Scotiabank Financial Planners in London develop investment relationships through personalized advice, proactive outreach, and financial planning. This mobile role requires frequent travel.
As a Financial Planner, you deepen mass affluent client relationships and grow proprietary investment business. You provide client-centric solutions through a financial planning framework, support new client acquisition, and build internal and external networks. The role includes working with prospects, existing clients, branch partners, and investment industry specialists.
Key Responsibilities:
- Drive investment sales and new client acquisition
- Execute business development plans for mass affluent clients
- Conduct proactive outreach and complimentary needs analyses
- Build Centres of Influence and community relationships
- Deliver financial seminars and community information sessions
Requirements:
- Three years of financial planning and investment sales experience
- Current mutual fund certification meeting CIRO licensing requirements
- Personal Financial Planning or Certified Financial Planner designation
- Networking, acquisition, interpersonal, and entrepreneurial skills
- Valid driver's license and access to a vehicle
Bring financial planning, investment sales, and relationship-building expertise to Scotiabank's mobile London practice.
Financial Planner Investment Advisor 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.
