Scotiabank | Financial Planner, Scotia Financial Planning - Fort St.John

Responsibilities

• As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market.
• As a dedicated entrepreneur, you know how to leverage your external networks and centres of influence and understand that growing a practice is all about building new and long-term relationships.
• You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
• Please note that the compensation structure for this role is base plus variable pay.
• This is a mobile role and will require frequent travel.
• This role is called Financial Advisor, Investment & Retirement (FAIR).
• If you are interested in learning more about this role, please review the “Financial Advisor, Investment & Retirement, Branch Network” posting.
• You will also 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.
• Identifying opportunities to deliver community information sessions and financial seminars to grow prospects.
• Building and maintaining a market profile in the assigned market area.
• Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements.
• 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).

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