Elevate your financial advisory career as a Financial Planner with Scotiabank. This role focuses on building affluent client relationships through expert financial planning guidance, promoting flexibility and independence.
As a Financial Planner with Scotiabank, you will leverage your entrepreneurial spirit to deepen client connections and acquire recent business opportunities. Emphasizing personalized financial advice, you will work with both external clients and existing bank customers. Your objective is to drive investment sales while ensuring compliance with Global Sales Principles.
Key Responsibilities:
• Engage in proactive client outreach and networking • Drive investment sales and new client acquisitions • Implement financial planning frameworks tailored to client needs • Participate in community events for networking opportunities • Identify prospects through needs analysis and market insights
Requirements: • 3 years in financial planning and investment sales • Mutual fund certification and/or CFP designation • Proven client acquisition and networking skills • Knowledge of market trends and regulatory standards • Valid driver’s license with reliable vehicle access
Drive your financial advisory success while building strong client relationships at Scotiabank. #J-18808-Ljbffr