Job Description
Transform your career as a Financial Planner with Scotia Financial Planning, located in Surrey, British Columbia. Focus on providing personalized investment strategies and fostering long-term client relationships.
This role is tailor-made for professionals with a passion for financial planning and a knack for client interaction. By applying your expertise, you'll help clients achieve their financial goals while managing your time flexibly. Your contributions will not only enhance client satisfaction but also drive the broader initiatives within Scotia Financial Planning.
Key Responsibilities:
• Drive sustainable growth in investment business for your market
• Develop and implement financial plans for clients
• Engage in community-based networking and events
• Execute client engagement strategies to boost acquisitions
• Conduct proactive financial assessments for clients
Requirements:
• At least 3 years in financial planning and sales
• Mutual Funds certifi...
This role is tailor-made for professionals with a passion for financial planning and a knack for client interaction. By applying your expertise, you'll help clients achieve their financial goals while managing your time flexibly. Your contributions will not only enhance client satisfaction but also drive the broader initiatives within Scotia Financial Planning.
Key Responsibilities:
• Drive sustainable growth in investment business for your market
• Develop and implement financial plans for clients
• Engage in community-based networking and events
• Execute client engagement strategies to boost acquisitions
• Conduct proactive financial assessments for clients
Requirements:
• At least 3 years in financial planning and sales
• Mutual Funds certifi...