Base: not specified; bonus/equity: not specified; ...
Client acquisition
Investment sales
Networking
Focus on developing and deepening mass affluent client relationships by providing high quality advice and service
Job Summary
Focus on developing and deepening mass affluent client relationships by providing high quality advice and service.
Engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey.
Access to leading-edge resources including dedicated marketing support, mobile technology, CRM, portfolio, and financial planning software.
Matching Summary
Focus on developing and deepening mass affluent client relationships by providing high quality advice and service.
Salary
Base: Not specified; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client acquisition
Investment sales
Networking
Client relationship management
Proactive outreach
Compliance adherence
Nice-to-have
Community involvement
Entrepreneurial mindset
Market analysis
Personal financial planning knowledge
Key Requirements
3-years of experience in financial planning and investment sales
Mutual fund certified professional with CIRO licensing