Scotiabank
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Senior Financial Planner, Remote Flexibility
Description
Leverage your expertise at Scotiabank as a Senior Financial Planner with flexible work in North York, Vaughan, Richmond Hill, and Markham, Ontario. Drive client success through tailored financial strategies.
In this role, embrace the opportunity to guide mass-affluent clients towards their financial objectives. With at least three years of experience, you will engage both external and internal clients to foster deep, productive relationships. Your ability to conduct needs analyses will empower clients while ensuring regulatory compliance and adherence to sales principles.
Key Responsibilities:
• Conduct client-centric investment needs analyses
• Increase investment sales and engage new clients
• Design and implement growth-focused strategies
• Network through community and professional events
• Promote Scotiabank's investment resources effectively
Requirements:
• 3+ years in financial planning and investment sales
• Mutual fund and CIRO certified
• Comp...
In this role, embrace the opportunity to guide mass-affluent clients towards their financial objectives. With at least three years of experience, you will engage both external and internal clients to foster deep, productive relationships. Your ability to conduct needs analyses will empower clients while ensuring regulatory compliance and adherence to sales principles.
Key Responsibilities:
• Conduct client-centric investment needs analyses
• Increase investment sales and engage new clients
• Design and implement growth-focused strategies
• Network through community and professional events
• Promote Scotiabank's investment resources effectively
Requirements:
• 3+ years in financial planning and investment sales
• Mutual fund and CIRO certified
• Comp...