Financial Planner

Position: Financial Planner at Scotiabank
Join Scotiabank as a Financial Planner focusing on client relationships and investment solutions in the mass affluent market. Enjoy the flexibility of meeting clients outside the office while driving investment sales to meet their goals.

In this entrepreneurial role, you will develop client-centric investment strategies based on a comprehensive financial planning framework. You will leverage your networking skills to build long-term relationships with clients and prospects, adhering to regulatory requirements and compliance guidelines. Participating in local events will expand your network while you position yourself as a trusted advisor in your assigned market area.

Key Responsibilities:

• Execute business development plans for clients and prospects

• Provide client-focused investment solutions through financial planning

• Conduct outbound communications to clients and prospects

• Participate actively in community events to build networks

• Identify opportunities for informative community sessions

Requirements:

• 3 years in financial planning and investment sales

• Mutual funds certification in good standing

• Completed PFP® or CFP® designation

• Proven networking and client acquisition skills

• Valid driver's license with vehicle access

Build your client base through expertise in investment planning within Scotiabank's supportive environment.
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