Scotiabank Financial Planner Role
3 days ago
Grand FallsWindsor, NL, Canada
Scotiabank
Full-time
$70,000 - $90,000 Contract
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Shape your future with a rewarding Financial Planner career at Scotiabank. Focused on client-centric investment solutions, this role offers a unique blend of independence and support.
In this position, you will develop and deepen relationships with affluent clients through robust financial planning. By engaging both new and existing clients, your role will include driving business development and utilizing a comprehensive financial planning framework. Ensure compliance while promoting investment solutions tailored to each client’s financial goals.
Key Responsibilities
• Drive business development plans for affluent prospects
• Conduct proactive outreach to potential clients
• Analyze financial statements to identify solutions
• Participate in local community events and seminars
• Build and nurture internal and external client relationships
Requirements:
• 3 years of relevant experience
• Certification in mutual funds or CFP designation
• Strong networking and interpersonal skills
• Knowledge of competitive market and economic conditions
• Access to a vehicle for client meetings Set your career in motion while delivering tailored financial solutions at Scotiabank.
Key Responsibilities
• Drive business development plans for affluent prospects
• Conduct proactive outreach to potential clients
• Analyze financial statements to identify solutions
• Participate in local community events and seminars
• Build and nurture internal and external client relationships
Requirements:
• 3 years of relevant experience
• Certification in mutual funds or CFP designation
• Strong networking and interpersonal skills
• Knowledge of competitive market and economic conditions
• Access to a vehicle for client meetings Set your career in motion while delivering tailored financial solutions at Scotiabank.