Financial Planner With Scotiabank (Brampton)

Financial Planner With Scotiabank (Brampton)

21 Oct
|
Scotiabank
|
Brampton

21 Oct

Scotiabank

Brampton

Elevate your career with Scotiabank as a Financial Planner in Brampton, ON. Engage with clients to provide tailored investment advice and unlock their financial potential through proactive outreach.Scotiabank is searching for a Financial Planner focused on deepening relationships with mass affluent clients. The ideal candidate will utilize their financial planning expertise to drive investment sales and establish recent client connections. This role empowers personal growth, allowing flexibility in client meetings to foster deep connections and deliver exemplary service.Key Responsibilities:Drive investment sales and new client acquisitionConduct comprehensive needs analysis for clientsEstablish business development opportunities in the marketParticipate in local professional community eventsBuild strong partnerships within Scotiabank's branch networkRequirements:3+ years in financial planning and investment salesMutual fund certification and CIRO complianceCompleted Personal Financial Planning or CFP designationProven networking and client acquisition skillsValid driver's license for client meetingsLeverage your financial expertise to create meaningful connections and drive opportunities within Scotiabank's vibrant culture.

📌 Financial Planner With Scotiabank (Brampton)
🏢 Scotiabank
📍 Brampton

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