Investment-Focused Financial Planner Role (Toronto)

Investment-Focused Financial Planner Role (Toronto)

11 Aug
|
Scotiabank
|
Toronto

11 Aug

Scotiabank

Toronto

Shape your career as a Financial Planner with Scotiabank, focused on investment strategies and client relationships across North York, Vaughan, Richmond Hill, and Markham, Ontario. Enjoy a mobile work style that fits your schedule.

This Financial

Planner role centers on providing high-quality, client-specific financial advisory services. You will capitalize on your investment sales expertise and regulatory knowledge to drive business development. Maintain and enrich relationships with both prospective and current clients to promote sustainable growth. Key Responsibilities:

- Foster new client relationships and investment opportunities
- Implement business growth strategies effectively
- Offer tailored financial and investment solutions
- Attend local events to enhance community engagement
- Collaborate with retail branches to maximize resources Requirements:
- Over 3 years of experience in financial services
- Mutual fund certification with CIRO credentials
- PFP® or CFP® designation obtained
- Solid networking and business development skills
- Valid driver's license for client meetings Join Scotiabank and utilize your financial planning skills to create a significant impact.

📌 Investment-Focused Financial Planner Role (Toronto)
🏢 Scotiabank
📍 Toronto

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: investment-focused financial planner role (toronto) / toronto

Subscribe to this job alert:

Get the latest job offers by email for: investment-focused financial planner role (toronto) / toronto