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.

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