Financial Planner
2 weeks ago
Role Overview
As an Investment Specialist at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will leverage your external networks and centres of influence to grow your practice, while prioritizing client relationships and providing investment and financial planning advice to help them meet their unique goals.
Key Responsibilities
- Promote the development and sustainable growth of proprietary investment business in the assigned market area by executing business development plans for prospects and existing clients.
- Provide client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles.
- Participate actively in local professional and community events and associations to develop and expand your network.
Requirements
- 3 years of experience in financial planning and investment sales.
- Mutual funds certified professional with current accreditation and good standing for MFDA licensing requirements.
- Proven networking, client acquisition, and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
- Goal-oriented and entrepreneurial, with the ability to work independently as a self-motivated entrepreneur with minimal supervision.
What's in it for you?
- An entrepreneurial culture with the freedom to develop your career.
- A fast-paced, flexible work environment where you can set your own hours and meet clients when and where it's convenient for them.
- A compensation structure that rewards growing and maintaining your client base.
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