Investment Focused Financial Planner Role Toronto

Investment Focused Financial Planner Role Toronto

02 Sep
|
Scotiabank
|
Toronto

02 Sep

Scotiabank

Toronto

Shape your career as a Financial Planner with Scotiabank, focused on investment strategies and client relationships across North York, Vaughan, Richmond Hill, and Markham, Ontario. Enjoy a mobile work style that fits your schedule.This Financial Planner role centers on providing high-quality, client-specific financial advisory services. You will capitalize on your investment sales expertise and regulatory knowledge to drive business development. Maintain and enrich relationships with both prospective and current clients to promote sustainable growth.Key Responsibilities:
Foster current client relationships and investment opportunities
Implement business growth strategies effectively
Offer tailored financial and investment solutions
Attend local events to enhance community engagement
Collaborate with retail branches to maximize resourcesRequirements:
Over 3 years of experience in financial services
Mutual fund certification with CIRO credentials
PFP® or CFP® designation obtained
Robust networking and business development skills
Valid driver's license for client meetingsJoin Scotiabank and utilize your financial planning skills to create a significant impact.#J-18808-Ljbffr

📌 Investment Focused Financial Planner Role Toronto
🏢 Scotiabank
📍 Toronto

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