Scotiabank Career Airdrie | For Investment Specialist / Financial Planner Jobs In Airdrie, AB

Scotiabank Career – Investment Specialist / Financial Planner Jobs in Alberta. Scotiabank Careers Jobs in Alberta. Latest Alberta Government Jobs. Get City of Alberta Jobs in Canada. Upcoming Canada Govt Jobs.

Alberta Jobs Seekers who are looking for Investment Specialist / Financial Planner Jobs in Alberta , can check here Alberta Government Jobs in Scotiabank. Scotiabank Careers opportunity available for Investment Specialist / Financial Planner jobs in Alberta.

Candidates who have CIFP Diploma eligibility Investment Specialist / Financial Planner position can apply through the Scotiabank careers page link provides in the below section. You can check on this page all upcoming Investment Specialist / Financial Planner jobs in Scotiabank and other jobs in Alberta.


Scotiabank Career – Job Opportunities for Investment Specialist / Financial Planner Jobs In Airdrie, AB

Scotiabank Jobs in Alberta :– Hurrey ! great news for job seekers. Scotiabank Jobs site publish notice for various jobs vacancy in their offices. Currently Scotiabank Investment Specialist / Financial Planner Jobs available now. Candidates who are looking for Investment Specialist / Financial Planner Jobs in Alberta with relevant one year experience can apply for Scotiabank careers Employment. Candidate will get after selection great Salary $ 72,250.00 per year.

Scotiabank Jobs in Alberta Employment 

Name of the Recruitment Agencies/Department – Scotiabank

Job LocationAirdrie, Alberta

Name of the Vacant Position – Investment Specialist / Financial Planner

Jobs Type – Banking Jobs In Canada

Salary – $ 72,250.00 per year

Job Description

Requisition ID: 45691

Join the Global Community of Scotiabankers to help customers become better off.

Investment Specialist

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.

Key Accountabilities

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

  • Executing on business development plans for prospects and existing clients within the mass affluent market
  • Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities
  • Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles
  • Conducting complimentary needs analysis across several financial statements, including competitor statements
  • Building and maintaining a market profile in the assigned market area
  • Participating in local professional and community events and associations to develop and expand your network
  • Identifying opportunities to deliver community information sessions and financial seminars to grow prospects
  • Networking with investment industry specialists while managing a small budget for independent marketing-based activities
  • Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners
  • Facilitating a culture of open and honest communication by actively participating and contributing on team touch bases and meetings with colleagues

Desired Skills & Experience

  • Post-secondary education in Business or related field
  • Financial Planning Designation (PFP) or Certified Financial Planner (CFP)
  • Mutual Fund License
  • 3+ years of financial planning and investment sales experience
  • Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs)
  • Advanced knowledge of practical sales techniques and prospecting
  • Highly effective verbal and written communication skills
  • Ability to work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team
  • Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment
  • A valid driver’s license and access to a vehicle, in order to meet clients and prospects within the designated district
  • Second language an asset depending on target markets

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

Scotiabank is an equal opportunity employer and welcomes applications from all interested parties. We thank you for your interest, however, only those candidates selected for an interview will be contacted.

Location(s):  Canada : Alberta : Edmonton

As Canada’s International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

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 accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contact.

Apply Now


Scotiabank Career – Job Opportunities for Senior Financial Advisor Jobs In Airdrie, AB

Scotiabank Jobs in Alberta :– Hurrey ! great news for job seekers. Scotiabank Jobs site publish notice for various jobs vacancy in their offices. Currently Scotiabank Senior Financial Advisor Jobs available now. Candidates who are looking for Senior Financial Advisor Jobs in Alberta with relevant one year experience can apply for Scotiabank careers Employment. Candidate will get after selection great Salary $ 64,996.00 per year.

