Found Description
Elevate your career as a Financial Planner with Scotiabank in Lebourgneuf, Quebec. Specializing in building meaningful client relationships and offering tailored financial advice, you'll drive impactful growth.
In this crucial role, you'll focus on enhancing relationships with mass affluent clients while identifying business opportunities both externally and internally. Your proactive outreach will showcase the value of expert financial planning, assisting clients to navigate their financial journey. You'll enjoy a flexible schedule that allows client meetings at their convenience.
Key Responsibilities:
• Drive investment sales and acquire new clients
• Establish business development opportunities in your market area
• Execute client-centric investment solutions through strategic planning
• Participate in community events to expand your network
• Conduct outbound communications to maintain engagement
Requirements:
• Minimum of 3 years in financial planning an...
In this crucial role, you'll focus on enhancing relationships with mass affluent clients while identifying business opportunities both externally and internally. Your proactive outreach will showcase the value of expert financial planning, assisting clients to navigate their financial journey. You'll enjoy a flexible schedule that allows client meetings at their convenience.
Key Responsibilities:
• Drive investment sales and acquire new clients
• Establish business development opportunities in your market area
• Execute client-centric investment solutions through strategic planning
• Participate in community events to expand your network
• Conduct outbound communications to maintain engagement
Requirements:
• Minimum of 3 years in financial planning an...