Financial Planner, Scotia Financial Planning - Ottawa, ON

Job description

Requisition ID: 257895 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Another stream to our financial planning advice lays within the Canadian Retail Banking Division. This role is called Financial Advisor, Investment & Retirement (FAIR). If you are interested in learning more about this role, please review the “ Financial Advisor, Investment & Retirement, Branch Network” posting. What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all about building new and long-term relationships. - External clients – As a Financial Planner you engage in proactive client outreach to individuals outside the Scotiabank network, showcasing the unique value a Financial Planner brings to their financial journey. Through meaningful conversations and tailored guidance, the goal is to demonstrate how expert financial planning can empower clients to clar...