Financial Planner, Scotia Financial Planning - Trail & Nelson

Is this role right for you?

In this role, you will :

Promote the development and sustainable growth of proprietary investment business in the assigned market area by :

• Business Development : Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional business development opportunities and facilitating the implementation of an investment solution and / or referral to the appropriate partners.
• Client-Centric : Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.
• Community Involvement : Participating actively in local professional and community events and associations to develop and expand your network. Identifying opportunities to deliver community information sessions and financial seminars to grow prospects. Building and maintaining a market profile in the assigned market area. Networking with investment industry specialists while managing a small budget for independent marketing-based activities.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have :

What’s in it for you?

Other Information

Another stream to our financial planning advice lays within the Canadian Retail Banking Division. This role is called Financial Advisor, Investment & Retirement (FAIR). If you are interested in learning more about this role, please review the “Financial Planner, Branch Network” posting.