Mobile Financial Planner Wealth Advice
Scotiabank
Deliver mobile wealth advice as a Financial Planner across London or Chatham, Ontario, using investment expertise and client-focused financial planning.Scotiabank’s Scotia Financial Planning team supports clients within the mass affluent market through personalized investment advice and service. You will meet clients outside the office, develop new relationships, and grow business within an assigned market. The position combines independent entrepreneurship with Scotiabank’s collective framework, resources, and partner network.Key Responsibilities:
Drive investment sales and new client acquisitionConduct financial needs analyses across multiple statementsEstablish business development opportunities with clients and prospectsNetwork with investment industry specialists and community contactsFollow compliance, regulatory, and Global Sales PrinciplesRequirements:
Three years of financial planning and investment sales experienceMutual funds certification and MFDA licensing good standingPFP or CFP designation successfully completedKnowledge of offerings, market trends, economics, and regulationsDriver’s license and vehicle access for client meetingsApply mobile financial planning, investment sales, and market knowledge while expanding Scotiabank relationships throughout the designated district.
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Drive investment sales and new client acquisitionConduct financial needs analyses across multiple statementsEstablish business development opportunities with clients and prospectsNetwork with investment industry specialists and community contactsFollow compliance, regulatory, and Global Sales PrinciplesRequirements:
Three years of financial planning and investment sales experienceMutual funds certification and MFDA licensing good standingPFP or CFP designation successfully completedKnowledge of offerings, market trends, economics, and regulationsDriver’s license and vehicle access for client meetingsApply mobile financial planning, investment sales, and market knowledge while expanding Scotiabank relationships throughout the designated district.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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