Job Title

Join a purposedriven winning team, committed to results, in an inclusive and highperforming culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member of the branch sales team responsible for contributing to the teams 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. Responsibilities Conduct indepth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support clients financial goals. Exhibit a natural curiosity to uncover and solve clients needs, delivering trusted financial advice regarding their investments and retirement planning. Display selfmotivation and a goaloriented mindset when identifying clients'' needs to craft personalized financial strategies and solutions. Foster strong engagement, educate clients, offer insights, and deliver expert advice. Build relationships, focusing on providing a great client experience and growing longstanding relationships with existing clients. Leverage advanced technology tools to enhance client interactions and streamline financial planning processes. Focus on achieving targets to ensure a balanced approach to client satisfaction and business growth. Qualifications Experience in financial planning and investment sales is preferred. Successfully completed the CIFP/CFP designation or bankrecognized equivalent. Certification as a Mutual Funds Representative in good standing with licensing requirements, having completed Investment Funds in Canada or a bankrecognized equivalent. Thrive in a collaborative, resultsdriven team culture where contributions are recognized and rewarded. Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. Benefits 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 communities. A supportive work environment that promotes worklife balance. Benefit from relocation support (upon approval) and competitive incentives designed to set you up for success in this role. Location(s): Canada Alberta Calgary 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 accommodationincluding, but not limited to, an accessible interview site, alternate format documents, ASL interpreter, or assistive technologyduring the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. #J-18808-Ljbffr