Financial Planner, Scotia Financial Planning - Richmond, Vancouver
The Bank of Nova Scotia
Vancouver, British Columbia, Canada
Base: not specified; bonus/equity: not specified; ...
Client acquisition
Network building
Investment sales
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.
Enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and them.
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
Network building
Investment sales
Client relationship management
Proactive outreach
Nice-to-have
Community involvement
Entrepreneurial mindset
Flexibility in scheduling
Key Requirements
3-years of experience in financial planning and investment sales