09 Aug
|
Scotiabank
|
Kingston
09 Aug
Scotiabank
Kingston
Transform your career with Scotia Financial Planning as a Financial Planner in Kingston, Ontario, where client relationships matter. Provide exceptional investment advice in a flexible, service-oriented role. As a financial planner, you'll focus on helping mass affluent clients achieve their financial dreams through personalized guidance. With extensive experience and a solid network, you'll implement business development strategies while adhering to industry regulations.
Your role includes outreach and community engagement to maximize client acquisition and retention. Key Responsibilities:
- Implement business development strategies to grow your practice
- Offer tailored investment advice through a financial planning framework
- Engage actively in local skilled associations
- Conduct outreach to maintain client connections
- Cultivate a strong reputation in the financial community Requirements:
- 3+ years of experience in financial planning
- Mutual funds certification required
- Completed CFP or Personal Financial Planning designation
- Strong client relationship and networking abilities
- Valid driver's license and car access needed Drive your success by utilizing your expertise in financial planning at Scotia Financial Planning.
📌 Financial Planning Role at Scotia Bank (Kingston)
🏢 Scotiabank
📍 Kingston