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Financial Advisor, Investment & Retirement Planning; Future Opportunity
Location:
Saskatoon
Description:
Requisition ID: 193017 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Financial Advisor, Investment Retirement Planner Are you a seasoned advisor, the expert in investment and retirement planning for your customers? Our Financial Advisor Investment Retirement Planner may be perfect for you! As a senior member of the branch advisor sales team you are responsible for contributing to the team’s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking relationships with existing ‘assigned’ customers as well as customers referred by branch partners. Leading with a financial planning approach, you will offer customized planning and advice focused on helping customers achieve their investment and retirement goals; recommending appropriate solutions and providing ongoing relationship management. Along with your own prospecting and customer relationship management activities you’ll also assist branch advisors in providing advice to customers with more complex investment and retirement planning needs to help increase the advisors’ knowledge, skills and confidence with Scotiabank’s deposit and investment solutions. In addition you will be responsible for acting on internal referrals from other team members and for identifying and transitioning customers with borrowing needs to the most appropriate Advisor in the branch. Key Accountabilities Develop and build trusted customer relationships with emphasis on providing advice relative to more complex investment and retirement planning strategies Effectively execute business development activities focused on driving deposit and investment sales growth Contribute to an optimal customer service and advice experience Contribute to the overall business objectives of the branch team Acquiring,. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 11 on ListedBuy
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More About this Listing: Financial Advisor, Investment & Retirement Planning; Future Opportunity
Financial Advisor, Investment & Retirement Planning; Future Opportunity is a Accounting & Finance Financial Advisor Job at Scotiabank located in United States. Find other listings like Financial Advisor, Investment & Retirement Planning; Future Opportunity by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Financial Advisor, Investment & Retirement Planning; Future Opportunity is a Accounting & Finance Financial Advisor Job at Scotiabank located in United States. Find other listings like Financial Advisor, Investment & Retirement Planning; Future Opportunity by searching Oodle for Accounting & Finance Financial Advisor Jobs.