Job Description
Shape financial futures as a Financial Planner with Scotia Financial Planning in Grand Falls-Windsor or Gander, Newfoundland and Labrador. Excel in relationship-building while providing tailored financial advice and investment solutions.
This role is aimed at experienced Financial Planners eager to deepen relationships with mass affluent clients. Utilizing your skills, you will engage in proactive outreach, effectively demonstrating the importance of personalized financial planning. Flexibility allows you to meet clients outside the office, enriching your interactions and business development opportunities.
Key Responsibilities:
• Drive investment sales and new client acquisition
• Execute business development plans in assigned market area
• Provide client-centric solutions via a comprehensive financial planning framework
• Conduct outbound communications to maintain client connections
• Participate in community events to expand professional network
Requirements...
This role is aimed at experienced Financial Planners eager to deepen relationships with mass affluent clients. Utilizing your skills, you will engage in proactive outreach, effectively demonstrating the importance of personalized financial planning. Flexibility allows you to meet clients outside the office, enriching your interactions and business development opportunities.
Key Responsibilities:
• Drive investment sales and new client acquisition
• Execute business development plans in assigned market area
• Provide client-centric solutions via a comprehensive financial planning framework
• Conduct outbound communications to maintain client connections
• Participate in community events to expand professional network
Requirements...
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