Scotiabank Jobs in Alberta Employment 

Name of the Recruitment Agencies/Department – Scotiabank

Job LocationAirdrie, Alberta

Name of the Vacant Position – Senior Financial Advisor

Jobs Type – Banking Jobs In Canada

Salary – $ 64,996.00 per year

Job Description

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

  • Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
  • Educating our customers, providing relevant insights and expert advice
  • Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
  • Nurturing strong, long-standing relationships
  • Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

  • The appetite and drive to build strong customer relationships
  • A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
  • The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
  • A Mutual Funds licence and completed CIFP Diploma

What we’re offering…

  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
  • A competitive compensation and benefits package.
  • An organization committed to making a difference in our communities– for you and our customers.
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • You’ll receive clear, transparent criteria to progress in your career.
  • You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

Apply Now


Scotiabank Career – Job Opportunities for Private Banker Jobs In Airdrie, AB

Scotiabank Jobs in Alberta :– Hurrey ! great news for job seekers. Scotiabank Jobs site publish notice for various jobs vacancy in their offices. Currently Scotiabank Private Banker Jobs available now. Candidates who are looking for Private Banker Jobs in Alberta with relevant one year experience can apply for Scotiabank careers Employment. Candidate will get after selection great Salary $ 55,107.00 per year.

Scotiabank Jobs in Alberta Employment 

Name of the Recruitment Agencies/Department – Scotiabank

Job Location -Airdrie, Alberta

Name of the Vacant Position – Private Banker

Jobs Type – Banking Jobs In Canada

Salary – $ 55,107.00 per year

Job Description

Join the Global Community of Scotiabankers to help customers become better off.

The Private Banker possesses advanced knowledge of financial products and services, wealth management, retail lending and credit risk management.

The Private Banker is responsible for the acquisition of new clients and the cross- sell, up-sell and retention of existing high value Wealth Management clients.

The incumbent will support the Director & Team Lead in identifying high net worth prospects with complex lending needs in target markets, developing acquisition strategies,

growing relationships, maintaining a sustainable prospect sales pipeline, conducting sales calls and qualification of opportunities based on customer information and due diligence.

1. Manage a Portfolio of Clients and Risk Mitigation by:

Working directly with credit partners on lending, negotiate standard Bank terms, conditions, structuring fees, interest rates and documentation.
Providing relationship banking and the highest quality of administrative support to a portfolio of complex, high net worth clients.
Using knowledge of Scotiabank’s diverse products and services to anticipate client needs and proactively deliver solutions through referrals to other Bank partners.
Managing client relationships to ensure that credit facilities and accounts are operating satisfactorily.
Proactively identifying and mitigating problem loans, including bringing potential problems under correspondence as soon as identified.

2. Contribute to Business Development by:

Actively marketing customized Private Banking credit solutions (Total Wealth Credit Solution), to support wealth creation or diversification strategies, insurance solutions, currency and interest rate risk management.
Supporting the execution of new business strategies to attract and retain high net worth clients.
Develop client management plans and make referrals that result in deeper client relationships.
Developing an in-depth understanding of client needs and identifying referral opportunities to: Private Investment Counsel, Scotiatrust, ScotiaMcLeod, Commercial and Retail Bank.
Identifying prospects and referrals from internal and external networks/COIs.
Engaging and informing client management partners as to changes in client information and priorities.

3. Maintain Operational Effectiveness by:

Ensuring daily and periodic management controls are in place and effective.
Monitoring non-interest expenses against planned budgets, ensuring that the Manager, Client Services has appropriate and reasonable explanations for variances.
Reviewing, resolving and/or escalating client concerns and issues and ensure that the Bank’s Customer Complaint Resolution Process is in place and effective.
Ensuring strict adherence to Bank security procedures, including assigned authorities and limits.
Laundering/Anti-Terrorist Financing, FCAC, Know Your Customer, CDIC, Occupational Health & Safety.
Ensuring thorough knowledge of, and strict adherence to, the Bank’s Global Sales Principles.
Reporting fraudulent activities, unusual occurrences, issues, deficiencies, or trends as applicable.

4. Actively Supporting Credit Risk Management by:

Fulfilling all retail credit requests through adjudication processes or working with credit partners to develop commercial/customized credit proposals.
Ensuring credit facilities operate within authorized terms and conditions.
Ensuring the Bank’s exposure is protected by way of adequate security requirements (if required) and appropriate credit conditions, resolving any issues that may arise. When applicable, escalate concerns.
Developing sound commercial underwriting skills.
Ensuring security documentation is accurately prepared, completed, registered and renewed as required.

