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Financial Planner, Scotia Financial Planning - Halifax, NS

Company

Scotiabank

Location

halifax, Canada

Type

Full-time

As a Financial Planner , you will focus on developing and deepening mass affluent client relationships by providing high‑quality advice and service. You will build and leverage external and internal networks to grow a practice of building new and long‑term relationships.

Responsibilities

  • Engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey.
  • Deepen client relationships by identifying and engaging with existing Scotiabank clients who may have limited interaction with the bank.
  • Drive 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.
  • Promote the development and sustainable growth of proprietary investment business in the ass...

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