Job Description
Join Scotiabank as a Financial Planning Specialist in Tracadie-Sheila, New Brunswick, where your expertise will enhance client investment journeys. Build meaningful connections through personalized financial advice.
This role emphasizes developing mass affluent client relationships while fostering new business opportunities. As part of a motivated environment, you will leverage your financial planning skills to provide exceptional service. The flexibility to meet clients where they are allows you to adapt your strategies to their individual needs.
Key Responsibilities:
• Drive sales and acquire new investment clients
• Identify growth opportunities within the assigned area
• Foster strong connections with existing clients
• Initiate outbound communications to nurture businesses
• Organize and participate in local financial seminars
Requirements:
• Minimum 3 years experience in investment planning
• Certifi...
This role emphasizes developing mass affluent client relationships while fostering new business opportunities. As part of a motivated environment, you will leverage your financial planning skills to provide exceptional service. The flexibility to meet clients where they are allows you to adapt your strategies to their individual needs.
Key Responsibilities:
• Drive sales and acquire new investment clients
• Identify growth opportunities within the assigned area
• Foster strong connections with existing clients
• Initiate outbound communications to nurture businesses
• Organize and participate in local financial seminars
Requirements:
• Minimum 3 years experience in investment planning
• Certifi...
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