Financial Planner Investment Sales London

Financial Planner Investment Sales London

10 Nov
|
Scotiabank
|
London

10 Nov

Scotiabank

London

Build mass affluent client relationships as a Financial Planner in London, Ontario, using investment sales and financial planning expertise. Frequent travel is required.Scotiabank seeks a Financial Planner to deliver personalized advice and service. This mobile role develops external and internal relationships through proactive outreach, networking, and tailored investment solutions. You will grow proprietary investment business while following Global Sales Principles, compliance,



and regulatory requirements.Key Responsibilities:Drive investment sales and current client acquisitionDevelop business opportunities within the assigned market areaConduct proactive outreach and complimentary needs analysisBuild partnerships across Scotiabank's branch networkParticipate in community events and financial seminarsRequirements:Three years' financial planning and investment sales experienceCurrent mutual fund certification meeting CIRO licensing requirementsPersonal Financial Planning or Certified Financial Planner designationNetworking, client acquisition, and interpersonal skillsValid driver's license and access to a vehicleUse financial planning, investment sales, and networking skills to expand Scotiabank client relationships throughout London's assigned market area.

📌 Financial Planner Investment Sales London
🏢 Scotiabank
📍 London

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