Client Centric Financial Planning Expert St John's (St. John's)

Client Centric Financial Planning Expert St John's (St. John's)

25 Aug
|
Scotiabank
|
St. John's

25 Aug

Scotiabank

St. John's

Empower clients through expert financial planning as a Financial Planner. Foster solid relationships and provide tailored advice in a adaptable and supportive workplace. This role is designed for driven professionals who excel in building client relationships.

You'll proactively engage with both external and internal clients, ensuring personalized investment strategies that help them achieve their goals. Your entrepreneurial spirit will flourish in this client-centered position. Key Responsibilities:
Drive new client acquisition and investment sales
Implement business development initiatives for clients
Provide comprehensive financial analyses and solutions
Attend and participate in community financial events
Collaborate effectively across organizational branches Requirements:
Minimum 3 years of experience in financial planning
Accredited mutual fund certification required
Must hold a PFP® or CFP® designation
Proven skills in networking and client involvement
Valid driver’s license for client meetings Harness your expertise to build meaningful relationships and deliver outstanding financial planning services tailored to each client’s unique journey.

📌 Client Centric Financial Planning Expert St John's (St. John's)
🏢 Scotiabank
📍 St. John's

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