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

Only for registered members St. John's, NL, Canada

1 month ago

Default job background
+ Develop and deepen mass affluent client relationships by providing high quality advice and service.+ Engage in proactive client outreach to individuals outside the Scotiabank network.+ Play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank.

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) designation

Responsibilities

+ 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.

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