Enhance your career as a Financial Planner in Halifax with Scotiabank, where you will provide insightful financial advice to mass affluent clients. Focus on relationship-building and investment sales.
As a Financial Planner, your goal will be to foster and deepen client relationships. You will engage both current clients and existing Scotiabank customers, promoting tailored financial solutions to meet their unique needs. This role aims to drive business development while ensuring compliance with regulations and adhering to sales principles.
Key Responsibilities:
Proactively reach out to potential clients in the community
Deepen relationships with existing Scotiabank clients
Drive recent investment sales and adhere to compliance
Explore business development avenues within your market
Promote growth of proprietary investment solutions
Requirements:
3 years of experience in financial planning
accredited as a mutual fund qualified with CIRO
PFP® or CFP® designation completed
Strong networking capabilities and interpersonal skills
Valid driver’s license and ability to travel
Step into this dynamic role and bring your financial planning expertise to clients in Halifax.
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