Financial planning and investment sales define this mobile Ottawa opportunity with Scotiabank. Build relationships through personalized advice and proactive outreach.
As a Financial Planner, you will deepen mass affluent client relationships through high-quality advice and service. You will develop external and internal networks, identify business opportunities, and support sustainable investment growth. Your work follows a comprehensive financial planning framework and Global Sales Principles.
Key Responsibilities: Drive investment sales and acquire current clients
Develop prospects and client opportunities within assigned markets
Execute business development plans for mass affluent clients
Provide client-centric investment solutions and needs analysis
Participate in community events and financial seminars
Requirements: Three years of financial planning and investment sales experience
Current mutual fund certification and CIRO accreditation
Personal Financial Planning or Certified Financial Planner designation
Networking, acquisition, interpersonal, and Centre of Influence skills
Valid driver’s licence and access to a vehicle
Apply financial planning, investment sales, networking, and client acquisition expertise while serving Scotiabank clients throughout Ottawa.