Description
Join Scotia Financial Planning as a Financial Planner, focusing on client relationships and investment solutions in Penticton, British Columbia. You’ll thrive in a flexible, mobile work environment.
As a Financial Planner within the Global Asset Management Division, your role involves driving investment sales and developing deep client connections in the mass affluent market. You will employ a financial planning framework and adhere to regulatory standards while participating in community events to enhance your market profile and influence.
Key Responsibilities:
• Execute tailored business development strategies for clients
• Deliver client-centric financial solutions and analyses
• Participate in local events and conduct financial seminars
• Accomplish investment sales targets and client acquisition goals
• Adhere to all compliance guidelines and regulations
Requirements:
• At least 3 years in financial plannin...
As a Financial Planner within the Global Asset Management Division, your role involves driving investment sales and developing deep client connections in the mass affluent market. You will employ a financial planning framework and adhere to regulatory standards while participating in community events to enhance your market profile and influence.
Key Responsibilities:
• Execute tailored business development strategies for clients
• Deliver client-centric financial solutions and analyses
• Participate in local events and conduct financial seminars
• Accomplish investment sales targets and client acquisition goals
• Adhere to all compliance guidelines and regulations
Requirements:
• At least 3 years in financial plannin...
Ready to Seal the Deal?
Submit your application today and take the next step in your career with Scotiabank.
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