Found Description
Build a rewarding career as a Financial Planner with Scotiabank in Winnipeg or Portage La Prairie, Manitoba. Focus on delivering exceptional client-centric investment solutions in a flexible work environment.
Join the refreshed Scotia Financial Planning team, formerly the Mobile Advice Team, to deepen client relationships in the mass affluent market. You will leverage your networking skills, drive investment sales, and adhere to compliance regulations while delivering tailored financial planning advice. Being able to work independently and as part of a team is essential.
Key Responsibilities:
• Execute business development plans for prospects and clients
• Provide client-centric investment solutions through a comprehensive framework
• Conduct outbound communications for proactive client engagement
• Participate in local community events to expand network
• Maintain a strong market profile and manage independent marketing activities
Requirements:
• 3 years of ...
Join the refreshed Scotia Financial Planning team, formerly the Mobile Advice Team, to deepen client relationships in the mass affluent market. You will leverage your networking skills, drive investment sales, and adhere to compliance regulations while delivering tailored financial planning advice. Being able to work independently and as part of a team is essential.
Key Responsibilities:
• Execute business development plans for prospects and clients
• Provide client-centric investment solutions through a comprehensive framework
• Conduct outbound communications for proactive client engagement
• Participate in local community events to expand network
• Maintain a strong market profile and manage independent marketing activities
Requirements:
• 3 years of ...