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 setting 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 robust 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.
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📌 Financial Planner For Mass Affluent Clients Sydney
🏢 Scotiabank
📍 Sydney