Financial Planner at Scotiabank Ontario

Financial Planner at Scotiabank Ontario

18 Oct
|
Scotiabank
|
Ontario

18 Oct

Scotiabank

Ontario

Elevate your career as a Financial Planner with Scotiabank in London, Ontario. Focus on developing robust client relationships and providing expert financial planning and investment advice.

As a Financial Planner, you will build and deepen connections with mass affluent clients, utilizing your entrepreneurial spirit to engage both internal and external stakeholders. This role emphasizes business development, proactive client outreach, and delivering tailored financial solutions, ensuring client goals are met effectively.

Key Responsibilities:
• Drive new client acquisition and investment sales
• Build relationships with mass affluent clients
• Proactively reach out to potential clients
• Facilitate community engagement through events
• Collaborate with internal partners for client solutions

Requirements:
• Minimum 3 years in financial planning and investment sales
• Mutual Fund Certified Professional status
• Completed CFP® or PFP® designation
• Proven networking and client acquisition skills
• Valid driver’s license and access to a vehicle

Become a trusted advisor in financial planning, enabling clients to confidently achieve their financial objectives.
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📌 Financial Planner at Scotiabank Ontario
🏢 Scotiabank
📍 Ontario

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