Contract role - Financial Advisor, Investment & Retirement Planning - Scarborough Town Centre

Scotiabank is a leading bank in the Americas, committed to helping customers achieve success through a broad range of financial services. The Financial Advisor role involves establishing and deepening investment and banking relationships with clients while meeting sales goals through effective management of an assigned portfolio.

Responsibilities:

• 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