Drive financial success in your community as a Financial Planner with Scotiabank in Beaconsfield. Use your financial acumen to enhance client experiences and growth.
In this role, you will provide expert financial planning to both mass affluent prospects and existing clients. Your ability to establish strong relationships and collaborate with internal stakeholders will be essential in delivering comprehensive solutions. With 3 years of relevant experience, you will thrive in a flexible, entrepreneurial environment while making meaningful impacts in clients' financial journeys.
Key Responsibilities:
• Generate recent investment sales through proactive outreach
• Establish business development opportunities locally
• Conduct needs analyses for financial solutions
• Participate in local events to enhance visibility
• Build a robust market profile and network
Requirements:
• At least 3 years of experience in financial planning
• Certified professional with mutual funds
• Completed CFP® or equivalent designation
• Proficient networking and client engagement skills
• Valid driver’s license to engage clients effectively
Deliver exceptional financial advice and build lasting relationships with Scotiabank in your community.
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