Financial Planner

Position: Financial Planner at Scotiabank
Join Scotiabank in Bathurst, New Brunswick as a Financial Planner focusing on mass affluent clients. This role centers around developing strong client relationships and providing expert financial planning services.

As a Financial Planner, you will leverage your networks to engage with clients and drive investment solutions. You will work independently while also collaborating with Scotiabank teams to enhance client experiences. The position allows flexibility in meeting clients, ensuring their needs are prioritized.

Key Responsibilities:

• Execute business development plans for affluent clients

• Provide client-centric investment solutions

• Engage in proactive outreach and maintain communications

• Build strong market profiles in local communities

• Network with industry specialists for client benefits

Requirements:

• Minimum 3 years in financial planning

• Certification in mutual funds and CIRO compliance

• PFP® or CFP® designation essential

• Excellent interpersonal and client acquisition skills

• Vehicle access for client meetings

Provide tailored financial solutions and maintain impactful relationships at Scotiabank in Bathurst.
#J-18808-Ljbffr