Job Description
Join Scotiabank as a Financial Planner, specializing in investment sales and client relationship management across British Columbia. Enjoy a performance-oriented culture with a focus on client success.
As a Financial Planner with Scotiabank, your role will involve deepening client relationships and driving investment sales. You'll operate within a framework that prioritizes client needs while leveraging your entrepreneurial skills to build a successful practice. Flexibility allows you to work in a way that best fits your clients’ schedules.
Key Responsibilities:
• Develop business plans targeting affluent clients and prospects
• Offer financial planning services with a focus on investment solutions
• Conduct needs analysis and effective outbound marketing
• Participate in community initiatives to enhance visibility
• Foster relationships with investment industry professionals
Requirements:
• At least 3 years of ...
As a Financial Planner with Scotiabank, your role will involve deepening client relationships and driving investment sales. You'll operate within a framework that prioritizes client needs while leveraging your entrepreneurial skills to build a successful practice. Flexibility allows you to work in a way that best fits your clients’ schedules.
Key Responsibilities:
• Develop business plans targeting affluent clients and prospects
• Offer financial planning services with a focus on investment solutions
• Conduct needs analysis and effective outbound marketing
• Participate in community initiatives to enhance visibility
• Foster relationships with investment industry professionals
Requirements:
• At least 3 years of ...