Scotiabank
Financial Planner Opportunities with Scotiabank
Job Description
Pursue a fulfilling career as a Financial Planner with Scotiabank, offering specialized investment solutions to clients in Alberta. This role provides a flexible, virtual work environment tailored to your schedule.
You will be responsible for business development within the mass affluent market, crafting personalized investment strategies and performing needs analysis. Your active participation in community events and networking will enhance your market presence and client acquisition efforts.
Key Responsibilities:
• Develop business plans for client engagement and solutions
• Facilitate investment strategies according to client objectives
• Conduct financial needs analysis across various statements
• Participate in community events for networking and outreach
• Oversee marketing initiatives within a specified budget
Requirements:
• 3 years of financial planning and sales experience
• Certification in mutual funds and MFDA compliant
• Completed Personal...
You will be responsible for business development within the mass affluent market, crafting personalized investment strategies and performing needs analysis. Your active participation in community events and networking will enhance your market presence and client acquisition efforts.
Key Responsibilities:
• Develop business plans for client engagement and solutions
• Facilitate investment strategies according to client objectives
• Conduct financial needs analysis across various statements
• Participate in community events for networking and outreach
• Oversee marketing initiatives within a specified budget
Requirements:
• 3 years of financial planning and sales experience
• Certification in mutual funds and MFDA compliant
• Completed Personal...