5. Contribute to the Effective Functioning of Private Banking and Centre team by:

Participate actively in team learning development activities and team performance achievements.
Building effective working relationships across the team and with various business line and corporate function contacts.
Maintaining a high level of customer service.
Facilitating a culture of open and honest communication.
Actively participating and contributing to touch bases and team meetings.
Encouraging the generation of new ideas and approaches.
Actively share knowledge and experience to enhance the development of all team members.
Developing and executing a meaningful employee development plan. Ensuring compliance with regulatory requirements and guidelines, including Privacy, Anti-Money

Education/Work Experience

Must have 3 to 5 years of commercial lending experience and 10 years banking experience
University or community college degree preferred
Must have a good understanding of relatively complex tax, estate and financial planning and investment vehicles
Must be able to relate comfortably with affluent and influential clientele in both business and social situations
Ability to demonstrate a high degree of poise and professionalism at all times
The successful completion of a course of study that will enable registration with the appropriate provincial securities commission to obtain a license to sell mutual funds; PFP designation (ICB Certificate of Achievement – Advanced Personal Finance in Quebec) or Bank recognized equivalent
Knowledge or previous exposure to customized lending is an asset
Complexity of Position

The incumbent must be an experienced banker with exceptional interpersonal skills
Ability to develop solid relationships with the client base
Must be a self-starter and goal oriented
Must have knowledge of retail and commercial lending
Knowledge of the full Private Banking product and service offering in order to identify opportunities across the SPCG Team of Experts
Working knowledge of the products and services offered by the Scotiabank Group of Companies
(external to Private Banking) in order to identify and refer clients as appropriate
Working knowledge of the Financial Planning processes and tools

Working Conditions:

The incumbent works in a standard office environment, but there is a risk of exposure to hold-ups, extortion etc.
The position is primarily non-physical; however, regular travel is required for client calls and community activities.
Client demands are constant and often extend beyond regular business hours.

As Canada’s International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

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 accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Apply Now


Scotiabank Jobs Airdrie – Bank of Nova Scotia Jobs in Airdrie

Canadian Job Bank- Bank of Nova Scotia Careers Portal open for Candidates who are looking for Banking Jobs in Bank of Nova Scotia Airdrie. Scotiabank Entry-level jobs in Airdrie City, Scotiabank Accounting Jobs in Airdrie, Scotiabank Auto Finance Jobs in Airdrie, Scotiabank Bank Teller Jobs in Airdrie & Scotiabank Contract Jobs in Airdrie. Candidates who have a Secondary School Diploma, High School & Graduates in any discipline from recognized university/Schools can apply. The Salary of these jobs in Scotiabank Airdrie is C$66500.00 per year.

Scotiabank Recruiting Airdrie – Canadian Job Bank Details According to Scotiabank Careers Portal 

Which Bank is Recruiting Scotiabank Recruiting Airdrie
Scotiabank Bank Jobs Profile
  • Financial Analyst
  • Research Associate, Commercial Banking.
  • Client Advisor
  • Foreign Exchange Settlement and Confirmation Officer
  • Accounting Services Processor
  • Customer Service Representative
  • Fraud/Collection Hybrid Agent
  • Collections Agent
  • Banking Advisor
Who can apply Candidates must have a Secondary School Diploma, High School & Graduates in any discipline from recognized university/Schools can apply
Salary C$66,500 per year
Job Types Scotiabank Entry-level jobs in Airdrie City, Scotiabank Accounting Jobs in Airdrie , Scotiabank Auto Finance Jobs in Airdrie , Scotiabank Bank Teller Jobs in Airdrie & Scotiabank Contract Jobs in Airdrie

Apply Now for Scotiabank Airdrie Bank Jobs

What would you be able to anticipate from the Bank of Nova Scotia when you will join Scotiabank Jobs Airdrie ?

The Bank of Nova Scotia Airdrie flourishes with the test to be Bank of Nova Scotia’s ideal, dynamic intuition to continue developing and cooperating to convey confided in counsel to assist Royal With banking of Canada Airdrie customers to flourish and networks succeed. Regal Bank of Canada Airdrie thinks about one another, arriving at our latent capacity, having any kind of effect to Scotiabank people group, and making progress that is common.

  • A complete Total Rewards Program including serious pay, adaptable advantages, rewards, and commissions where appropriate
  • Pioneers who bolster your improvement through instructing and overseeing openings
  • Capacity to have any kind of effect and enduring effect through your work
  • Different, synergistic, dynamic, and high-performing groups
  • Adaptable work/life balance alternatives
  • Chances to take on continuously more prominent accountabilities
  • Chances of building

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