Financial Planner Mass-Affluent Market

Position: Financial Planner for Mass-Affluent Market
Elevate your career as a Financial Planner with Scotiabank in London, Ontario, focusing on the mass-affluent market. Develop client relationships while providing tailored investment solutions.

As a key player in Scotiabank's advisory team, you'll develop strategies for new client acquisition and drive investment sales.

Your role involves building business with prospects and existing clients while adhering to compliance and regulatory standards. Your impact will be seen in the financial planning framework you provide and the community connections you foster.

Key Responsibilities:

• Execute business development plans for mass-affluent prospects

• Identify and implement investment solutions for clients

• Conduct proactive outreach to prospects and needs assessments

• Participate in local events for networking and community growth

• Organize informative financial seminars and sessions

Requirements:

• 3 years of experience in financial planning and investment sales

• Current mutual funds certification and PFP® or CFP® designation

• Strong networking and interpersonal skills

• Goal-oriented with an entrepreneurial spirit

• Valid driver’s license for client meetings

Become a trusted advisor to clients and leverage your skills in financial planning and investment sales.
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