Financial Planner, Investment Specialist, Laval & North Shore

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Financial Planner, Investment Specialist, Laval & North Shore

Location:

Laval

Description:

Requisition ID: 188742 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner ( Investment Specialist) , you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centers of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall. Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area. Is this role right for you? In this role, you will: Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Business Development : Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners. Client-Centric : Providing client-centric investment solutions through a financial planning framework,. Visit ListedBuy for more information.

Company:

Scotiabank

Posted:

November 30 2023 on ListedBuy

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Financial Planner, Investment Specialist, Laval & North Shore | Financial Planner Investment i1

Financial Planner, Investment Specialist, Laval & North Shore

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