Mass Affluent Market Specialist

2 days ago


London, Greater London, United Kingdom Scotiabank Full time

We are seeking a Mass Affluent Market Specialist to join our team at Scotiabank. As a key member of our team, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.

You will conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning. You will utilize financial planning skills and tools to support our clients' financial goals and deliver trusted financial advice to clients regarding their investments and retirement planning.

The ideal candidate will have experience in financial planning and investment sales, preferably with a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation. A mutual funds certification professional with current accreditation and good standing for MFDA licensing requirements is also an asset.

Key Responsibilities:
  • Conduct in-depth reviews for assigned clients to identify their financial goals and develop customized financial strategies and solutions
  • Provide trusted financial advice to clients regarding their investments and retirement planning
  • Build relationships with existing clients and grow long-standing relationships through exceptional customer service

Location: British Columbia, Surrey



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