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Financial Planner, Scotia Financial Planning - Bathurst, NB

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Scotiabank
πŸ“ Bathurst, Canada
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Location Bathurst
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Posted March 13, 2026
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Commute Local Area
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Job Description

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In this role, you will:Β 
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
  • Business Development: Executing on business development plans for mass affluent prospects and existing clients. Identifying additional business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate partners.Β 

  • Client-centricity: Providing client-centric investment solutions through a financial planning framework, aligning with Global Sales Principles. Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities. Conducting complimentary needs analysis across several financial statements, including competitor statements.

  • Community Involvement: Participating actively in local professional and community events and associations and i...
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    πŸ“ Location Details

    πŸŒ†
    City
    Bathurst
    πŸ—ΊοΈ
    Country
    Canada
    πŸš—
    Commute
    Local Area

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