Financial Planner Scotia Financial Planning London
You will develop and deepen client relationships in the mass affluent market, provide investment and financial planning advice, drive investment sales and client acquisition, build a prospect network, conduct needs analyses and outreach, and participate in professional and community events.
Responsibilities
- Execute business development plans for prospects and existing clients
- Identify business development opportunities
- Implement investment solutions or refer clients to appropriate partners
- Provide client-centric investment solutions using a financial planning framework
- Conduct outbound communications and proactive calls
- Conduct needs analyses across financial statements
- Participate in professional and community events and associations
- Deliver community information sessions and financial seminars
- Build and maintain a market profile
- Network with investment industry specialists
- Manage a budget for independent marketing activities
- Drive investment sales and new client acquisition
Requirements
- 3 years of experience in financial planning and investment sales
- Current mutual funds certification and MFDA licensing accreditation in good standing
- Personal Financial Planning designation or Certified Financial Planner designation
- Networking, client acquisition, and interpersonal skills
- Experience building and maintaining Centres of Influence
- Knowledge of competitive offerings, market trends, economic conditions, and regulatory requirements
- Valid driver’s license and access to a vehicle
Benefits
- Flexible work environment with the ability to set your own hours and meet clients when convenient
- Dedicated marketing support
- Mobile technology
- CRM software
- Portfolio software
- Financial planning software