Financial Planner, Scotia Financial Planning - Penticton

Overview

Financial Planner within the Scotia Financial Planning team (formerly Investment Specialist in the Mobile Advice Team) in the Global Asset Management Division.

Requisition ID:

Role Summary

As a Financial Planner you will focus on developing and deepening client relationships by providing high-quality investment and financial planning advice within the mass affluent market. You will be responsible for driving investment sales, new client acquisition, and business development while adhering to Global Sales Principles, compliance and regulatory requirements.

Responsibilities

• Business Development: Execute business development plans for prospects and existing clients within the mass affluent market, identifying opportunities and facilitating implementation of investment solutions and referrals to partners.
• Client-Centric: Provide client-centric investment solutions via a financial planning framework, cond...