Strategic Client Advisor - Saskatoon - beBeeEntrepreneurial

    beBeeEntrepreneurial
    beBeeEntrepreneurial Saskatoon

    1 week ago

    Job title: Financial Planner, Scotia Financial Planning

    Description

    Job Description:


    Role Summary


    This is a dynamic and entrepreneurial role where you will be responsible for developing and deepening client relationships by providing high quality advice and service within the mass affluent market.



    Main Responsibilities:



    • Promote business growth through executing on business development plans, identifying opportunities, facilitating solutions, and referring clients to partners.

    • Provide exceptional client-centric investment solutions aligned with global sales principles. Conduct proactive outreach to prospects to remain top-of-mind for future business opportunities.

    • Participate in local professional events, expand networks, identify community engagement opportunities.

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