Build mass affluent client relationships as a Financial Planner with Scotiabank in Sherbrooke, using financial planning and investment sales expertise. This mobile role requires frequent travel.
As a Financial Planner, you will provide personalized investment and financial planning advice to external prospects and existing Scotiabank clients. You will develop business opportunities, conduct proactive outreach, and build internal and external networks. The role also involves community events, financial seminars, and partnerships across the branch network.
Key Responsibilities: Drive investment sales and acquire recent clients compliantly
Execute business development plans for mass affluent prospects
Conduct needs analyses and recommend investment solutions
Build Centres of Influence and community networks
Deliver financial seminars and information sessions
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, acquisition, interpersonal, and entrepreneurial skills
Valid driver's license and access to a vehicle
Use financial planning, networking, and investment sales expertise to grow Scotiabank client relationships throughout Sherbrooke.