Financial Planner, Scotia Financial Planning - Moncton

Only for registered members Moncton, Canada

1 day ago

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Job summary

We are seeking a Financial Planner to join our team. As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high-quality advice and service.

You will engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value of a Financial Planner brings to their financial journey. Through meaningful conversations and tailored guidance, your goal is to demonstrate how expert financial planning can empower clients to clarify, pursue, and ultimately achieve their financial objectives—no matter where they are starting from.

The ideal candidate will be driven by purpose and determination with extensive knowledge of competitive offerings market trends economic conditions regulatory environment access vehicle meet clients prospects designated district.
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