Accounting & Finance

Remote Financial Planner: Grow Clients & Investments

Scotiabank

Moncton · Moncton Parish · Canada

Scotiabank seeks a Virtual Financial Planner to grow investment sales and deepen client relationships in the mass affluent market across Alberta. You will deliver high-quality financial planning advice, leveraging a scalable virtual framework and Scotia Global Asset Management resources.

You will develop business through external networks, conduct needs analyses, and drive new client acquisitions while adhering to Global Sales Principles and regulatory requirements.

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Reference: WJ-3875_13320766

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