Financial Planner

Position: Financial Planner with Scotiabank
Elevate your career as a Financial Planner with Scotiabank, focusing on investment advice for the mass affluent market. Enjoy the flexibility to meet clients on your terms while delivering high-quality financial solutions.

Scotiabank is seeking a Financial Planner committed to cultivating client relationships and driving investment sales. You will leverage your network to identify business opportunities and provide tailored financial planning within a collaborative environment. This role requires an entrepreneurial spirit and a passion for helping clients achieve their financial goals.

Key Responsibilities:

• Execute business development plans for prospects and clients

• Provide client-centric investment solutions aligned with sales principles

• Conduct needs analysis and proactive outreach to prospects

• Participate in community events to expand your network

• Build a market profile and deliver community seminars

Requirements:

• Minimum 3 years in financial planning and investment sales

• Mutual funds certification and compliance with MFDA requirements

• Personal Financial Planning (PFP) or CFP designation

• Proven networking and client acquisition skills

• Valid driver's license for client meetings

Bring your expertise in financial planning and client relationship management to Scotiabank and make an impact in the community.
#J-18808-Ljbffr