Financial Planner, Scotia Financial Planning - St. John's, NL
1 month ago

Job summary
The Financial Planner will focus on developing and deepening mass affluent client relationships by providing high-quality advice and service. This includes engaging in proactive client outreach to individuals outside the Scotiabank network and playing a pivotal role in deepening client relationships with existing clients.Qualifications
+ 3 years of experience in financial planning and investment sales+ Mutual fund certified professional+ Personal Financial Planning (PFP) designation or Certified Financial Planner (CFP) designationResponsibilities
+ Drive investment sales and new client acquisition while adhering to Global Sales Principles,+ Establish business development opportunities with prospects and clients within the assigned market area,+ Participate actively in local professional events,- Business Development: Executing on business development plans for mass affluent prospects.
- Client-centricity: Providing tailored guidance for prospects.
Job description
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