Financial Planning Consultant at Scotia

Location: Greater Sudbury

Advance your profession as a Financial Planner with Scotiabank in Sudbury, Ontario. Focus on client relationships through comprehensive financial planning and investment strategies in a mobile role.

As a Financial Planner, you will be pivotal in providing investment advice tailored to mass affluent clients.

Your role combines business development, networking, and community engagement while ensuring adherence to compliance standards and client-focused service.

Key Responsibilities:

• Develop plans for business growth within assigned market area

• Provide tailored financial advice aligned with Global Sales Principles

• Conduct outreach to keep prospects informed and engaged

• Actively participate in community and professional events

• Manage marketing efforts to expand your reach and visibility

Requirements:

• 3 years of experience in financial planning and investment sales

• Mutual funds certification and compliance with MFDA

• Certification in Personal Financial Planning or as a Certified Financial Planner

• Strong networking and client development skills

• Valid driver's license for client meetings

Maximize your expertise in financial planning while building lasting client relationships with Scotiabank in Sudbury.
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