Elevate your career with Scotia Financial Planning as a Financial Planner in Kingston, Ontario. Focus on developing client relationships while delivering exceptional financial and investment advice.
This role requires a dedicated financial planner committed to servicing the mass affluent market. With at least three years of experience in financial planning and investment sales, you will leverage your network to grow your practice. Help clients achieve their goals by providing tailored financial solutions within a collaborative framework that ensures their success.
Key Responsibilities:
• Execute business development plans for clients and prospects
• Provide client-centric investment solutions through financial planning
• Participate actively in local community events and seminars
• Conduct proactive outreach to stay top-of-mind with clients
• Build and maintain a strong market profile in the area
Requirements:
• 3 years of financial planning and investment sa...