Financial Planner, Scotia Financial Planning - Montreal West
Scotiabank • kirkland, Canada
Role Description
About the Role
As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. You will engage in proactive client outreach to individuals outside the Scotiabank network and nurture existing Scotiabank clients.
Key Responsibilities
- Driving 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 by executing business development plans for mass affluent prospects and existing clients.
- Identify additional business development opportunities, facilitating implementation of an investment solution and/or referral to appropriate partners.
- Provide client‑centric investment soluti...