Investment Sales Financial Planner

Drive investment sales and new client acquisition as a Financial Planner with Scotiabank’s Global Asset Management Division. Serve mass affluent clients across an assigned market area.As part of Scotia Financial Planning, you will provide client-centric investment and financial planning advice. You will develop prospects, deepen client relationships, and build a sustainable proprietary investment business. Success requires networking, financial needs analysis, and compliance with Global Sales Principles and regulatory requirements.Key Responsibilities:
Drive investment sales and acquire new clientsDevelop opportunities with prospects and existing clientsConduct needs analyses across multiple financial statementsFacilitate investment solutions or referrals to appropriate partnersMaintain a market profile through community involvementRequirements:
Three years of financial planning and investment sales experienceMutual funds certification with current MFDA licensing standingCompleted PFP or CFP designationExperience building and maintaining Centres of InfluenceKnowledge of market trends and regulatory environmentsBring investment sales, financial planning, and client acquisition expertise to Scotiabank’s mass affluent market and assigned territory.
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