Elevate your career as a Financial Planner at Scotiabank in Sydney, Nova Scotia. This role emphasizes tailored financial advice and building lasting relationships with mass affluent clients.

As a Financial Planner, you'll be dedicated to fostering deep client relationships by providing customized advice aligned with their financial goals. This position requires a blend of networking and sales skills, focusing on existing Scotiabank clients and outreach to current prospects. You'll play a pivotal role in a growth-oriented environment backed by extensive resources.

Key Responsibilities:
• Drive investment sales and client acquisition
• Execute business development plans and solutions
• Conduct proactive outreach and communication




• Participate in community events for networking
• Build strong internal partnerships across the bank

Requirements:
• 3 years of experience in financial planning
• Mutual fund certified with CIRO accreditation
• Completed PFP® or CFP® designation
• Proven interpersonal and networking skills
• Valid driver's license and vehicle access

Showcase your expertise in financial planning and build meaningful client relationships with Scotiabank.
#J-18808-Ljbffr

📌 Financial Planner for Mass Affluent Clients (Nova Scotia)
🏢 Scotiabank
📍 Nova Scotia