Drive investment sales and financial planning growth with Scotiabank in Brampton, serving mass affluent clients through personalized advice. Build relationships through proactive outreach and networking.
As a Financial Planner with Scotia Financial Planning, you will develop and deepen external and internal client relationships. You will execute business development plans, provide client-centric investment solutions, and conduct needs analyses. The position supports sustainable proprietary investment business growth across the assigned market area.
Key Responsibilities:

Drive investment sales and acquire new clients
Execute business development plans for mass affluent prospects
Provide client-centric investment solutions through financial planning
Conduct proactive calling and complimentary needs analyses
Participate in community events and financial seminars
Requirements:

Three years of financial planning and investment sales experience
Current mutual fund certification and CIRO licensing accreditation
Personal Financial Planning or Certified Financial Planner designation
Proven networking, acquisition, and interpersonal skills
Valid driver's license and access to a vehicle
Apply financial planning, investment sales, and relationship-building expertise to grow Scotiabank's Brampton client base through trusted advice.

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Financial Planner Investment Sales Brampton