Financial Planner, Scotia Financial Planning - Guelph

Requisition ID:

Overview

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The role is within Scotia Financial Planning, part of Global Asset Management, focused on the mass affluent market and delivering high quality advice and service.

Responsibilities

• Follow a comprehensive financial planning framework to drive investment sales and new client acquisition while adhering to Global Sales Principles, compliance and regulatory requirements.
• Establish business development opportunities with prospects and clients within the assigned market area.
• Promote development and sustainable growth of proprietary investment business in the assigned market area by:
  • Business Development: Execute on plans for prospects and existing clients, identify additional opportunities, and facilitate the implementation of an investment solution or referral to appropriate partners....