Scotia Financial Planner Delta Surrey

Build investment relationships as a Scotia Financial Planner serving Delta and Surrey, using financial planning and client acquisition skills. This mobile role includes frequent travel.Scotiabank’s Scotia Financial Planning team supports mass affluent clients through high quality advice and service. You will develop practices, deepen relationships, and provide investment solutions aligned with unique goals. The work includes networking, needs analysis, and business development within an assigned market area.Key Responsibilities:
Execute business development plans for prospects and existing clientsProvide investment solutions through a financial planning frameworkConduct proactive calls and complimentary financial needs analysesBuild networks through community events and financial seminarsManage independent marketing activities within a small budgetRequirements:
Three years of financial planning and investment sales experienceCurrent mutual funds accreditation meeting MFDA licensing requirementsPersonal Financial Planning or Certified Financial Planner designationProven networking, client acquisition, and interpersonal skillsValid driver’s license and access to a vehicleUse investment advice, networking, and entrepreneurial business development skills to grow client relationships across Delta and Surrey.
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