Become a Financial Planner with Scotiabank in Beauport, Quebec, leveraging investment sales and client-centric strategies. Engage proactively with clients to help achieve their financial goals.
In this role, you play a vital part in fostering relationships with external clients while also connecting with existing Scotiabank clients. Emphasizing personalized financial advice, you will be involved in business development and serve as a trusted advisor. Excellent client engagement and investment solution implementation are essential for success in this position.
Key Responsibilities:
• Drive investment sales and acquire new clients
• Establish opportunities with prospects in the market area
• Execute business development plans for affluent clients
• Conduct assessments of financial statements
• Participate in community events to expand network
Requirements:
• 3+ years in financial planning and investment sales
• Mutual fund certification in good standing
•...