Job opportunity
Financial Planner Investment Sales
Scotiabank
Financial Planners in Fort St. John deliver investment advice, financial planning, and client service while building relationships across the mass affluent market.
Scotiabank’s Financial Planner develops and deepens client relationships through a comprehensive financial planning framework. The work includes investment sales, client acquisition, business development, and proactive communication with prospects. You will support clients’ unique goals while following Global Sales Principles, compliance, and regulatory requirements.
Key Responsibilities:
Execute business development plans for prospects and existing clients
Provide client-centric investment solutions through financial planning
Conduct needs analyses across financial and competitor statements
Participate in professional and community events
Deliver information sessions and financial seminars
Requirements:
Three years’ financial planning and investment sales experience
Current mutual funds accreditation in good standing
Personal Financial Planning or Certified Financial Planner designation
Networking, client acquisition, and interpersonal skills
Valid driver’s license and access to a vehicle
Build investment sales, financial planning, and client acquisition expertise as a Scotiabank Financial Planner in Fort St. John.
#J-18808-Ljbffr
Apply on source site Scotiabank’s Financial Planner develops and deepens client relationships through a comprehensive financial planning framework. The work includes investment sales, client acquisition, business development, and proactive communication with prospects. You will support clients’ unique goals while following Global Sales Principles, compliance, and regulatory requirements.
Key Responsibilities:
Execute business development plans for prospects and existing clients
Provide client-centric investment solutions through financial planning
Conduct needs analyses across financial and competitor statements
Participate in professional and community events
Deliver information sessions and financial seminars
Requirements:
Three years’ financial planning and investment sales experience
Current mutual funds accreditation in good standing
Personal Financial Planning or Certified Financial Planner designation
Networking, client acquisition, and interpersonal skills
Valid driver’s license and access to a vehicle
Build investment sales, financial planning, and client acquisition expertise as a Scotiabank Financial Planner in Fort St. John.
#J-18808-Ljbffr