Client-Focused Financial Planner Role

Transform your career as a Financial Planner in Sudbury with Scotiabank. Provide tailored financial advice and deepen client relationships in a flexible mobile work environment.

This role emphasizes business development within the mass affluent market, allowing you to leverage your networking skills while providing high-quality investment solutions. Your proactive outreach and community involvement will enhance your client base, making you an integral part of the Scotia Financial Planning team.

Key Responsibilities:
• Identify and execute business development opportunities for clients
• Deliver personalized investment solutions within a financial planning framework
• Maintain communication with prospects for future business growth
• Lead community events to build market profile
• Utilize independent marketing activities within budget

Requirements:
• Minimum 3 years in financial planning and investment sales
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