Enhance your career as a Financial Planner in Halifax with Scotiabank, where you will provide insightful financial advice to mass affluent clients. Focus on relationship-building and investment sales.
As a Financial Planner, your goal will be to foster and deepen client relationships. You will engage both new clients and existing Scotiabank customers, promoting tailored financial solutions to meet their unique needs. This role aims to drive business development while ensuring compliance with regulations and adhering to sales principles.
Key Responsibilities:
- Proactively reach out to potential clients in the community
- Deepen relationships with existing Scotiabank clients
- Drive new investment sales and adhere to compliance
- Explore business development avenues within your market
- Promote growth of proprietary investment solutions
Requirements:
- 3 years of experience in financial planning
- accredited as a mutual fund professional with CIRO
- PFP® or CFP® designation completed
- Robust networking capabilities and interpersonal skills
- Valid driver’s license and ability to travel
Step into this dynamic role and bring your financial planning expertise to clients in Halifax.