Proven Financial Planner Specializing in Investment and Wealth Management
Scotiabank • mississauga, Canada
Role Description
Drive financial success as a dedicated Financial Planner. Build investment strategies and relationships, utilizing advanced tools in a results-oriented retail branch environment.
In this role, you'll collaborate with the sales team to meet and exceed investment and deposit sales goals. Your key responsibilities will focus on conducting in-depth client reviews, enhancing financial literacy, and providing sound retirement and estate planning advice. A strong client focus and goal-oriented mindset will be essential for success.
Key Responsibilities:
• Conduct detailed reviews of client investment portfolios
• Craft personalized financial strategies and solutions
• Strengthen client relationships through expert advice
• Use advanced technology to streamline planning processes
• Achieve targets to balance client satisfaction and growth
Requirements:
• Financial planning and investment sales experience preferred
• CIFP/CFP designation or equivalent certification...
In this role, you'll collaborate with the sales team to meet and exceed investment and deposit sales goals. Your key responsibilities will focus on conducting in-depth client reviews, enhancing financial literacy, and providing sound retirement and estate planning advice. A strong client focus and goal-oriented mindset will be essential for success.
Key Responsibilities:
• Conduct detailed reviews of client investment portfolios
• Craft personalized financial strategies and solutions
• Strengthen client relationships through expert advice
• Use advanced technology to streamline planning processes
• Achieve targets to balance client satisfaction and growth
Requirements:
• Financial planning and investment sales experience preferred
• CIFP/CFP designation or equivalent certification...