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Investment Specialist / Financial Planner - Burlington, ON | Investment Specialist in Other Art &a1

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Investment Specialist / Financial Planner - Burlington, ON

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Location:
Burlington
Description:

Requisition ID: 150193 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist , 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 understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centres of influence and welcome the freedom to grow your own practice. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. You also excel at building new relationships and enjoy the flexibility of being able to meet clients outside of the office, on a schedule that best suits you and your clients. Finally, you recognize the value of working within a collective Scotiabank framework that benefits both your clients and your practice overall. 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 as well as establishing business development opportunities with prospects and clients within the assigned market area. Is this role right for you? In this role, you will: Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Business Development : Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners. Client-Centric : Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles... Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 27 on ListedBuy
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More About this Listing: Investment Specialist / Financial Planner - Burlington, ON
Investment Specialist / Financial Planner - Burlington, ON is a Other Art & Media Jobs Investment Specialist Job at Scotiabank located in United States. Find other listings like Investment Specialist / Financial Planner - Burlington, ON by searching Oodle for Other Art & Media Jobs Investment Specialist Jobs.