Description
Elevate financial planning careers with Scotiabank as a Financial Planner in Sherbrooke, Quebec. Cultivate client relationships and provide expert advice tailored for the mass affluent market.
As a Financial Planner, you will enhance client relationships, both externally and internally, ensuring clients maximize Scotiabank's resources. Focus on developing mass affluent clientele via proactive outreach and personalized investment solutions. Your role will revolve around building long-term relationships and business development within assigned market areas.
Key Responsibilities:
• Drive investment sales and acquire new clients
• Execute tailored business development plans
• Proactively communicate with mass affluent prospects
• Identify networking opportunities with community events
• Conduct needs analysis for financial client assessments
Requirements:
• Minimum 3 years in financial planning and sales
• Mutual fund certification and CIRO licensing
• Pers...
As a Financial Planner, you will enhance client relationships, both externally and internally, ensuring clients maximize Scotiabank's resources. Focus on developing mass affluent clientele via proactive outreach and personalized investment solutions. Your role will revolve around building long-term relationships and business development within assigned market areas.
Key Responsibilities:
• Drive investment sales and acquire new clients
• Execute tailored business development plans
• Proactively communicate with mass affluent prospects
• Identify networking opportunities with community events
• Conduct needs analysis for financial client assessments
Requirements:
• Minimum 3 years in financial planning and sales
• Mutual fund certification and CIRO licensing
• Pers...
Ready to Seal the Deal?
Submit your application today and take the next step in your career with Scotiabank.
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