Financial Planner, Scotia Financial Planning - Halifax, NS

As a Financial Planner , you will focus on developing and deepening mass affluent client relationships by providing high‑quality advice and service. You will build and leverage external and internal networks to grow a practice of building new and long‑term relationships.

Responsibilities

• Engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey.
• Deepen client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank.
• 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 the development and sustainable growth of proprietary investment business in the ass...