Financial Planner, Scotia Financial Planning - Edmonton

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In this role, you will :

Promote the development and sustainable growth of proprietary investment business in the assigned market area by :

1. Business Development : Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
2. Client-Centric : Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
3. Community Involvement : Participating actively in local professional and communit...