Elevate your career with Scotiabank as a Virtual Financial Planner, focusing on investment solutions and client relationships in Ontario's mass affluent market. Enjoy flexibility in scheduling client meetings.
In this role, you will build and deepen connections with clients while providing high-quality financial planning advice. As a solution-oriented entrepreneur, you'll leverage your networks to drive new client acquisition and ensure client satisfaction. Embrace the dynamic Scotiabank culture, dedicated to delivering results and fostering inclusivity.
Key Responsibilities:
- Execute business development plans for prospects and clients
- Provide client-centric investment solutions and financial planning
- Conduct outreach and proactive communications to prospects
- Participate in community events to expand your network
- Deliver information sessions and financial seminars
Requirements:
- 3 years of financial planning and investment sales experience
- Mutual funds certification and compliance with MFDA
- Completed Personal Financial Planning (PFP®) or CFP® designation
- Proven networking and client acquisition skills
- Valid driver's license and access to a vehicle
Utilize your expertise to provide tailored financial advice and cultivate meaningful client relationships with Scotiabank.
Remote Financial Planner at Scotiabank in Ottawa 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.
