Shape investment strategies as a Financial Planner in Kingston, using financial planning expertise and client relationship skills. This mobile role includes frequent travel.
Scotia Financial Planning, within Scotiabank’s Global Asset Management Division, seeks a Financial Planner for the mass affluent market. You will provide investment and financial planning advice while developing client relationships and growing a practice. The work follows a comprehensive financial planning framework and Global Sales Principles.
Key Responsibilities:
- Execute business development plans for prospects and existing clients
- Provide client-centric investment solutions through financial planning
- Conduct needs analyses across financial and competitor statements
- Develop networks through community events and qualified associations
- Deliver financial seminars and manage independent marketing activities
Requirements:
- Three years of financial planning and investment sales experience
- Current mutual funds accreditation and MFDA licensing standing
- 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
Use investment sales, networking, and financial planning expertise to build lasting client relationships across Kingston’s mass affluent market.