Financial Planner Role At Scotiabank (Sainte-Julie)

Financial Planner Role At Scotiabank (Sainte-Julie)

25 Sep
|
Scotiabank
|
Sainte-Julie

25 Sep

Scotiabank

Sainte-Julie

Launch your career with Scotiabank as a Financial Planner, where you'll focus on developing meaningful client relationships through high-quality advice and investment services. Flexibility and client-centricity are central to this role.You'll thrive in a mobile work environment, engaging with clients at their convenience and in their communities. This position requires strong networking skills and the ability to leverage internal resources at Scotiabank. You will guide clients through their financial journeys, fostering connections and understanding their unique needs.Key Responsibilities:Drive current client acquisition and investment salesConduct comprehensive needs analysis for personalized serviceFacilitate community information sessions and outreachBuild market profile and interact with local professionalsAssist existing Scotiabank clients with tailored solutionsRequirements:Minimum of 3 years in financial planningMutual fund certification and compliance with CIROCompleted CFP® or PFP® designationsStrong networking and relationship-building skillsValid driver's license and vehicle accessUtilize your financial expertise to provide exceptional planning services at Scotiabank.

📌 Financial Planner Role At Scotiabank (Sainte-Julie)
🏢 Scotiabank
📍 Sainte-Julie

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