Financial Planner

Position: Financial Planner at Scotiabank
Elevate your career as a Financial Planner with Scotiabank in Etobicoke, Ontario. Foster client relationships and provide tailored financial advice while enjoying a flexible schedule to meet clients.

In this role, you’ll focus on business development within the mass affluent market. You will utilize a comprehensive financial planning framework to drive investment sales and establish long-lasting client connections. Networking with industry peers and participating in community events are essential for expanding your market presence and business opportunities.

Key Responsibilities:

• Execute business development plans for prospects and clients

• Provide client-centric financial planning solutions

• Conduct proactive calling to clients and prospects

• Lead community engagement and information sessions

• Network with investment industry specialists for collaborations

Requirements:

• Minimum of 3 years in financial planning and investment sales

• Mutual funds certification and/or CFP designation

• Proven track record in networking and client acquisition

• Goal-oriented with strong interpersonal skills

• Driver’s license and vehicle access for client meetings

Leverage your expertise in financial planning to build meaningful client relationships and drive growth at Scotiabank.
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