Drive financial success in your community as a Financial Planner with Scotiabank in Beaconsfield. Use your financial acumen to enhance client experiences and growth.In this role, you will provide expert financial planning to both mass affluent prospects and existing clients. Your ability to establish robust relationships and collaborate with internal stakeholders will be essential in delivering comprehensive solutions. With 3 years of relevant experience, you will thrive in a flexible, entrepreneurial workplace while making meaningful impacts in clients' financial journeys.Key Responsibilities:
Generate recent investment sales through proactive outreach
Establish business development opportunities locally
Conduct needs analyses for financial solutions
Participate in local events to enhance visibility
Build a robust market profile and networkRequirements:
At least 3 years of experience in financial planning
Certified professional with mutual funds
Completed CFP® or equivalent designation
Proficient networking and client engagement skills
Valid driver’s license to engage clients effectivelyDeliver exceptional financial advice and build lasting relationships with Scotiabank in your community.#J-18808-Ljbffr