Investment and Retirement Planning Specialist

Responsibilities

• Manage an assigned client portfolio to achieve sales targets for deposits and investments.
• Conduct thorough financial reviews, including retirement planning, wealth management, and estate planning.
• Provide reliable financial advice regarding investments and retirement strategies to meet client goals.
• Build and maintain long-term client relationships through exceptional service and expert guidance.
• Utilize advanced technological tools to streamline processes and enhance client interactions.
• Stay informed on market trends, economic conditions, and the regulatory environment.

Requirements

• Successful completion of the IQPF/IPF designation or a bank-recognized equivalent.
• Valid Mutual Fund Representative certification.
• Completion of the Investment Funds in Canada course or an equivalent recognized by the bank.
• Proven experience in financial planning and investment sales.
• Proficiency in both French and English to collaborate with national teams and serve diverse clients.

Preferred Qualifications

• Strong background in sales and client relationship management.
• Ability to thrive in a collaborative, results-oriented team culture.

Benefits

• Competitive compensation and benefits program.
• Inclusive and supportive work environment.
• Relocation support (subject to approval).

About the Company

Banque Scotia is a leader in the Canadian banking sector and a major provider of financial services across the Americas. We are committed to helping our clients, their families, and their communities succeed by offering a wide range of products, including personal, business, and investment management services.