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 current 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 skilled 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.