Scotiabank
Financial Planner at Scotiabank
Job Description
Elevate your career as a Financial Planner with Scotiabank. Focus on empowering mass affluent clients to achieve their financial goals through personalized advice and strategic investments in Quebec.
As a Financial Planner, you will cultivate valuable client relationships while proactively reaching out to prospects within and outside the Scotiabank network. Key skills include networking, client acquisition, and financial planning. You'll drive investment sales, create business development opportunities, and promote sustainable growth within your assigned market area.
Key Responsibilities:
• Drive client acquisition and investment sales proactively
• Establish new business opportunities in the market
• Promote proprietary investment growth strategies
• Conduct outbound client communications and needs analysis
• Engage in community events to build your network
Requirements:
• 3+ years in financial planning and investment sales
• Mutual fund certification wit...
As a Financial Planner, you will cultivate valuable client relationships while proactively reaching out to prospects within and outside the Scotiabank network. Key skills include networking, client acquisition, and financial planning. You'll drive investment sales, create business development opportunities, and promote sustainable growth within your assigned market area.
Key Responsibilities:
• Drive client acquisition and investment sales proactively
• Establish new business opportunities in the market
• Promote proprietary investment growth strategies
• Conduct outbound client communications and needs analysis
• Engage in community events to build your network
Requirements:
• 3+ years in financial planning and investment sales
• Mutual fund certification wit...