Investment Sales Financial Planner Role (Windsor)

Investment Sales Financial Planner Role (Windsor)

16 Oct
|
Scotiabank
|
Windsor

16 Oct

Scotiabank

Windsor

Make an impact in the financial services industry as a Financial Planner with Scotiabank. Engage with mass affluent clients while delivering bespoke financial strategies.As part of the rebranded Scotia Financial Planning team, you will excel in acquiring current clients and maximizing investment sales. Your role features flexibility in meeting clients in various locations, enhancing the personal touch essential for building lasting relationships. You're encouraged to leverage local community events and your professional network to boost visibility and opportunities.Key Responsibilities:Implement business development strategies for affluent marketsDeliver client-focused investment planning solutionsActively network within the community for business growthConduct comprehensive analyses of client financesMaintain ongoing communication with potential clientsRequirements:At least three years in financial planning rolesAccredited with MFDA and mutual funds certificationCompleted CFP® or PFP® designationProven ability to build client relationshipsValid driver's license for travel to client sitesDrive investment success and establish your practice under Scotiabank's renowned support.

📌 Investment Sales Financial Planner Role (Windsor)
🏢 Scotiabank
📍 Windsor

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