(Future Opportunities) Financial Planner, Scotia Financial Planning - Montreal West (Dollard-De[...]

Financial Advisor, Investment & Retirement (FAIR)

Scotiabank is looking for an experienced Financial Planner to focus on building relationships with mass affluent clients by providing high-quality advice and service within the Scotiabank framework.

Role Overview

As a dedicated entrepreneur, you will build external and internal client relationships, leveraging both your network and Scotiabank resources to grow your practice. You will meet clients on a schedule that suits both you and your clients, using a comprehensive financial planning framework to help clients achieve their financial objectives.

Responsibilities

• Drive investment sales and new client acquisition while adhering to Global Sales Principles, compliance, and regulatory requirements.
• Establish business development opportunities with prospects and existing clients in the assigned market area.
• Execute business development plans for mass affluent prospects a...