Financial Planner Role With Scotiabank (Mississauga)

Financial Planner Role With Scotiabank (Mississauga)

16 Oct
|
Scotiabank
|
Mississauga

16 Oct

Scotiabank

Mississauga

Become a Financial Planner at Scotiabank located in Mississauga, where you'll foster client relationships while providing exceptional financial advice. Focus on enhancing the investment strategies for the mass affluent market.In this role at Scotia Financial Planning, you'll be accountable for developing current client opportunities through a relationship-driven approach. Through proactive outreach and networking, you will provide personalized financial solutions and participate in local community events to promote financial literacy.



Your goal is to enhance client experiences and ensure compliance with regulatory requirements.Key Responsibilities:Execute strategies for business development among affluent clientsAlign financial solutions with client-centric needsConduct proactive outreach to expand client baseParticipate in community financial seminars and eventsEnsure compliance with market regulations and standardsRequirements:At least 3 years of experience in financial planningCertification as a Mutual Funds ProfessionalCompletion of PFP® or CFP® designationStrong interpersonal skills and networking capabilityValid driver's license and vehicle accessUtilize your skills in financial planning to create lasting client partnerships at Scotiabank in Mississauga.

📌 Financial Planner Role With Scotiabank (Mississauga)
🏢 Scotiabank
📍 Mississauga

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: financial planner role with scotiabank (mississauga) / mississauga

Subscribe to this job alert:

Get the latest job offers by email for: financial planner role with scotiabank (mississauga) / mississauga