(Future Opportunities) Financial Planner, Scotia Financial Planning - Montreal West
Scotiabank • Dollard-des-ormeaux, Canada
Role Description
(Future Opportunities) Financial Planner, Scotia Financial Planning - Montreal West
Requisition ID: 251377
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all about building new and long-term relationships.
**External clients** – As a Financial Planner you engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey. Through meaningful conversations and tailored guidance, the goal is to demonstrate how expert financial planning can empower clients to clarify, pursue, and ultimately achi...
Requisition ID: 251377
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all about building new and long-term relationships.
**External clients** – As a Financial Planner you engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey. Through meaningful conversations and tailored guidance, the goal is to demonstrate how expert financial planning can empower clients to clarify, pursue, and ultimately achi...