Financial Planner

Position: Financial Planner Role at Scotiabank
Elevate your career as a Financial Planner with Scotiabank, focused on delivering exceptional advice and client service in a flexible environment. Connect with clients in the mass affluent market while growing your practice.

As part of the Scotia Financial Planning team, you will develop and deepen client relationships through personalized investment and financial guidance. This entrepreneurial role empowers you to be proactive in business development and engagement with clients, utilizing your external networks and community involvement.

Key Responsibilities:

• Execute business development plans for prospects and clients

• Provide client-centric investment solutions within a financial planning framework

• Conduct proactive outreach to prospects for future opportunities

• Participate in local events to expand your network

• Build and maintain a strong market profile in the assigned area

Requirements:

• 3 years of experience in financial planning and investment sales

• Certified for MFDA licensing requirements

• Completed Personal Financial Planning or CFP® designation

• Proven networking and client acquisition skills

• Valid driver's license and access to a vehicle

Leverage your financial expertise, entrepreneurial spirit, and networking skills to impact clients positively at Scotiabank.
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