Launch your career in wealth management as a Financial Planning Associate with Scotiabank. This role offers hands-on client engagement and mentorship within a distinguished financial planning team. As an Associate in Scotia Financial Planning, you will develop crucial skills for success in financial services.
Here, you will work closely with seasoned Financial Planners, gaining exposure to business development, client relationship management, and financial planning processes. Your contributions will directly support the firm's growth and enhance client experiences through tailored solutions. Key Responsibilities:
- Develop structured business development strategies
- Create strategic sales plans for clients
- Conduct outbound communications to generate leads
- Provide initial financial reviews or create new plans
- Participate in community events to expand your network Requirements:
- Post-secondary education in Business or related field
- Robust verbal and written communication skills
- Understanding of Wealth Management and Brokerage
- Valid driver's license and access to a vehicle
- A second language is an asset Elevate your financial advisory skills while making a meaningful impact on client lives with Scotiabank.
📌 Financial Planning Associate at Scotiabank (Toronto)
🏢 Scotiabank
📍 Toronto
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