Scotiabank
Financial Advisor at Humbertown Centre
Job Description
Drive your career forward at Scotiabank as a Financial Advisor specializing in Investment and Retirement Planning at Humbertown Centre. Focus on building client relationships and achieving sales success.
In this pivotal role, known internally as Financial Advisor, Investment and Retirement Planning, you will manage a portfolio and engage in meaningful client conversations to provide tailored financial advice. Your success will contribute directly to the branch's overall performance. You'll handle comprehensive financial reviews, ensuring that clients are informed and empowered, while growing your investment business.
Key Responsibilities:
• Conduct detailed retirement and estate planning reviews
• Deliver trusted financial advice on investments
• Educate clients to deepen engagement
• Utilize advanced tools to facilitate planning processes
• Meet business growth and client satisfaction targets
Requirements:
• Preferred experience in investment sales and finan...
In this pivotal role, known internally as Financial Advisor, Investment and Retirement Planning, you will manage a portfolio and engage in meaningful client conversations to provide tailored financial advice. Your success will contribute directly to the branch's overall performance. You'll handle comprehensive financial reviews, ensuring that clients are informed and empowered, while growing your investment business.
Key Responsibilities:
• Conduct detailed retirement and estate planning reviews
• Deliver trusted financial advice on investments
• Educate clients to deepen engagement
• Utilize advanced tools to facilitate planning processes
• Meet business growth and client satisfaction targets
Requirements:
• Preferred experience in investment sales and finan...