Embrace a rewarding career as a Financial Planner with Scotiabank in Mississauga, Ontario. Develop client relationships while offering expert investment advice and financial solutions.
This role focuses on cultivating deep connections in the mass affluent market, where your entrepreneurial spirit thrives. You'll leverage your networks to drive business development and client acquisition while adhering to compliance standards. With the freedom to meet clients on your schedule, you foster long-lasting relationships through strategic investment and financial planning advice.
Key Responsibilities:
• Execute business development plans for new and existing clients
• Provide tailored investment solutions aligned with financial goals
• Conduct proactive outreach to maintain engagement with prospects
• Participate in community events to build your network
• Manage small budgets for marketing and outreach activities
Requirements:
• 3 years in financial planning and investment sales
• Certification in mutual funds and/or financial planning designations
• Proven networking and interpersonal skills
• Self-motivated and goal-oriented mindset
• Valid driver's license and access to a vehicle
Drive client success and achieve your qualified goals with Scotiabank as a Financial Planner.
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