Financial Planner Investment Sales

Build investment sales through financial planning expertise as a Financial Planner in Mississauga, with frequent travel and client meetings beyond the office.

Scotiabank’s Financial Planner develops relationships across the mass affluent market through high-quality advice and service. The work combines investment solutions, client acquisition, financial planning, and business development. You will operate within Global Sales Principles while meeting compliance and regulatory requirements.

• Execute business development plans for prospects and existing clients
• Provide investment solutions through a financial planning framework
• Conduct proactive calling and complimentary needs analyses
• Participate in professional events, associations, and community sessions
• Build market profile and maintain Centres of Influence

• Three years of financial planning and investment sales experience
• Current mutual funds accreditation and MFDA licensing standing
• Personal Financial Planning or Certified Financial Planner designation
• Proven networking, acquisition, and interpersonal skills
• Valid driver’s license and access to a vehicle

Apply financial planning, investment sales, and relationship-building skills to grow Scotiabank’s client practice in Mississauga.