Financial Planner in British Columbia

Elevate your career at Scotiabank as a Financial Planner in Surrey, British Columbia. This client-centric role focuses on business development and creating tailored investment solutions.

Scotiabank seeks an experienced Financial Planner with a strong background in financial planning and investment sales. You will proactively connect with prospects, conduct needs analyses, and build client relationships, all while participating in local community events. Your entrepreneurial spirit will support your efforts to expand your network and deliver valuable financial seminars in your area.

Key Responsibilities:

• Execute business development plans for affluent clients

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

• Actively participate in professional and community events

• Conduct outreach and proactive calls to stay top-of-mind

• Network with investment specialists to grow your market presence

Requirements:

• 3 years of financial planning and investment sales experience

• Mutual Funds certification and good standing with MFDA

• PFP® or CFP® designation completed

• Proven networking and client acquisition skills

• Valid driver's license and access to a vehicle

Drive client engagement and investment success as a valued Financial Planner at Scotiabank in British Columbia.
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