Opportunity Description
Drive your career as a mobile Financial Planner with Scotiabank in Beauport, Quebec, focusing on high-quality investment advice and client relationship building. Achieve success through proactive client engagement.
The position requires developing mass affluent client relationships, adhering to compliance, and managing business development opportunities. Engage in needs analyses, create tailored investment solutions, and actively participate in community networking events to maintain a strong market presence.
Key Responsibilities:
• Drive investment sales while adhering to best practices
• Establish business development opportunities in your area
• Provide personalized investment solutions through analysis
• Conduct outreach and proactive communications
• Build market presence through local events
Requirements:
• 3 years of financial planning and investment sales experience
• PFP® or CFP® designation compl...
The position requires developing mass affluent client relationships, adhering to compliance, and managing business development opportunities. Engage in needs analyses, create tailored investment solutions, and actively participate in community networking events to maintain a strong market presence.
Key Responsibilities:
• Drive investment sales while adhering to best practices
• Establish business development opportunities in your area
• Provide personalized investment solutions through analysis
• Conduct outreach and proactive communications
• Build market presence through local events
Requirements:
• 3 years of financial planning and investment sales experience
• PFP® or CFP® designation compl...
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