Deliver personalized investment advice as a Financial Planner in Bridgewater, Nova Scotia, using proactive outreach and financial planning expertise. Build relationships beyond the branch.
Scotiabank seeks a Financial Planner to grow mass affluent client relationships through high-quality advice and service. You will develop prospects, deepen existing relationships, and connect clients with investment solutions. The mobile role involves frequent travel and meetings outside the office.
Key Responsibilities:
- Drive investment sales and acquire current clients
- Execute business development plans for mass affluent prospects
- Provide client-centric investment solutions through financial planning
- Conduct proactive calls and complimentary needs analyses
- Build networks through community 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, interpersonal, and Centre of Influence skills
- Valid driver's license and access to a vehicle
Apply financial planning, investment sales, and relationship-building expertise to grow Scotiabank clients and prospects across Bridgewater.