20 Oct
|
Scotiabank
|
London
Elevate your career as a Financial Planner with Scotiabank in London, Ontario. Focus on developing solid 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 current 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 Qualified 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.
📌 Financial Planner At Scotiabank Ontario London
🏢 Scotiabank
📍 London