Career Financial Advisor - Etobicoke - beBeeFinancialPlanner

    beBeeFinancialPlanner
    beBeeFinancialPlanner Etobicoke

    1 week ago

    Job title: Financial Planner, Scotia Financial Planning

    Description

    Establish a successful career as a financial advisor in our dynamic and entrepreneurial environment.

    About the Role

    Promote sustainable growth of proprietary investment business by executing business development plans, identifying opportunities, and facilitating implementation of an investment solution or referral to partners. Provide client-centric solutions through a financial planning framework, aligning with Global Sales Principles. Conduct outbound communications and proactive calling to remain top-of-mind for future business opportunities.

    • Business Development:
    • Execute on business development plans for mass affluent prospects and existing clients,
    • Identify additional business development opportunities,
    • Facilitate the implementation of an investment solution and/or referral to appropriate partners.


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