Join Scotiabank as a Financial Planner in Newmarket, Ontario, focusing on developing client relationships in the affluent market. Enjoy the flexibility to meet clients conveniently wherever they are. This role is integral to the Scotia Financial Planning team, emphasizing investment sales and client acquisition.
Your expertise in financial planning will enable you to provide customized solutions tailored to clients' unique financial goals. Engage with community events and professional networks to build a robust clientele. Key Responsibilities:
- Drive investment sales and client growth in assigned markets
- Implement a financial planning framework for client-centric solutions
- Participate in local events to expand your professional network
- Perform needs analysis across various financial statements
- Conduct proactive outreach to stay top-of-mind with prospects Requirements:
- Minimum of 3 years in financial planning and investment sales
- Accredited with MFDA and hold PFP® or CFP® designation
- Strong interpersonal and networking capabilities
- Goal-oriented with an entrepreneurial spirit
- Access to a vehicle for client meetings Contribute to clients’ financial success while advancing your career in a supportive setting at Scotiabank.