Financial Planner For Mass Affluent Clients Sydney

Financial Planner For Mass Affluent Clients Sydney

18 Oct
|
Scotiabank
|
Sydney

18 Oct

Scotiabank

Sydney

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 workplace 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 solid 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

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