Job Description
Elevate client investment and retirement strategies as a Financial Planner at Scotiabank in Salmon Arm, British Columbia. Drive portfolio success and deepen banking relationships through expert financial advice.
In this role as Financial Advisor, Investment and Retirement Planning (FAIR), you will be part of the branch sales team, contributing to the achievement of deposit and investment sales goals. Your expertise in wealth accumulation, estate planning, and financial reviews will guide clients toward their financial objectives.
Key Responsibilities:
• Conduct thorough reviews on investment and retirement plans
• Deliver targeted solutions based on client needs
• Build and maintain long-term client relationships
• Utilize advanced technology to streamline planning
• Achieve sales targets to enhance client satisfaction
Requirements:
• Background in financial planning and investment sales
• CIFP/CFP designation preferred
• Mutual Funds Representative cer...
In this role as Financial Advisor, Investment and Retirement Planning (FAIR), you will be part of the branch sales team, contributing to the achievement of deposit and investment sales goals. Your expertise in wealth accumulation, estate planning, and financial reviews will guide clients toward their financial objectives.
Key Responsibilities:
• Conduct thorough reviews on investment and retirement plans
• Deliver targeted solutions based on client needs
• Build and maintain long-term client relationships
• Utilize advanced technology to streamline planning
• Achieve sales targets to enhance client satisfaction
Requirements:
• Background in financial planning and investment sales
• CIFP/CFP designation preferred
• Mutual Funds Representative cer...
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