Build mass affluent client relationships as a Financial Planner in London, Ontario, using financial planning and investment sales expertise. This mobile role requires frequent travel.
At Scotiabank, you will provide personalized investment and financial planning advice while developing new and long-term relationships. The work combines proactive outreach, business development, client acquisition, and tailored guidance. You will support external prospects and existing clients through Scotiabank's network and resources.
Key Responsibilities:
- Drive investment sales and acquire new clients
- Develop business opportunities within the assigned market area
- Conduct proactive outreach and complimentary needs analyses
- Build partnerships across Scotiabank's branch network
- Participate in community events and financial seminars
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
- Proven networking, acquisition, and Centre of Influence skills
- Valid driver's license and access to a vehicle
Apply financial planning, investment sales, networking, and client acquisition skills to grow Scotiabank relationships in London.
Financial Planner Investment Sales 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.
