05 Sep
|
Scotiabank
|
Vancouver
05 Sep
Scotiabank
Vancouver
Join Scotiabank's mission in Vancouver as a Financial Planner, where your advice will empower clients to reach their financial goals. This role emphasizes building long-term relationships through exceptional service and tailored financial planning.
You will be dedicated to the financial success of both new and existing clients by providing comprehensive investment solutions. Your proactive engagement with the community and networking initiatives will play a crucial role in expanding your client base.
The flexible work schedule enables you to connect with clients in a way that works best for them, reinforcing trust and rapport.
Key Responsibilities:
- Drive new client acquisition and investment sales
- Establish successful business development opportunities
- Offer personalized investment advice through planned outreach
- Participate in community seminars to grow your network
- Maintain collaboration with internal teams for client service
Requirements:
- 3 years of experience in investment sales and financial planning
- Certified mutual fund qualified meeting CIRO requirements
- Completion of the PFP or CFP designation
- Proven ability to build client relationships
- Valid driving license and vehicle access
Empower financial success for your clients while enhancing your career with Scotiabank in Vancouver.
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📌 Vancouver Financial Planner at Scotiabank
🏢 Scotiabank
📍 Vancouver