Elevate your career as a Virtual Financial Planner with Scotiabank, focusing on mass affluent clients. Build relationships and provide tailored investment advice on your flexible schedule.
As part of the Scotia Financial Planning team, you will leverage your expertise in financial planning and investment sales to develop strong client relationships. You’ll engage in business development activities, conduct needs analyses, and participate actively in community events to expand your network. Your role is essential in aligning client needs with optimal financial solutions.
Key Responsibilities:
• Drive growth of proprietary investment business in the market
• Execute business-development strategies for affluent clientele
• Deliver client-centric investment solutions with a financial planning framework
• Actively participate in local community networking events
• Manage a small marketing budget for outreach initiatives
Requirements:
• At least 3 years in financia...