y a 8 jours
Automotive Service Technician
NewRoads Subaru Richmond Hill —Newmarket, ON
A valid G class license with a clean driver's abstract; Strong focus on training, development, and internal promotion opportunities.
De 27 $ à 33 $ de l’heure
Postuler rapidement

Show more jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : retail advisor (bracebridge on)

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de SimplyHired.

Découvrir les offres d'emploi dans d'autres lieux

retail advisor jobs near bracebridge on

Financial Advisor (Newfoundland And Labrador) : offres d'emploi

Financial Advisor (Markham, ON) : offres d'emploi

Financial Advisor (Prince George, BC) : offres d'emploi

Chief Financial Officer (Calgary, AB) : offres d'emploi

Financial Analyst (Remote) : offres d'emploi

Rbc, Banking Advisor (Vancouver, BC) : offres d'emploi

Beauty Advisor, Shoppers Drug Mart (Ottawa, ON) : offres d'emploi

Financial Advisor (Chestermere, AB) : offres d'emploi

Financial Advisor, Investment & Retirement Planning - Bracebridge, Ontario

Scotiabank -
Bracebridge, ON

Postuler dès maintenant

Détails du poste

Profil recherché

Investissement
Expérience en conseil financier
Vente
Gestion des comptes clés
Communication avec les clients
CFP
Orientation vers les ventes
Orientation axée sur le service à la clientèle
Services financiers
Consultation auprès de la clientèle
Planification successorale
Interaction avec les clients

Description complète du poste

Requisition ID: 263720

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients.
Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners.

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning.
Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions.
Fostering strong engagement, educating clients, offering insights, and delivering expert advice.
Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.
Leveraging advanced technology tools to enhance client interactions and streamline financial planning processes.
Focusing on achieving targets to ensure a balanced approach to client satisfaction and business growth.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

Experience in financial planning and investment sales is preferred.
Successfully completed the CIFP/CFP designation or bank recognized equivalent.
Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed the Investment Funds in Canada or bank-recognized equivalent.
Thrive in a collaborative, results-driven team culture where your contributions are recognized and rewarded.
Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.

What’s in it for you?

Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
An inclusive culture that values and recognizes contributions, and a commitment to making a difference in our communities.
A supportive work environment that promotes work-life balance.

Please note that Scotiabank offers Financial Planning opportunities within our Scotia Financial Planning, Wealth Management division. If you are interested in learning more about this role, please review our “Financial Planner, Scotia Financial Planning” postings.

#financialplanner

Location(s): Canada : Ontario : Bracebridge || Canada : Ontario : Toronto

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. 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.

Postuler dès maintenant

Affinez votre recherche

retail advisor emplois - bracebridge on

Financial Advisor, Investment & Retirement Planning - Bracebridge, Ontario

Check out these similar jobs

Explore jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : retail advisor (bracebridge on)

Découvrir les offres d'emploi dans d'autres lieux

About the role

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact