Job Description
Job Overview
Requisition ID:
Location: Canada, British Columbia, Powell River
As a Financial Planner in the Scotia Financial Planning team (formerly Investment Specialist) within Global Asset Management, you will develop client relationships and provide high‑quality investment and financial planning advice in the mass affluent market.
You will drive investment sales and new client acquisition, adhering to Global Sales Principles and regulatory requirements, while building opportunities within the assigned market area.
Responsibilities
- Business Development: Execute business development plans for prospects and existing clients, identify opportunities and facilitate investment solutions or referrals.
- Client‑Centric: Provide client‑centric investment solutions, conduct outbound communications, and conduct needs analysis across financial statements.
- Community Involvement: Participate in local professional and ...