Financial Planner

Position: Financial Planner - Scotiabank
Elevate your career with Scotiabank as a Financial Planner in Etobicoke, Ontario. This mobile role empowers you to develop client relationships while offering tailored financial advice and strategies.

In this position, Scotiabank invites dedicated financial professionals to build and maintain relationships with mass affluent clients. Your focus will be on delivering personalized investment planning and identifying business development opportunities. The role offers flexibility to meet clients outside the office while leveraging the resources of Scotiabank.

Key Responsibilities:

• Drive investment sales and acquire new clients

• Develop proactive outreach plans for prospects

• Build strong partnerships across Scotiabank branches

• Engage in community events and financial seminars

• Participate in local networking opportunities

Requirements:

• Minimum 3 years in financial planning and investment sales

• Current mutual fund certification and CIRO licensing

• Completed PFP® or CFP® designation

• Proven networking and interpersonal skills

• Valid driver’s license and vehicle access

Become the trusted advisor your clients need while enjoying the entrepreneurial culture at Scotiabank.
#J-18808-Ljbffr