Job Description
Elevate your career at Scotiabank as a Financial Planner focusing on mass affluent clients in Bathurst, New Brunswick. Develop strong client relationships and provide tailored financial planning services.
In this role, you will enjoy the autonomy of engaging clients while collaborating with Scotiabank teams. Your focus will be on delivering investment solutions and building impactful connections within local communities. You will leverage existing networks to enhance client experiences, ensuring their needs are always prioritized.
Key Responsibilities:
• Execute business development for affluent clients
• Provide personalized investment solutions
• Engage in proactive outreach and communications
• Build solid market profiles in Bathurst
• Network with specialists for client advantages
Requirements:
• 3+ years in financial planning experience
• Certification in mutual funds and CIRO compliance
• PFP o...
In this role, you will enjoy the autonomy of engaging clients while collaborating with Scotiabank teams. Your focus will be on delivering investment solutions and building impactful connections within local communities. You will leverage existing networks to enhance client experiences, ensuring their needs are always prioritized.
Key Responsibilities:
• Execute business development for affluent clients
• Provide personalized investment solutions
• Engage in proactive outreach and communications
• Build solid market profiles in Bathurst
• Network with specialists for client advantages
Requirements:
• 3+ years in financial planning experience
• Certification in mutual funds and CIRO compliance
• PFP o...
Ready to Apply?
Take the next step in your AI career. Submit your application to Scotiabank today.
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