Advance your profession as a Financial Planner with Scotiabank in Sudbury, Ontario. Focus on client relationships through comprehensive financial planning and investment strategies in a mobile role.
As a Financial Planner, you will be pivotal in providing investment advice tailored to mass affluent clients. Your role combines business development, networking, and community engagement while ensuring adherence to compliance standards and client-focused service.
Key Responsibilities
Develop plans for business growth within assigned market area
Provide tailored financial advice aligned with Global Sales Principles
Conduct outreach to keep prospects informed and engaged
Actively participate in community and qualified events
Manage marketing efforts to expand your reach and visibility
Requirements
3 years of experience in financial planning and investment sales
Mutual funds certification and compliance with MFDA
Certification in Personal Financial Planning or as a Certified Financial Planner
Robust networking and client development skills
Valid driver's license for client meetings
Maximize your expertise in financial planning while building lasting client relationships with Scotiabank in Sudbury.