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Financial Advisor, Investment Retirement Planner, Thunder Bay
Location:
Thunder Bay
Description:
Requisition ID: 191833 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 the branch? Do you love to focus on investment and retirement planning for your customers? Interested? Read on! As a member of the branch 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, retaining and growing loyal customer. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
January 18 on ListedBuy
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More About this Listing: Financial Advisor, Investment Retirement Planner, Thunder Bay
Financial Advisor, Investment Retirement Planner, Thunder Bay is a Other Art & Media Jobs Financial Advisor Job at Scotiabank located in United States. Find other listings like Financial Advisor, Investment Retirement Planner, Thunder Bay by searching Oodle for Other Art & Media Jobs Financial Advisor Jobs.
Financial Advisor, Investment Retirement Planner, Thunder Bay is a Other Art & Media Jobs Financial Advisor Job at Scotiabank located in United States. Find other listings like Financial Advisor, Investment Retirement Planner, Thunder Bay by searching Oodle for Other Art & Media Jobs Financial Advisor Jobs.