Join Scotia Financial Planning as a Financial Planner, focusing on client relationships and investment solutions in Penticton, British Columbia. You’ll thrive in a flexible, mobile work environment.
As a Financial Planner within the Global Asset Management Division, your role involves driving investment sales and developing deep client connections in the mass affluent market. You will employ a financial planning framework and adhere to regulatory standards while participating in community events to enhance your market profile and influence.
Key Responsibilities:
• Execute tailored business development strategies for clients
• Deliver client-centric financial solutions and analyses
• Participate in local events and conduct financial seminars
• Accomplish investment sales targets and client acquisition goals
• Adhere to all compliance guidelines and regulations
Requirements:
• At least 3 years in financial planning and investment sales
• Valid mutual funds c...