Mobile Financial Planner

Position: Mobile Financial Planner with Scotiabank
Shape financial futures as a mobile Financial Planner with Scotiabank, specializing in personalized client service and investment planning. Enjoy flexible hours tailored to meet client needs.

This role seeks a proactive Financial Planner dedicated to expanding Scotiabank’s client base in Ontario, including locations like Burlington and Milton. As a Financial Planner, your focus will be on establishing and enhancing relationships while providing expert financial guidance. Your entrepreneurial spirit is vital in navigating both internal and external client needs.

Key Responsibilities:

• Drive new client acquisition while ensuring compliance

• Conduct proactive outreach to build client connections

• Engage in community events to grow professional networks

• Provide customized financial planning and investment solutions

• Collaborate with internal teams to support client journeys

Requirements:

• At least 3 years of relevant experience required

• CIRO licensing and mutual fund certification are mandatory

• PFP or CFP designation preferred

• Excellent interpersonal and networking skills

• Access to a vehicle for client meetings

Bring your passion for financial planning and client relationships to Scotiabank's high-performing culture.
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