Scotiabank | Financial Planner, Scotia Financial Planning - Burnaby

Responsibilities

• If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning” postings.”
• As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service.
• As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all about building new and long-term relationships.
• External clients – As a Financial Planner you engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey.
• Internal clients – As a Financial Planner, you play a pivotal role in deepening client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank.
• This is a mobile role and will require frequent travel.
• Driven by purpose and determination, you understand that your clients are your most valuable asset.
• Driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements.
• Establish business development opportunities with prospects and clients within the assigned market area.
• Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.
• 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.
• 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.

Requirements

• Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
• 3-years of experience in financial planning and investment sales.

Scotiabank

Scotiabank is an employer hiring in India (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in India are mostly in Toronto, Calgary, Burnaby and Fort St. John.

• Industry: BFSI / Investments / Insurance