Investment Sales Financial Planner Role, Windsor

Make an impact in the financial services industry as a Financial Planner with Scotiabank. Engage with mass affluent clients while delivering bespoke financial strategies.

As part of the rebranded Scotia Financial Planning team, you will excel in acquiring new clients and maximizing investment sales. Your role features flexibility in meeting clients in various locations, enhancing the personal touch essential for building lasting relationships. You’re encouraged to leverage local community events and your professional network to boost visibility and opportunities.

Key Responsibilities:• Implement business development strategies for affluent markets • Deliver client-focused investment planning solutions • Actively network within the community for business growth • Conduct comprehensive analyses of client finances • Maintain ongoing communication with potential clients

Requirements:• At least three years in financial planning roles • Accredited with MFDA and mutual funds certification • Completed CFP® or PFP® designation • Proven ability to build client relationships • Valid driver's license for travel to client sites

Drive investment success and establish your practice under Scotiabank's renowned support. #J-18808-Ljbffr