Gladys Fraser
Regional Manager Scotia Financial Planning @Scotiabank
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WORK HISTORY
Regional Manager Scotia Financial Planning @Scotiabank
EDUCATION
Canadian Institute of Financial Planners
RFRA, Registered Financial and Retirement Advisor
Institute of Canadian Bankers
STI, Specialist of the Trust Institute
Institute of Canadian Bankers
AICB, Associate of the Institute of Canadian Bankers
Dalhousie University
Masters Business Administration, Financial Services
Canadian Securities Institute
PFP, Personal Financial Planner
ABOUT GLADYS FRASER
I am proud to lead top talent Financial Planners in the Thompson Okanagan Cariboo Kootenays and Northern BC to assist affluent people to manage their financial affairs. I love seeing planners realize their own goals. Our passion is seeing clients achieve their financial goals on their terms.Financial Planners value the role because of the freedom and flexibility it affords them to manage their work and personal life and truly make a difference in the lives of their clients. As a coach and leader working alongside them, I remove obstacles to allow them to do their best work for our clients ensuring they have the tools they need to create success. I get great satisfaction from seeing other succeed.The Financial Planner role offers the safety of a base salary, front-end commission, production bonuses and ongoing relationship management compensation. Investment Specialists have the freedom to select the clients they wish to manage in their portfolio and the ability to retain those relationships.I have over 30 years experience leading and coaching individuals and teams in the financial services industry with a focus on planning to generate client value.I am currently expanding the team in the BC Interior. If you are interested in learning more about the Financial Planner role, please contact me via email at g••••••••@scotiabank.com or cell at 25••••••36.
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