Financial Planner
Job in
Bathurst, New Brunswick, E2A, Canada
Listed on 2026-07-08
Listing for:
Scotiabank
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Job Overview
Join Scotiabank in Bathurst, New Brunswick as a Financial Planner focusing on mass affluent clients. This role centers around developing robust client relationships and providing expert financial planning services. As a Financial Planner, you will leverage your networks to engage with clients and drive investment solutions. You will work independently while also collaborating with Scotiabank teams to enhance client experiences. The position allows flexibility in meeting clients, ensuring their needs are prioritized.
Key Responsibilities- Execute business development plans for affluent clients.
- Provide client-centric investment solutions.
- Engage in proactive outreach and maintain communications.
- Build solid market profiles in local communities.
- Network with industry specialists for client perks.
- Minimum 3 years in financial planning.
- Certification in mutual funds and CIRO compliance.
- PFP or CFP designation essential.
- Excellent interpersonal and client acquisition skills.
- Vehicle access for client meetings.
Provide tailored financial solutions and maintain impactful relationships at Scotiabank in Bathurst.
#J-18808-LjbffrNote that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×