Overview
Investment Sales Financial Planner Jobs in Chatham, Canada at Scotiabank
Position: Investment Sales Financial Planner – Scotiabank
Be a part of Scotiabank’s team as an Investment Sales Financial Planner in London, Ontario, specializing in the mass-affluent clientele. Focus on building relationships and driving sales through expert advice.
This role emphasizes developing business through proactive outreach and investment solutions that meet clients’ financial goals. You will implement community-centered strategies and engage clients through personalized financial services. Your success will largely depend on your ability to navigate market trends and client needs effectively.
Key Responsibilities:
• Implement business development strategies for affluent clients
• Facilitate investment solutions and referrals as needed
• Conduct outbound communications for client outreach
• Involve yourself in community events to expand networks
• Organize financial seminars to generate new leads
Requirements:
• Minimum 3 years experience in financial planning and sales
• Certified mutual funds professional and CFP® or PFP® credential
• Strong networking and interpersonal abilities
• Entrepreneurial mindset with self-motivated attitude
• Vehicle access to meet clients within the district
Utilize your financial expertise to enhance client experiences and achieve business goals as part of Scotiabank’s inclusive culture.
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Title: Investment Sales Financial Planner
Company: Scotiabank
Location: Chatham, Canada
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