Financial Planner at Scotiabank Timmins

Elevate your career as a Financial Planner with Scotiabank in Timmins, Ontario. Focus on client relationships and investment sales within the mass affluent market while adhering to compliance and regulatory standards.
In this mobile role, you will have the flexibility to meet clients at their convenience, driving new client acquisition and providing tailored financial advice. With a commitment to business development and community engagement, you'll build a strong network of prospects and maintain a market presence.
Key Responsibilities:
• Execute business development strategies for prospects and clients
• Provide client-centric investment solutions within a financial planning framework
• Conduct proactive outreach and needs analysis for potential clients
• Participate in local events to enhance networking and outreach
• Maintain a budget for independent marketing activities
Requirements:
• Minimum 3 years in financial planning and investment sales
• Curre...

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