07 Nov
|
Scotiabank
|
Kingston
07 Nov
Scotiabank
Kingston
Transform your career with Scotia Financial Planning as a Financial Planner in Kingston, Ontario, where client relationships matter. Provide exceptional investment advice in a flexible, service-oriented role.As a financial planner, you'll focus on helping mass affluent clients achieve their financial dreams through personalized guidance. With extensive experience and a solid network, you'll implement business development strategies while adhering to industry regulations. Your role includes outreach and community engagement to maximize client acquisition and retention.Key Responsibilities:Implement business development strategies to grow your practiceOffer tailored investment advice through a financial planning frameworkEngage actively in local professional associationsConduct outreach to maintain client connectionsCultivate a robust reputation in the financial communityRequirements:3+ years of experience in financial planningMutual funds certification requiredCompleted CFP or Personal Financial Planning designationStrong client relationship and networking abilitiesValid driver's license and car access neededDrive your success by utilizing your expertise in financial planning at Scotia Financial Planning.
📌 Financial Planning Role At Scotia Bank (Kingston)
🏢 Scotiabank
📍 Kingston