Build mass affluent client relationships as a Financial Planner with Scotiabank in Truro, using investment sales and tailored financial planning advice. This mobile role requires frequent travel.
You will develop external and internal networks while growing sustainable investment business. The position combines proactive outreach, needs analysis, business development, and client-centric solutions. You will also connect clients with Scotiabank resources and partners.
Key Responsibilities: Drive investment sales and acquire new clients
Execute business development plans for mass affluent prospects
Conduct proactive calling and complimentary needs analysis
Build skilled and community networks within the market
Facilitate investment solutions and appropriate referrals
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
Proven networking, acquisition, and interpersonal skills
Valid driver’s license and access to a vehicle
Bring investment sales, networking, and financial planning expertise to Scotiabank clients across the Truro market area.