Drive investment sales and financial planning at Scotiabank in Beauport, serving mass affluent clients through proactive outreach and tailored advice.
As a Financial Planner, you will develop and deepen external and internal client relationships. You will provide client-centric investment solutions through a financial planning framework. The work includes business development, needs analysis, networking, and referrals to appropriate partners.
Key Responsibilities:
- Drive investment sales and acquire recent clients compliantly
- Execute business development plans for mass affluent prospects
- Conduct proactive calls and complimentary financial needs analyses
- Facilitate investment solutions and partner referrals
- Participate in professional events and financial seminars
Requirements:
- Three years of financial planning and investment sales experience
- Current mutual fund certification meeting CIRO licensing requirements
- Personal Financial Planning or Certified Financial Planner designation
- Networking, client acquisition, and interpersonal skills
- Valid driver's license and access to a vehicle
Use investment sales, financial planning, and networking expertise to grow Scotiabank relationships across Beauport and the assigned market.