About this role
About the Role As a Financial Planner, Scotia Financial Planning, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. You will engage in both external client outreach and internal client engagement to demonstrate the value of expert financial planning and to access the full breadth of Scotiabank’s resources. What You'll Do
- Drive investment sales and new client acquisition within a comprehensive financial planning framework.
- Develop and deepen mass affluent client relationships by delivering personalized investment and financial planning advice.
- Engage external clients through proactive outreach to showcase the bank’s value proposition.
- Deepen internal client relationships by identifying opportunities and partnering with branch networks.
- Build and leverage external networks and centres of influence to grow your practice.
- Meet clients outside of the office on a schedule that works for you and them. What We're Looking For
- Driven by purpose and determination; you view your clients as your most valuable asset.
- Demonstrated ability to build and leverage networks and centres of influence.
- Comfortable meeting clients outside of the office and working within a flexible schedule.
- Able to collaborate across the branch network to access Scotiabank resources.
- Committed to delivering personalized investment and financial planning advice.