Client Focused Financial Planner Driving Investment Solutions Growth London

Client Focused Financial Planner Driving Investment Solutions Growth London

14 Sep
|
Scotiabank
|
London

14 Sep

Scotiabank

London

Join as a Financial Planner to empower clients with exceptional investment advice. Foster relationships and drive business growth in a versatile, entrepreneurial workplace tailored to your schedule.In this impactful role, you will leverage your 3 years of financial planning and investment sales experience. You will engage with high-net-worth clients, applying your knowledge of market trends and compliance. Opportunities for community engagement will expand your network and enhance recognition.Key Responsibilities:
Implement targeted business development initiatives
Deliver tailored investment strategies through needs analysis
Organize and participate in local information sessions
Cultivate connections with community professionals




Manage a strategic market profile for enhanced visibilityRequirements:
At least 3 years in financial planning and investment sales
MFDA licensing and mutual funds certification necessary
PFP® and/or CFP® designation is preferred
Solid ability to network and maintain professional relationships
Valid driver’s license for client meetingsDrive your career forward while providing personalized financial planning solutions that make a lasting impact on your clients.#J-18808-Ljbffr

📌 Client Focused Financial Planner Driving Investment Solutions Growth London
🏢 Scotiabank
📍 London

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