Elevate your career as a Financial Planner with Scotiabank in London, Ontario. Focus on developing strong client relationships and providing expert financial planning and investment advice.
As a Financial Planner, you will build and deepen connections with mass affluent clients, utilizing your entrepreneurial spirit to engage both internal and external stakeholders. This role emphasizes business development, proactive client outreach, and delivering tailored financial solutions, ensuring client goals are met effectively.
Key Responsibilities:
- Drive new client acquisition and investment sales
- Build relationships with mass affluent clients
- Proactively reach out to potential clients
- Facilitate community engagement through events
- Collaborate with internal partners for client solutions
Requirements:
- Minimum 3 years in financial planning and investment sales
- Mutual Fund Certified Professional status
- Completed CFP® or PFP® designation
- Proven networking and client acquisition skills
- Valid driver's license and access to a vehicle
Become a trusted advisor in financial planning, enabling clients to confidently achieve their financial objectives.
Financial Planner at Scotiabank Ontario in London employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
