Client-Focused Financial Planner Driving Investment Solutions Growth (London)

Client-Focused Financial Planner Driving Investment Solutions Growth (London)

05 Oct
|
Scotiabank
|
London

05 Oct

Scotiabank

London

Join as a Financial Planner to empower clients with exceptional investment advice. Foster relationships and drive business growth in a versatile, entrepreneurial environment 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 initiativesDeliver tailored investment strategies through needs analysisOrganize and participate in local information sessionsCultivate connections with community professionalsManage a strategic market profile for enhanced visibilityRequirements:At least 3 years in financial planning and investment salesMFDA licensing and mutual funds certification necessaryPFP® and/or CFP® designation is preferredStrong ability to network and maintain professional relationshipsValid driver's license for client meetingsDrive your career forward while providing personalized financial planning solutions that make a lasting impact on your clients.

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

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