Financial Planner - Model

Position: Financial Planner - Flexible Work Model
Transform client relationships as a Financial Planner at Scotiabank in British Columbia, with the flexibility to meet clients on their terms.

In this dynamic role, you will engage with the mass affluent market, focusing on providing tailored investment strategies and financial planning services. With a strong emphasis on business development through networking, you will actively seek new clients while adhering to Global Sales Principles and regulatory requirements. Leverage your community presence to enhance your professional profile and contribute to clients' financial success.

Key Responsibilities:

• Drive business development initiatives for clients and prospects

• Provide investment advice aligned with client goals

• Conduct outreach and needs analysis for opportunities

• Network through community events for relationship building

• Maintain visibility in the assigned market area

Requirements:

• Minimum 3 years in financial planning and investment sales

• Mutual funds certification and compliant with MFDA

• Completed Personal Financial Planning or CFP designation

• Strong networking and acquisition skills

• Valid driver's license and vehicle for travel

Bring your client-centered approach and entrepreneurial mindset to Scotiabank and thrive in a supportive culture.
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