Financial Planning at Scotia Bank

Position: Financial Planning Role at Scotia Bank
Transform your career with Scotia Financial Planning as a Financial Planner in Kingston, Ontario, where client relationships matter. Provide exceptional investment advice in a flexible, service-oriented role.

As a financial planner, you'll focus on helping mass affluent clients achieve their financial dreams through personalized guidance. With extensive experience and a solid network, you'll implement business development strategies while adhering to industry regulations.

Your role includes outreach and community engagement to maximize client acquisition and retention.

Key Responsibilities:

• Implement business development strategies to grow your practice

• Offer tailored investment advice through a financial planning framework

• Engage actively in local professional associations

• Conduct outreach to maintain client connections

• Cultivate a strong reputation in the financial community

Requirements:

• 3+ years of experience in financial planning

• Mutual funds certification required

• Completed CFP or Personal Financial Planning designation

• Strong client relationship and networking abilities

• Valid driver's license and car access needed

Drive your success by utilizing your expertise in financial planning at Scotia Financial Planning.
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