Elevate your career as a Client-Centric Financial Planner with Scotiabank in Newmarket, Ontario, where you'll cultivate valuable client relationships and provide tailored investment advice. Work flexibly, meeting clients on your schedule.
As a Financial Planner under the Scotia Financial Planning team, this role emphasizes client engagement and sustainable growth within the mass affluent market. Your entrepreneurial spirit will drive current client acquisitions and foster long-term relationships. Leverage your extensive knowledge of market trends and financial products to provide exceptional client service.
Key Responsibilities:
• Execute business development plans targeting prospects and existing clients
• Deliver tailored investment solutions through comprehensive financial planning
• Engage actively in community events to expand your network
• Conduct outbound communications and proactive client outreach
• Collaborate with investment industry specialists and maintain a market profile
Requirements:
• 3 years experience in financial planning and investment sales
• Current MFDA licensing and PFP®/CFP® designation
• Proven networking and client acquisition skills
• Entrepreneurial mindset and self-motivated work ethic
• Valid driver's license and vehicle access
Utilize your financial expertise and relationship-building skills to enhance clients’ financial success with Scotiabank.
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