Elevate your career with Scotiabank as a Financial Planner focused on delivering high-quality investment advice in an entrepreneurial and flexible environment. Build client relationships while driving growth within the mass affluent market.
As a Financial Planner, you will deepen relationships by providing tailored financial solutions and advice. This role empowers you to leverage your network while adhering to Scotiabank's high standards. You will participate in community events to enhance your market profile and grow your client base through outreach and effective communication strategies.
Key Responsibilities:
• Execute business development plans for prospects and clients
• Conduct proactive outreach to maintain top-of-mind presence
• Participate in local professional and community events
• Offer client-centric investment solutions using a financial planning framework
• Identify investment opportunities and facilitate client referrals
Requirements:
• 3 years in financial planning and investment sales
• Mutual funds certification in good standing
• Completed Personal Financial Planning (PFP®) or CFP® designation
• Proven networking and client acquisition skills
• Valid driver's license with access to a vehicle
Embrace the chance to provide exceptional financial planning and investment advice while developing lasting client relationships at Scotiabank.
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